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| Morningstar Return Rating: | Above average | | Year to Date Return: | 49.14% | | 5-Year Average Return: | 5.69% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.98% | |
Worst 1-Yr Total Return (2008): | -50.26% | |
Best 3-Yr Total Return (2006-8): | -10.09% | |
Worst 3-Yr Total Return (2006-8): | -10.09% |
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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 | HIGGX | Category | Diff | Index* | Diff | | Year To Date | 49.14 | 34.98 | 14.16 | 29.91 | 19.23 | | 1-Month | 5.85 | 4.27 | 1.58 | 2.00 | 3.85 | | 3-Month | 11.08 | 8.00 | 3.08 | 4.58 | 6.5 | | 1-Year | 60.70 | 44.78 | 15.92 | 37.72 | 22.98 | | 3-Year | -3.20 | -4.43 | 1.23 | -5.52 | 2.32 | | 5-Year | 5.69 | 4.67 | 1.02 | 4.13 | 1.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.81 | 57.52 | 17.29 | 59.35 | 15.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.30 | -17.65 | 0.35 | -14.95 | -2.35 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIGGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.26 | -46.56 | -3.70 | | 2007 | | | 18.82 | 16.26 | 2.56 | | 2006 | | | 22.98 | 23.95 | -0.97 | | 2005 | | | N/A | 15.23 | N/A | | 2004 | | | N/A | 16.23 | N/A | | 2003 | | | N/A | 33.83 | N/A | | 2002 | | | N/A | -19.15 | N/A | | 2001 | | | N/A | -24.05 | N/A | | 2000 | | | N/A | -21.04 | N/A | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIGGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 31.70 | 18.24 | N/A | | 2008 | -10.52 | -0.81 | -23.03 | -27.19 | | 2007 | 3.72 | 8.89 | 4.71 | 0.47 | | 2006 | 7.44 | -1.89 | 4.98 | 11.14 | | 2005 | N/A | N/A | N/A | 5.79 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 34 | 267 | 12.73 | | 1-Month | 191 | 286 | 66.78 | | 3-Month | 77 | 286 | 26.92 | | 6-Month | 120 | 274 | 43.80 | | 1-Year | 30 | 263 | 11.41 | | 3-Year | 60 | 203 | 29.56 | | 5-Year | | 149 | N/A |
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