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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.75% | | 5-Year Average Return: | 5.24% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 11.42% | |
Worst 1-Yr Total Return (2008): | -0.57% | |
Best 3-Yr Total Return (2005-7): | 4.24% | |
Worst 3-Yr Total Return (2004-6): | 2.82% |
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| 1-Year: | 1.59% | | 3-Year: | 4.23% | | 5-Year: | 3.60% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIPAX | Category | Diff | Index* | Diff | | Year To Date | 12.75 | 13.16 | -0.41 | 7.61 | 5.14 | | 1-Month | 2.48 | 2.46 | 0.02 | 1.29 | 1.19 | | 3-Month | 5.90 | 5.93 | -0.03 | 2.86 | 3.04 | | 1-Year | 19.35 | 19.71 | -0.36 | 11.63 | 7.72 | | 3-Year | 6.80 | 5.21 | 1.59 | 6.40 | 0.4 | | 5-Year | 5.24 | 4.84 | 0.4 | 5.49 | -0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.07 | 10.77 | -0.7 | 7.06 | 3.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.31 | -1.77 | 2.08 | 7.94 | -7.63 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.57 | -4.08 | 3.51 | | 2007 | | | 11.42 | 9.86 | 1.56 | | 2006 | | | -0.25 | 0.09 | -0.34 | | 2005 | | | 1.91 | 2.09 | -0.18 | | 2004 | | | 6.94 | 7.48 | -0.54 | | 2003 | | | 6.69 | 7.15 | -0.46 | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.73 | 0.55 | 3.11 | N/A | | 2008 | 5.70 | -0.49 | -3.51 | -2.04 | | 2007 | 2.43 | -0.82 | 4.37 | 5.08 | | 2006 | -2.21 | 0.19 | 3.30 | -1.45 | | 2005 | -0.49 | 2.65 | -0.12 | -0.12 | | 2004 | 4.79 | -3.47 | 3.46 | 2.18 | | 2003 | 2.44 | 3.22 | -0.16 | 1.05 | | 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 | 34 | 158 | 21.52 | | 1-Month | 47 | 163 | 28.83 | | 3-Month | 86 | 160 | 53.75 | | 6-Month | 73 | 159 | 45.91 | | 1-Year | 54 | 157 | 34.39 | | 3-Year | 12 | 138 | 8.70 | | 5-Year | 22 | 86 | 25.58 |
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0.49% Nasdaq 0.00%
0.03 (0.26%) 
Performance
