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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.60% | | 5-Year Average Return: | 6.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.04% | |
Worst 1-Yr Total Return (2008): | -41.73% | |
Best 3-Yr Total Return (2004-6): | 20.45% | |
Worst 3-Yr Total Return (2006-8): | -4.66% |
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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 | HIETX | Category | Diff | Index* | Diff | | Year To Date | 29.60 | 29.35 | 0.25 | 29.91 | -0.31 | | 1-Month | 2.42 | 3.83 | -1.41 | 2.00 | 0.42 | | 3-Month | 5.69 | 6.09 | -0.4 | 4.58 | 1.11 | | 1-Year | 36.51 | 38.30 | -1.79 | 37.72 | -1.21 | | 3-Year | -2.96 | -5.68 | 2.72 | -5.52 | 2.56 | | 5-Year | 6.05 | 4.12 | 1.93 | 4.13 | 1.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.93 | 57.56 | -4.63 | 59.35 | -6.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.71 | -15.07 | -1.64 | -14.95 | -1.76 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIETX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.73 | -43.99 | 2.26 | | 2007 | | | 17.06 | 12.71 | 4.35 | | 2006 | | | 27.04 | 24.77 | 2.27 | | 2005 | | | 14.57 | 14.72 | -0.15 | | 2004 | | | 20.06 | 17.39 | 2.67 | | 2003 | | | 34.83 | 33.58 | 1.25 | | 2002 | | | -13.28 | -16.69 | 3.41 | | 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
HIETX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.58 | 22.90 | 17.15 | N/A | | 2008 | -5.66 | -2.26 | -17.80 | -23.11 | | 2007 | 2.37 | 7.91 | 4.25 | 1.65 | | 2006 | 11.69 | -0.47 | 2.91 | 11.05 | | 2005 | -0.09 | 0.28 | 10.39 | 3.59 | | 2004 | 2.13 | 1.88 | 1.08 | 14.16 | | 2003 | -6.46 | 17.01 | 7.27 | 14.83 | | 2002 | -0.13 | -0.65 | -17.19 | 5.55 | | 2001 | N/A | -2.08 | -19.46 | 6.67 | | 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 | 313 | 824 | 37.99 | | 1-Month | 127 | 847 | 14.99 | | 3-Month | 286 | 844 | 33.89 | | 6-Month | 788 | 839 | 93.92 | | 1-Year | 367 | 817 | 44.92 | | 3-Year | 87 | 612 | 14.22 | | 5-Year | 72 | 462 | 15.58 |
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