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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.59% | | 5-Year Average Return: | 4.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 12.96% | |
Worst 1-Yr Total Return (2008): | -2.41% | |
Best 3-Yr Total Return (2007-9): | 4.78% | |
Worst 3-Yr Total Return (2006-8): | 1.93% |
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| 1-Year: | 7.60% | | 3-Year: | 3.09% | | 5-Year: | 2.87% | | 10-Year: | 4.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIMZX | Category | Diff | Index* | Diff | | Year To Date | 1.59 | 1.03 | 0.56 | 1.53 | 0.06 | | 1-Month | 1.59 | 1.03 | 0.56 | 1.53 | 0.06 | | 3-Month | 1.62 | 1.45 | 0.17 | 1.23 | 0.39 | | 1-Year | 12.77 | 9.51 | 3.26 | 8.51 | 4.26 | | 3-Year | 5.32 | 3.73 | 1.59 | 6.60 | -1.28 | | 5-Year | 4.16 | 3.49 | 0.67 | 5.16 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.62 | 7.56 | 3.06 | 7.06 | 3.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.96 | 4.25 | 3.71 | 7.94 | 0.02 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIMZX | Category | Diff | | 2009 | | | 12.96 | 9.30 | 3.66 | | 2008 | | | -2.41 | -4.23 | 1.82 | | 2007 | | | 4.33 | 4.29 | 0.04 | | 2006 | | | 3.99 | 4.05 | -0.06 | | 2005 | | | 1.10 | 1.45 | -0.35 | | 2004 | | | 2.66 | 1.63 | 1.03 | | 2003 | | | 3.85 | 2.54 | 1.31 | | 2002 | | | 6.14 | 5.47 | 0.67 | | 2001 | | | 7.60 | 7.27 | 0.33 | | 2000 | | | 10.12 | 7.59 | 2.53 |
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| PAST QUARTERLY RETURNS (%) FOR
HIMZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.67 | 5.36 | 4.47 | 0.95 | | 2008 | 1.20 | -0.62 | -3.24 | 0.28 | | 2007 | 1.39 | -0.29 | 1.64 | 1.54 | | 2006 | -0.31 | 0.33 | 2.68 | 1.26 | | 2005 | -0.90 | 2.16 | -0.48 | 0.35 | | 2004 | 2.23 | -2.28 | 2.36 | 0.40 | | 2003 | 1.32 | 2.29 | 0.01 | 0.19 | | 2002 | -0.26 | 1.84 | 2.95 | 1.50 | | 2001 | 3.28 | 0.70 | 4.10 | -0.62 | | 2000 | 1.54 | 1.75 | 2.79 | 3.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 27 | 451 | 5.99 | | 1-Month | 36 | 451 | 7.98 | | 3-Month | 80 | 445 | 17.98 | | 6-Month | 88 | 443 | 19.86 | | 1-Year | 77 | 428 | 17.99 | | 3-Year | 70 | 383 | 18.28 | | 5-Year | 84 | 314 | 26.75 |
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