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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.45% | | 5-Year Average Return: | -0.51% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.11% | |
Worst 1-Yr Total Return (2008): | -33.80% | |
Best 3-Yr Total Return (2004-6): | 14.67% | |
Worst 3-Yr Total Return (2006-8): | -8.41% |
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| 1-Year: | -10.40% | | 3-Year: | -8.30% | | 5-Year: | 0.08% | | 10-Year: | -0.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIECX | Category | Diff | Index* | Diff | | Year To Date | 13.45 | 21.73 | -8.28 | 24.07 | -10.62 | | 1-Month | 4.40 | 5.16 | -0.76 | 6.00 | -1.6 | | 3-Month | 6.35 | 6.45 | -0.1 | 7.91 | -1.56 | | 1-Year | 17.01 | 24.67 | -7.66 | 25.39 | -8.38 | | 3-Year | -8.88 | -7.33 | -1.55 | -5.79 | -3.09 | | 5-Year | -0.51 | 0.27 | -0.78 | 0.71 | -1.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.76 | 47.53 | -9.77 | 45.76 | -8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.54 | -16.99 | -1.55 | -18.25 | -0.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.80 | -37.09 | 3.29 | | 2007 | | | -1.71 | 1.42 | -3.13 | | 2006 | | | 18.11 | 18.15 | -0.04 | | 2005 | | | 9.07 | 5.95 | 3.12 | | 2004 | | | 17.04 | 12.97 | 4.07 | | 2003 | | | 27.03 | 28.44 | -1.41 | | 2002 | | | -20.00 | -18.69 | -1.31 | | 2001 | | | -16.85 | -4.99 | -11.86 | | 2000 | | | -0.81 | 7.87 | -8.68 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.18 | 13.15 | 13.51 | N/A | | 2008 | -11.07 | -2.32 | -7.18 | -17.90 | | 2007 | 1.13 | 5.12 | -1.93 | -5.72 | | 2006 | 5.66 | -0.58 | 4.56 | 7.52 | | 2005 | 0.71 | 1.86 | 5.10 | 1.17 | | 2004 | 5.48 | -0.60 | 2.73 | 8.67 | | 2003 | -6.17 | 16.46 | 2.98 | 12.88 | | 2002 | 2.01 | -8.87 | -19.46 | 6.85 | | 2001 | -10.10 | 3.96 | -15.79 | 5.64 | | 2000 | -2.88 | -4.44 | 7.64 | -0.72 | | 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 | 1176 | 1293 | 90.95 | | 1-Month | 1204 | 1338 | 89.99 | | 3-Month | 637 | 1329 | 47.93 | | 6-Month | 1135 | 1320 | 85.98 | | 1-Year | 977 | 1280 | 76.33 | | 3-Year | 720 | 1088 | 66.18 | | 5-Year | 526 | 917 | 57.36 |
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0.20% Nasdaq 0.00%
Performance
