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| Morningstar Return Rating: | Above average | | Year to Date Return: | 2.63% | | 5-Year Average Return: | 5.33% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 9.47% | |
Worst 1-Yr Total Return (2005): | 2.49% | |
Best 3-Yr Total Return (2006-8): | 6.91% | |
Worst 3-Yr Total Return (2004-6): | 3.29% |
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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 | HIGIX | Category | Diff | Index* | Diff | | Year To Date | 2.63 | 14.86 | -12.23 | 7.61 | -4.98 | | 1-Month | 1.09 | 1.13 | -0.04 | 1.29 | -0.2 | | 3-Month | 2.27 | 3.76 | -1.49 | 2.86 | -0.59 | | 1-Year | 6.08 | 18.84 | -12.76 | 11.63 | -5.55 | | 3-Year | 6.18 | 4.58 | 1.6 | 6.40 | -0.22 | | 5-Year | 5.33 | 4.20 | 1.13 | 5.49 | -0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.01 | 13.91 | -10.9 | 7.06 | -4.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.93 | 6.57 | 0.36 | 7.94 | -1.01 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 9.47 | -4.70 | 14.17 | | 2007 | | | 6.98 | 4.70 | 2.28 | | 2006 | | | 4.35 | 4.15 | 0.20 | | 2005 | | | 2.49 | 1.80 | 0.69 | | 2004 | | | 3.05 | 3.91 | -0.86 | | 2003 | | | 2.40 | 5.10 | -2.70 | | 2002 | | | 10.40 | 8.04 | 2.36 | | 2001 | | | 7.74 | 7.64 | 0.10 | | 2000 | | | 13.18 | 9.44 | 3.74 | | 1999 | | | -0.80 | -1.35 | 0.55 |
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| PAST QUARTERLY RETURNS (%) FOR
HIGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.03 | -0.93 | 2.10 | N/A | | 2008 | 3.31 | -1.41 | 1.29 | 6.11 | | 2007 | 1.53 | -0.29 | 2.75 | 2.85 | | 2006 | -0.43 | 0.80 | 2.83 | 1.11 | | 2005 | -0.36 | 2.73 | -0.72 | 0.85 | | 2004 | 2.54 | -2.45 | 2.36 | 0.65 | | 2003 | 0.95 | 2.64 | -1.00 | -0.17 | | 2002 | 0.03 | 3.98 | 5.22 | 0.87 | | 2001 | 2.85 | 0.37 | 4.70 | -0.32 | | 2000 | 2.70 | 1.37 | 3.48 | 5.06 | | 1999 | N/A | N/A | N/A | 0.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1114 | 1126 | 98.93 | | 1-Month | 1074 | 1168 | 91.95 | | 3-Month | 1088 | 1158 | 93.96 | | 6-Month | 1128 | 1140 | 98.95 | | 1-Year | 958 | 1120 | 85.54 | | 3-Year | 254 | 970 | 26.19 | | 5-Year | 180 | 854 | 21.08 |
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