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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.02% | | 5-Year Average Return: | 0.65% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.87% | |
Worst 1-Yr Total Return (2008): | -38.73% | |
Best 3-Yr Total Return (2005-7): | 9.34% | |
Worst 3-Yr Total Return (2006-8): | -10.10% |
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| 1-Year: | -0.41% | | 3-Year: | -6.59% | | 5-Year: | 1.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIVCX | Category | Diff | Index* | Diff | | Year To Date | 26.02 | 21.73 | 4.29 | 24.07 | 1.95 | | 1-Month | 4.83 | 5.16 | -0.33 | 6.00 | -1.17 | | 3-Month | 6.61 | 6.45 | 0.16 | 7.91 | -1.3 | | 1-Year | 32.82 | 24.67 | 8.15 | 25.39 | 7.43 | | 3-Year | -7.35 | -7.33 | -0.02 | -5.79 | -1.56 | | 5-Year | 0.65 | 0.27 | 0.38 | 0.71 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.66 | 47.53 | 6.13 | 45.76 | 7.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.65 | -16.99 | 1.34 | -18.25 | 2.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.73 | -37.09 | -1.64 | | 2007 | | | 0.61 | 1.42 | -0.81 | | 2006 | | | 17.87 | 18.15 | -0.28 | | 2005 | | | 10.23 | 5.95 | 4.28 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.70 | 18.04 | 19.20 | N/A | | 2008 | -10.25 | -1.53 | -14.38 | -19.04 | | 2007 | 1.72 | 6.06 | -2.40 | -4.45 | | 2006 | 4.24 | 1.56 | 4.61 | 6.43 | | 2005 | -1.78 | 2.97 | 6.19 | 2.64 | | 2004 | N/A | N/A | 0.19 | 7.81 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 271 | 1293 | 20.96 | | 1-Month | 1110 | 1338 | 82.96 | | 3-Month | 1235 | 1329 | 92.93 | | 6-Month | 673 | 1320 | 50.98 | | 1-Year | 177 | 1280 | 13.83 | | 3-Year | 458 | 1088 | 42.10 | | 5-Year | 276 | 917 | 30.10 |
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0.20% Nasdaq 
Performance
