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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.32% | | 5-Year Average Return: | 4.68% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 9.20% | |
Worst 1-Yr Total Return (2005): | 2.23% | |
Best 3-Yr Total Return (2006-8): | 6.66% | |
Worst 3-Yr Total Return (2004-6): | 3.05% |
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| 1-Year: | 1.95% | | 3-Year: | 4.22% | | 5-Year: | 3.71% | | 10-Year: | 5.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIGZX | Category | Diff | Index* | Diff | | Year To Date | 1.32 | 13.54 | -12.22 | 6.24 | -4.92 | | 1-Month | 0.39 | 0.89 | -0.5 | 0.49 | -0.1 | | 3-Month | 1.87 | 4.14 | -2.27 | 2.60 | -0.73 | | 1-Year | 7.81 | 17.86 | -10.05 | 13.79 | -5.98 | | 3-Year | 5.85 | 4.54 | 1.31 | 6.35 | -0.5 | | 5-Year | 4.68 | 3.85 | 0.83 | 5.05 | -0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.86 | 13.81 | -10.95 | 7.06 | -4.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.60 | 6.49 | 0.11 | 7.94 | -1.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIGZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 9.20 | -4.70 | 13.90 | | 2007 | | | 6.72 | 4.70 | 2.02 | | 2006 | | | 4.12 | 4.15 | -0.03 | | 2005 | | | 2.23 | 1.80 | 0.43 | | 2004 | | | 2.79 | 3.91 | -1.12 | | 2003 | | | 2.15 | 5.10 | -2.95 | | 2002 | | | 10.12 | 8.04 | 2.08 | | 2001 | | | 7.47 | 7.64 | -0.17 | | 2000 | | | 12.90 | 9.44 | 3.46 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIGZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.10 | -0.99 | 2.04 | N/A | | 2008 | 3.31 | -1.53 | 1.23 | 6.05 | | 2007 | 1.41 | -0.29 | 2.69 | 2.78 | | 2006 | -0.49 | 0.76 | 2.77 | 1.05 | | 2005 | -0.42 | 2.67 | -0.78 | 0.79 | | 2004 | 2.47 | -2.51 | 2.29 | 0.58 | | 2003 | 0.89 | 2.58 | -1.06 | -0.24 | | 2002 | -0.03 | 3.91 | 5.16 | 0.81 | | 2001 | 2.79 | 0.30 | 4.63 | -0.38 | | 2000 | 2.64 | 1.31 | 3.41 | 4.99 | | 1999 | N/A | N/A | N/A | 0.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1110 | 1122 | 98.93 | | 1-Month | 1047 | 1164 | 89.95 | | 3-Month | 1096 | 1154 | 94.97 | | 6-Month | 1121 | 1133 | 98.94 | | 1-Year | 900 | 1113 | 80.86 | | 3-Year | 275 | 957 | 28.74 | | 5-Year | 224 | 845 | 26.51 |
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