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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.97% | | 5-Year Average Return: | 3.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.12% | |
Worst 1-Yr Total Return (2008): | -7.28% | |
Best 3-Yr Total Return (2005-7): | 3.10% | |
Worst 3-Yr Total Return (2006-8): | -0.10% |
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| 1-Year: | 10.47% | | 3-Year: | 2.97% | | 5-Year: | 2.96% | | 10-Year: | 4.67% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIXZX | Category | Diff | Index* | Diff | | Year To Date | 16.97 | 11.18 | 5.79 | 12.53 | 4.44 | | 1-Month | 0.47 | 0.96 | -0.49 | 0.83 | -0.36 | | 3-Month | 4.66 | 2.23 | 2.43 | 2.25 | 2.41 | | 1-Year | 17.27 | 12.15 | 5.12 | 14.17 | 3.1 | | 3-Year | 3.69 | 3.59 | 0.1 | 4.17 | -0.48 | | 5-Year | 3.72 | 3.57 | 0.15 | 4.50 | -0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.82 | 8.53 | 5.29 | 9.40 | 4.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.79 | 4.48 | -1.69 | 5.67 | -2.88 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIXZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.28 | -2.32 | -4.96 | | 2007 | | | 3.26 | 2.75 | 0.51 | | 2006 | | | 4.12 | 3.67 | 0.45 | | 2005 | | | 1.93 | 1.80 | 0.13 | | 2004 | | | 2.76 | 2.83 | -0.07 | | 2003 | | | 4.38 | 4.10 | 0.28 | | 2002 | | | 9.55 | 8.57 | 0.98 | | 2001 | | | N/A | 4.39 | N/A | | 2000 | | | N/A | 9.16 | N/A | | 1999 | | | N/A | -2.06 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIXZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.39 | 3.11 | 10.22 | N/A | | 2008 | -1.28 | 0.86 | -4.73 | -2.25 | | 2007 | 0.64 | -0.64 | 1.90 | 1.33 | | 2006 | -0.15 | 0.21 | 3.15 | 0.89 | | 2005 | -0.76 | 2.29 | -0.11 | 0.53 | | 2004 | 1.41 | -2.32 | 2.98 | 0.75 | | 2003 | 0.98 | 2.31 | 0.08 | 0.96 | | 2002 | 1.02 | 3.71 | 4.60 | -0.03 | | 2001 | N/A | 0.77 | 2.92 | -0.78 | | 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 | 17 | 246 | 6.91 | | 1-Month | 49 | 263 | 18.63 | | 3-Month | 33 | 256 | 12.89 | | 6-Month | 7 | 253 | 2.77 | | 1-Year | 14 | 244 | 5.74 | | 3-Year | 72 | 219 | 32.88 | | 5-Year | 60 | 197 | 30.46 |
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