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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.41% | | 5-Year Average Return: | 4.73% | | 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 (2007-9): | 6.92% | |
Worst 3-Yr Total Return (2006-8): | 3.39% |
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| 1-Year: | 5.36% | | 3-Year: | 5.29% | | 5-Year: | 3.48% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIPAX | Category | Diff | Index* | Diff | | Year To Date | 1.41 | 1.44 | -0.03 | 1.53 | -0.12 | | 1-Month | 1.41 | 1.44 | -0.03 | 1.53 | -0.12 | | 3-Month | 1.69 | 1.94 | -0.25 | 1.23 | 0.46 | | 1-Year | 11.02 | 12.14 | -1.12 | 8.51 | 2.51 | | 3-Year | 7.38 | 5.79 | 1.59 | 6.60 | 0.78 | | 5-Year | 4.73 | 4.00 | 0.73 | 5.16 | -0.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.07 | 10.72 | -0.65 | 7.06 | 3.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.31 | -1.75 | 2.06 | 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 | | | 10.33 | 10.88 | -0.55 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HIPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.73 | 0.55 | 3.11 | 1.61 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 176 | 33.52 | | 1-Month | 61 | 176 | 34.66 | | 3-Month | 98 | 176 | 55.68 | | 6-Month | 99 | 160 | 61.88 | | 1-Year | 35 | 158 | 22.15 | | 3-Year | 25 | 143 | 17.48 | | 5-Year | 22 | 99 | 22.22 |
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1.52% Nasdaq 0.00%
0.02 (0.17%) 
Performance
