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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.04% | | 5-Year Average Return: | 0.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.27% | |
Worst 1-Yr Total Return (2008): | -40.66% | |
Best 3-Yr Total Return (2005-7): | 9.57% | |
Worst 3-Yr Total Return (2006-8): | -9.48% |
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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 | HISGX | Category | Diff | Index* | Diff | | Year To Date | 29.04 | 25.65 | 3.39 | 24.07 | 4.97 | | 1-Month | 5.37 | 3.38 | 1.99 | 6.00 | -0.63 | | 3-Month | 7.00 | 3.71 | 3.29 | 7.91 | -0.91 | | 1-Year | 36.87 | 31.83 | 5.04 | 25.39 | 11.48 | | 3-Year | -5.03 | -7.28 | 2.25 | -5.79 | 0.76 | | 5-Year | 0.82 | -0.38 | 1.2 | 0.71 | 0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.02 | 53.06 | -4.04 | 45.76 | 3.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.61 | -19.68 | -3.93 | -18.25 | -5.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HISGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.66 | -41.55 | 0.89 | | 2007 | | | 13.27 | 7.59 | 5.68 | | 2006 | | | 10.36 | 10.81 | -0.45 | | 2005 | | | 5.23 | 6.02 | -0.79 | | 2004 | | | 10.70 | 12.41 | -1.71 | | 2003 | | | 43.93 | 45.54 | -1.61 | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HISGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.01 | 19.44 | 18.75 | N/A | | 2008 | -12.63 | 5.73 | -12.08 | -26.93 | | 2007 | 3.84 | 4.16 | 2.51 | 2.15 | | 2006 | 15.12 | -7.20 | -3.46 | 7.00 | | 2005 | -5.54 | 5.04 | 5.19 | 0.82 | | 2004 | 8.44 | -1.05 | -5.90 | 9.64 | | 2003 | -3.04 | 21.57 | 8.92 | 12.10 | | 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 | 275 | 786 | 34.99 | | 1-Month | 114 | 816 | 13.97 | | 3-Month | 163 | 815 | 20.00 | | 6-Month | 104 | 802 | 12.97 | | 1-Year | 162 | 781 | 20.74 | | 3-Year | 141 | 667 | 21.14 | | 5-Year | 167 | 563 | 29.66 |
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0.42% Nasdaq 
Performance
