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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.90% | | 5-Year Average Return: | -0.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.99% | |
Worst 1-Yr Total Return (2008): | -33.16% | |
Best 3-Yr Total Return (2004-6): | 14.22% | |
Worst 3-Yr Total Return (2006-8): | -10.23% |
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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 | HISVX | Category | Diff | Index* | Diff | | Year To Date | 11.90 | 19.13 | -7.23 | 17.05 | -5.15 | | 1-Month | -4.62 | -5.65 | 1.03 | -1.86 | -2.76 | | 3-Month | 3.60 | 2.75 | 0.85 | 5.48 | -1.88 | | 1-Year | 7.86 | 11.45 | -3.59 | 9.80 | -1.94 | | 3-Year | -8.81 | -8.46 | -0.35 | -7.02 | -1.79 | | 5-Year | -0.31 | 0.52 | -0.83 | 0.33 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.26 | 57.02 | 0.24 | 45.76 | 11.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.28 | -18.27 | -6.01 | -18.25 | -6.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HISVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.16 | -36.56 | 3.40 | | 2007 | | | -1.82 | -1.10 | -0.72 | | 2006 | | | 10.24 | 15.03 | -4.79 | | 2005 | | | 9.89 | 6.75 | 3.14 | | 2004 | | | 22.99 | 18.94 | 4.05 | | 2003 | | | 45.59 | 43.41 | 2.18 | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HISVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.78 | 20.26 | 17.23 | N/A | | 2008 | -8.64 | 3.01 | -4.81 | -25.38 | | 2007 | -1.65 | 4.51 | -2.02 | -2.51 | | 2006 | 8.70 | -3.88 | -2.34 | 8.05 | | 2005 | 2.09 | 5.34 | 3.43 | -1.20 | | 2004 | 5.59 | 1.85 | 1.00 | 13.23 | | 2003 | -4.71 | 19.75 | 7.04 | 19.18 | | 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 | 480 | 641 | 74.88 | | 1-Month | 52 | 662 | 7.85 | | 3-Month | 169 | 652 | 25.92 | | 6-Month | 297 | 647 | 45.90 | | 1-Year | 262 | 630 | 41.59 | | 3-Year | 259 | 553 | 46.84 | | 5-Year | 233 | 452 | 51.55 |
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1.00% Nasdaq 
Performance
