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| Morningstar Return Rating: | High | | Year to Date Return: | 3.28% | | 5-Year Average Return: | 5.34% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 9.36% | |
Worst 1-Yr Total Return (2005): | 3.29% | |
Best 3-Yr Total Return (2006-8): | 6.72% | |
Worst 3-Yr Total Return (2004-6): | 3.81% |
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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 | HLGAX | Category | Diff | Index* | Diff | | Year To Date | 3.28 | 5.18 | -1.9 | 6.24 | -2.96 | | 1-Month | 0.33 | 0.57 | -0.24 | 0.49 | -0.16 | | 3-Month | 2.45 | 2.42 | 0.03 | 2.60 | -0.15 | | 1-Year | 11.41 | 10.54 | 0.87 | 13.79 | -2.38 | | 3-Year | 6.80 | 5.52 | 1.28 | 6.35 | 0.45 | | 5-Year | 5.34 | 4.28 | 1.06 | 5.05 | 0.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.23 | 4.85 | -0.62 | 7.06 | -2.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.09 | 7.28 | 0.81 | 7.94 | 0.15 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HLGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 9.36 | 4.76 | 4.60 | | 2007 | | | 7.52 | 6.09 | 1.43 | | 2006 | | | 3.36 | 3.47 | -0.11 | | 2005 | | | 3.29 | 1.91 | 1.38 | | 2004 | | | 4.79 | 3.01 | 1.78 | | 2003 | | | 2.54 | 1.90 | 0.64 | | 2002 | | | 11.38 | 9.23 | 2.15 | | 2001 | | | 7.13 | 6.81 | 0.32 | | 2000 | | | 12.04 | 10.86 | 1.18 | | 1999 | | | -1.76 | -1.35 | -0.41 |
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| PAST QUARTERLY RETURNS (%) FOR
HLGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.21 | -0.84 | 2.58 | N/A | | 2008 | 3.44 | -1.10 | 0.90 | 5.94 | | 2007 | 1.61 | -0.79 | 3.21 | 3.35 | | 2006 | -1.17 | -0.17 | 3.83 | 0.90 | | 2005 | -0.01 | 3.58 | -0.89 | 0.63 | | 2004 | 3.01 | -2.58 | 3.48 | 0.91 | | 2003 | 1.21 | 1.83 | -0.38 | -0.13 | | 2002 | 0.09 | 4.66 | 5.52 | 0.77 | | 2001 | 2.39 | 0.36 | 4.44 | -0.17 | | 2000 | 2.41 | 1.61 | 2.96 | 4.57 | | 1999 | N/A | N/A | N/A | -0.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 231 | 367 | 62.94 | | 1-Month | 295 | 374 | 78.88 | | 3-Month | 127 | 374 | 33.96 | | 6-Month | 164 | 373 | 43.97 | | 1-Year | 95 | 357 | 26.61 | | 3-Year | 60 | 345 | 17.39 | | 5-Year | 35 | 318 | 11.01 |
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