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| Morningstar Return Rating: | Above average | | Year to Date Return: | 58.07% | | 5-Year Average Return: | 14.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 38.62% | |
Worst 1-Yr Total Return (2008): | -52.33% | |
Best 3-Yr Total Return (2005-7): | 34.36% | |
Worst 3-Yr Total Return (2006-8): | -5.86% |
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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 | HLEMX | Category | Diff | Index* | Diff | | Year To Date | 58.07 | 67.76 | -9.69 | 29.91 | 28.16 | | 1-Month | 5.20 | 5.36 | -0.16 | 2.00 | 3.2 | | 3-Month | 12.52 | 13.28 | -0.76 | 4.58 | 7.94 | | 1-Year | 70.21 | 80.33 | -10.12 | 37.72 | 32.49 | | 3-Year | 2.32 | 2.54 | -0.22 | -5.52 | 7.84 | | 5-Year | 14.14 | 13.59 | 0.55 | 4.13 | 10.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.14 | 85.38 | -6.24 | 59.35 | 19.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.73 | -8.10 | -6.63 | -14.95 | 0.22 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HLEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.33 | -54.44 | 2.11 | | 2007 | | | 35.94 | 36.68 | -0.74 | | 2006 | | | 28.73 | 32.06 | -3.33 | | 2005 | | | 38.62 | 31.54 | 7.08 | | 2004 | | | 28.85 | 23.54 | 5.31 | | 2003 | | | 56.34 | 55.19 | 1.15 | | 2002 | | | -6.52 | -6.05 | -0.47 | | 2001 | | | 2.02 | -3.83 | 5.85 | | 2000 | | | -16.64 | -30.33 | 13.69 | | 1999 | | | 76.71 | 70.56 | 6.15 |
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| PAST QUARTERLY RETURNS (%) FOR
HLEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.87 | 32.85 | 20.07 | N/A | | 2008 | -9.90 | -0.17 | -26.39 | -27.99 | | 2007 | 1.25 | 12.80 | 12.97 | 5.36 | | 2006 | 10.72 | -7.19 | 8.50 | 15.45 | | 2005 | 0.08 | 6.66 | 21.75 | 6.67 | | 2004 | 8.94 | -9.04 | 10.64 | 17.52 | | 2003 | -3.13 | 18.20 | 15.47 | 18.25 | | 2002 | 14.14 | -7.00 | -16.56 | 5.54 | | 2001 | -0.22 | 3.59 | -19.58 | 22.74 | | 2000 | 6.37 | -2.91 | -10.84 | -9.47 | | 1999 | N/A | N/A | N/A | 34.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 306 | 365 | 83.84 | | 1-Month | 45 | 381 | 11.81 | | 3-Month | 229 | 376 | 60.90 | | 6-Month | 305 | 373 | 81.77 | | 1-Year | 237 | 354 | 66.95 | | 3-Year | 119 | 260 | 45.77 | | 5-Year | 73 | 194 | 37.63 |
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0.02% Nasdaq 
0.33%
Performance
