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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.35% | | 5-Year Average Return: | 5.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.79% | |
Worst 1-Yr Total Return (2008): | -41.88% | |
Best 3-Yr Total Return (2004-6): | 20.18% | |
Worst 3-Yr Total Return (2006-8): | -4.89% |
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| 1-Year: | -6.01% | | 3-Year: | -2.67% | | 5-Year: | 6.53% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIEAX | Category | Diff | Index* | Diff | | Year To Date | 29.35 | 29.35 | 0 | 29.91 | -0.56 | | 1-Month | 2.44 | 3.83 | -1.39 | 2.00 | 0.44 | | 3-Month | 5.63 | 6.09 | -0.46 | 4.58 | 1.05 | | 1-Year | 36.21 | 38.30 | -2.09 | 37.72 | -1.51 | | 3-Year | -3.20 | -5.68 | 2.48 | -5.52 | 2.32 | | 5-Year | 5.79 | 4.12 | 1.67 | 4.13 | 1.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.61 | 57.56 | -4.95 | 59.35 | -6.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.94 | -15.07 | -1.87 | -14.95 | -1.99 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.88 | -43.99 | 2.11 | | 2007 | | | 16.76 | 12.71 | 4.05 | | 2006 | | | 26.79 | 24.77 | 2.02 | | 2005 | | | 14.22 | 14.72 | -0.50 | | 2004 | | | 19.84 | 17.39 | 2.45 | | 2003 | | | 34.43 | 33.58 | 0.85 | | 2002 | | | -13.45 | -16.69 | 3.24 | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.66 | 22.86 | 17.06 | N/A | | 2008 | -5.70 | -2.28 | -17.87 | -23.20 | | 2007 | 2.31 | 7.82 | 4.22 | 1.56 | | 2006 | 11.67 | -0.48 | 2.77 | 11.01 | | 2005 | -0.09 | 0.19 | 10.23 | 3.52 | | 2004 | 2.14 | 1.76 | 1.08 | 14.06 | | 2003 | -6.49 | 16.77 | 7.18 | 14.86 | | 2002 | -0.26 | -0.65 | -17.26 | 5.57 | | 2001 | N/A | -2.30 | -19.60 | 6.69 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 321 | 824 | 38.96 | | 1-Month | 152 | 847 | 17.95 | | 3-Month | 312 | 844 | 36.97 | | 6-Month | 788 | 839 | 93.92 | | 1-Year | 387 | 817 | 47.37 | | 3-Year | 100 | 612 | 16.34 | | 5-Year | 79 | 462 | 17.10 |
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