|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.51% | | 5-Year Average Return: | -0.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.13% | |
Worst 1-Yr Total Return (2008): | -33.73% | |
Best 3-Yr Total Return (2004-6): | 14.64% | |
Worst 3-Yr Total Return (2006-8): | -8.37% |
|
| 1-Year: | -13.97% | | 3-Year: | -9.14% | | 5-Year: | -0.28% | | 10-Year: | -0.63% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIEBX | Category | Diff | Index* | Diff | | Year To Date | 13.51 | 21.73 | -8.22 | 24.07 | -10.56 | | 1-Month | 4.49 | 5.16 | -0.67 | 6.00 | -1.51 | | 3-Month | 6.43 | 6.45 | -0.02 | 7.91 | -1.48 | | 1-Year | 17.04 | 24.67 | -7.63 | 25.39 | -8.35 | | 3-Year | -8.84 | -7.33 | -1.51 | -5.79 | -3.05 | | 5-Year | -0.48 | 0.27 | -0.75 | 0.71 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.79 | 47.53 | -9.74 | 45.76 | -7.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.57 | -16.99 | -1.58 | -18.25 | -0.32 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.73 | -37.09 | 3.36 | | 2007 | | | -1.73 | 1.42 | -3.15 | | 2006 | | | 18.13 | 18.15 | -0.02 | | 2005 | | | 8.96 | 5.95 | 3.01 | | 2004 | | | 17.05 | 12.97 | 4.08 | | 2003 | | | 27.04 | 28.44 | -1.40 | | 2002 | | | -20.00 | -18.69 | -1.31 | | 2001 | | | -16.80 | -4.99 | -11.81 | | 2000 | | | -0.87 | 7.87 | -8.74 | | 1999 | | | 0.79 | 6.72 | -5.93 |
|
| PAST QUARTERLY RETURNS (%) FOR
HIEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.25 | 13.25 | 13.46 | N/A | | 2008 | -11.05 | -2.32 | -7.16 | -17.85 | | 2007 | 1.12 | 5.16 | -1.93 | -5.77 | | 2006 | 5.73 | -0.59 | 4.55 | 7.51 | | 2005 | 0.70 | 1.77 | 5.18 | 1.08 | | 2004 | 5.55 | -0.70 | 2.71 | 8.73 | | 2003 | -6.06 | 16.41 | 2.96 | 12.82 | | 2002 | 2.00 | -8.75 | -19.53 | 6.81 | | 2001 | -10.10 | 4.06 | -15.72 | 5.54 | | 2000 | -2.95 | -4.36 | 7.62 | -0.76 | | 1999 | N/A | N/A | N/A | 3.60 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1176 | 1293 | 90.95 | | 1-Month | 1177 | 1338 | 87.97 | | 3-Month | 598 | 1329 | 45.00 | | 6-Month | 1135 | 1320 | 85.98 | | 1-Year | 976 | 1280 | 76.25 | | 3-Year | 717 | 1088 | 65.90 | | 5-Year | 519 | 917 | 56.60 |
|
|
|
|
|
1.27% Nasdaq 
Performance
