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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.68% | | 5-Year Average Return: | 1.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.85% | |
Worst 1-Yr Total Return (2008): | -36.39% | |
Best 3-Yr Total Return (2004-6): | 15.27% | |
Worst 3-Yr Total Return (2006-8): | -6.81% |
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| 1-Year: | -16.51% | | 3-Year: | -7.50% | | 5-Year: | 1.26% | | 10-Year: | 2.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIEZX | Category | Diff | Index* | Diff | | Year To Date | 13.68 | 21.73 | -8.05 | 24.07 | -10.39 | | 1-Month | 4.56 | 5.16 | -0.6 | 6.00 | -1.44 | | 3-Month | 4.22 | 6.45 | -2.23 | 7.91 | -3.69 | | 1-Year | 17.50 | 24.67 | -7.17 | 25.39 | -7.89 | | 3-Year | -6.92 | -7.33 | 0.41 | -5.79 | -1.13 | | 5-Year | 1.23 | 0.27 | 0.96 | 0.71 | 0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.20 | 47.53 | -10.33 | 45.76 | -8.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.31 | -16.99 | -4.32 | -18.25 | -3.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIEZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.39 | -37.09 | 0.70 | | 2007 | | | 9.82 | 1.42 | 8.40 | | 2006 | | | 15.85 | 18.15 | -2.30 | | 2005 | | | 12.18 | 5.95 | 6.23 | | 2004 | | | 17.85 | 12.97 | 4.88 | | 2003 | | | 28.39 | 28.44 | -0.05 | | 2002 | | | -21.15 | -18.69 | -2.46 | | 2001 | | | -3.27 | -4.99 | 1.72 | | 2000 | | | 8.17 | 7.87 | 0.30 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIEZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.09 | 12.57 | 13.56 | N/A | | 2008 | -10.84 | 1.55 | -10.87 | -21.18 | | 2007 | 3.96 | 5.50 | 0.77 | -0.63 | | 2006 | 7.54 | -1.03 | 1.77 | 6.95 | | 2005 | 1.46 | 3.46 | 5.31 | 1.48 | | 2004 | 3.78 | 1.58 | 0.97 | 10.72 | | 2003 | -2.08 | 13.04 | 2.91 | 12.71 | | 2002 | 3.59 | -10.30 | -16.27 | 1.35 | | 2001 | -4.61 | 5.84 | -12.72 | 9.78 | | 2000 | 6.12 | -1.18 | 4.82 | -1.59 | | 1999 | N/A | N/A | N/A | 6.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1163 | 1293 | 89.95 | | 1-Month | 1244 | 1338 | 92.97 | | 3-Month | 1182 | 1329 | 88.94 | | 6-Month | 1280 | 1320 | 96.97 | | 1-Year | 873 | 1280 | 68.20 | | 3-Year | 411 | 1088 | 37.78 | | 5-Year | 227 | 917 | 24.75 |
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0.02% Nasdaq 
Performance
