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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.56% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.57% | |
Worst 1-Yr Total Return (2008): | -42.90% | |
Best 3-Yr Total Return (2005-7): | 18.01% | |
Worst 3-Yr Total Return (2006-8): | -7.70% |
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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 | HIMGX | Category | Diff | Index* | Diff | | Year To Date | 15.56 | 25.80 | -10.24 | 17.05 | -1.49 | | 1-Month | -6.02 | -4.37 | -1.65 | -1.86 | -4.16 | | 3-Month | 2.35 | 4.09 | -1.74 | 5.48 | -3.13 | | 1-Year | 9.93 | 16.23 | -6.3 | 9.80 | 0.13 | | 3-Year | -5.11 | -5.36 | 0.25 | -7.02 | 1.91 | | 5-Year | 3.20 | 1.68 | 1.52 | 0.33 | 2.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.00 | 47.87 | -3.87 | 45.76 | -1.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.58 | -19.87 | -5.71 | -18.25 | -7.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.90 | -43.77 | 0.87 | | 2007 | | | 22.57 | 15.09 | 7.48 | | 2006 | | | 12.36 | 9.00 | 3.36 | | 2005 | | | 19.33 | 9.84 | 9.49 | | 2004 | | | 8.50 | 13.23 | -4.73 | | 2003 | | | 45.02 | 35.96 | 9.06 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.68 | 13.45 | 20.00 | N/A | | 2008 | -15.28 | 6.52 | -15.97 | -24.71 | | 2007 | 2.40 | 11.36 | 6.21 | 1.20 | | 2006 | 7.64 | -4.34 | 0.41 | 8.67 | | 2005 | -2.11 | 2.46 | 11.26 | 6.93 | | 2004 | 3.10 | 0.63 | -6.77 | 12.16 | | 2003 | 1.42 | 19.39 | 7.24 | 11.68 | | 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 | 703 | 848 | 82.90 | | 1-Month | 675 | 901 | 74.92 | | 3-Month | 493 | 898 | 54.90 | | 6-Month | 520 | 868 | 59.91 | | 1-Year | 544 | 847 | 64.23 | | 3-Year | 322 | 749 | 42.99 | | 5-Year | 128 | 636 | 20.13 |
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