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| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.06% | | 5-Year Average Return: | -2.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 21.92% | |
Worst 1-Yr Total Return (2008): | -38.35% | |
Best 3-Yr Total Return (2005-7): | 5.35% | |
Worst 3-Yr Total Return (2006-8): | -11.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIEFX | Category | Diff | Index* | Diff | | Year To Date | -4.06 | -2.97 | -1.09 | -3.60 | -0.46 | | 1-Month | -4.06 | -2.97 | -1.09 | -3.60 | -0.46 | | 3-Month | 2.76 | 3.98 | -1.22 | 4.16 | -1.4 | | 1-Year | 31.14 | 32.89 | -1.75 | 33.14 | -2 | | 3-Year | -10.02 | -8.60 | -1.42 | -7.24 | -2.78 | | 5-Year | -2.89 | -0.19 | -2.7 | 0.18 | -3.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.80 | 47.48 | 1.32 | 45.76 | 3.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.51 | -17.06 | 0.55 | -18.25 | 1.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIEFX | Category | Diff | | 2009 | | | 21.92 | 24.13 | -2.21 | | 2008 | | | -38.35 | -37.09 | -1.26 | | 2007 | | | 1.90 | 1.42 | 0.48 | | 2006 | | | 11.36 | 18.15 | -6.79 | | 2005 | | | 3.04 | 5.95 | -2.91 | | 2004 | | | 13.16 | 12.97 | 0.19 | | 2003 | | | 21.00 | 28.44 | -7.44 | | 2002 | | | -12.61 | -18.69 | 6.08 | | 2001 | | | 1.84 | -4.99 | 6.83 | | 2000 | | | 1.51 | 7.87 | -6.36 |
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| PAST QUARTERLY RETURNS (%) FOR
HIEFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.56 | 17.52 | 18.61 | 6.10 | | 2008 | -10.70 | -10.15 | -3.81 | -20.12 | | 2007 | 0.98 | 7.00 | -0.07 | -5.63 | | 2006 | 2.89 | -0.41 | 3.57 | 4.93 | | 2005 | -1.25 | 2.34 | -0.48 | 2.45 | | 2004 | 1.99 | 1.27 | 1.87 | 7.56 | | 2003 | -8.68 | 18.40 | -0.01 | 11.92 | | 2002 | 5.03 | -3.17 | -18.54 | 5.48 | | 2001 | -1.31 | 7.04 | -6.36 | 2.95 | | 2000 | -0.94 | -3.74 | 3.61 | 2.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1258 | 1325 | 94.94 | | 1-Month | 768 | 1325 | 57.96 | | 3-Month | 945 | 1313 | 71.97 | | 6-Month | 349 | 1296 | 26.93 | | 1-Year | 594 | 1268 | 46.85 | | 3-Year | 658 | 1104 | 59.60 | | 5-Year | 706 | 914 | 77.24 |
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1.52% Nasdaq 
Performance
