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| Morningstar Return Rating: | High | | Year to Date Return: | 26.79% | | 5-Year Average Return: | 5.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.64% | |
Worst 1-Yr Total Return (2008): | -36.22% | |
Best 3-Yr Total Return (2005-7): | 14.58% | |
Worst 3-Yr Total Return (2006-8): | -4.05% |
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| 1-Year: | 6.79% | | 3-Year: | 0.24% | | 5-Year: | 6.19% | | 10-Year: | 2.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIGCX | Category | Diff | Index* | Diff | | Year To Date | 26.79 | 25.10 | 1.69 | 24.07 | 2.72 | | 1-Month | 2.85 | 5.28 | -2.43 | 6.00 | -3.15 | | 3-Month | 4.51 | 7.01 | -2.5 | 7.91 | -3.4 | | 1-Year | 30.76 | 28.01 | 2.75 | 25.39 | 5.37 | | 3-Year | -1.12 | -5.87 | 4.75 | -5.79 | 4.67 | | 5-Year | 5.14 | 0.64 | 4.5 | 0.71 | 4.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.89 | 46.08 | 4.81 | 45.76 | 5.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.36 | -17.41 | 13.05 | -18.25 | 13.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.22 | -37.79 | 1.57 | | 2007 | | | 16.74 | 6.16 | 10.58 | | 2006 | | | 18.64 | 14.17 | 4.47 | | 2005 | | | 8.62 | 5.88 | 2.74 | | 2004 | | | 8.92 | 10.02 | -1.10 | | 2003 | | | 30.82 | 27.05 | 3.77 | | 2002 | | | -23.93 | -22.25 | -1.68 | | 2001 | | | -3.90 | -13.50 | 9.60 | | 2000 | | | 1.10 | -6.31 | 7.41 | | 1999 | | | 0.90 | 20.16 | -19.26 |
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| PAST QUARTERLY RETURNS (%) FOR
HIGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.45 | 23.15 | 13.97 | N/A | | 2008 | -12.10 | -5.04 | -10.91 | -14.24 | | 2007 | 1.59 | 8.19 | 5.87 | 0.33 | | 2006 | 5.10 | -0.68 | 5.60 | 7.63 | | 2005 | 1.48 | 1.49 | 2.87 | 2.53 | | 2004 | 1.68 | -2.71 | -1.64 | 11.95 | | 2003 | -0.88 | 18.72 | 1.34 | 9.70 | | 2002 | -3.32 | -11.85 | -13.34 | 2.99 | | 2001 | -6.35 | 3.78 | -8.90 | 8.54 | | 2000 | 0.20 | 0.15 | 0.36 | 0.39 | | 1999 | N/A | N/A | N/A | 3.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 767 | 2021 | 37.95 | | 1-Month | 2070 | 2113 | 97.96 | | 3-Month | 2007 | 2091 | 95.98 | | 6-Month | 1816 | 2064 | 87.98 | | 1-Year | 783 | 2011 | 38.94 | | 3-Year | 61 | 1707 | 3.57 | | 5-Year | 17 | 1360 | 1.25 |
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0.42% Nasdaq 
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Performance
