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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.92% | | 5-Year Average Return: | 3.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.33% | |
Worst 1-Yr Total Return (2008): | -2.41% | |
Best 3-Yr Total Return (2005-7): | 3.13% | |
Worst 3-Yr Total Return (2006-8): | 1.93% |
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| 1-Year: | 6.88% | | 3-Year: | 3.20% | | 5-Year: | 2.76% | | 10-Year: | 4.36% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIMZX | Category | Diff | Index* | Diff | | Year To Date | 12.92 | 9.09 | 3.83 | 6.24 | 6.68 | | 1-Month | 0.90 | 0.68 | 0.22 | 0.49 | 0.41 | | 3-Month | 3.48 | 2.53 | 0.95 | 2.60 | 0.88 | | 1-Year | 15.86 | 9.59 | 6.27 | 13.79 | 2.07 | | 3-Year | 5.02 | 3.61 | 1.41 | 6.35 | -1.33 | | 5-Year | 3.83 | 3.21 | 0.62 | 5.05 | -1.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.62 | 7.68 | 2.94 | 7.06 | 3.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.96 | 4.17 | 3.79 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIMZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.67 | 5.36 | 4.47 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 0.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 79 | 419 | 18.85 | | 1-Month | 121 | 435 | 27.82 | | 3-Month | 56 | 434 | 12.90 | | 6-Month | 71 | 420 | 16.90 | | 1-Year | 27 | 419 | 6.44 | | 3-Year | 84 | 360 | 23.33 | | 5-Year | 88 | 305 | 28.85 |
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0.18% Nasdaq 0.00%
Performance
