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| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.74% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 26.58% | |
Worst 1-Yr Total Return (2008): | -27.57% | |
Best 3-Yr Total Return (2005-7): | 5.92% | |
Worst 3-Yr Total Return (2006-8): | -5.76% |
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| 1-Year: | 21.58% | | 3-Year: | -2.44% | | 5-Year: | 1.38% | | 10-Year: | 0.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMBBX | Category | Diff | Index* | Diff | | Year To Date | -2.74 | -1.95 | -0.79 | N/A | N/A | | 1-Month | -2.74 | -1.95 | -0.79 | N/A | N/A | | 3-Month | 2.43 | 3.10 | -0.67 | N/A | N/A | | 1-Year | 27.18 | 27.80 | -0.62 | N/A | N/A | | 3-Year | -2.63 | -2.95 | 0.32 | N/A | N/A | | 5-Year | 1.29 | 1.92 | -0.63 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.82 | 33.97 | -2.15 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.98 | -9.11 | 1.13 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMBBX | Category | Diff | | 2009 | | | 26.58 | 24.13 | 2.45 | | 2008 | | | -27.57 | -28.00 | 0.43 | | 2007 | | | 4.06 | 5.99 | -1.93 | | 2006 | | | 11.06 | 11.29 | -0.23 | | 2005 | | | 2.82 | 5.13 | -2.31 | | 2004 | | | 3.93 | 8.86 | -4.93 | | 2003 | | | 17.31 | 20.35 | -3.04 | | 2002 | | | -14.03 | -12.02 | -2.01 | | 2001 | | | -5.76 | -5.05 | -0.71 | | 2000 | | | -3.38 | 1.82 | -5.20 |
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| PAST QUARTERLY RETURNS (%) FOR
HMBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.24 | 12.29 | 11.13 | 4.84 | | 2008 | -5.49 | -3.33 | -7.11 | -14.65 | | 2007 | -0.17 | 3.41 | 3.23 | -2.36 | | 2006 | 3.13 | -1.04 | 4.53 | 4.10 | | 2005 | -0.89 | 1.47 | 1.70 | 0.54 | | 2004 | 1.54 | -1.51 | -0.28 | 4.21 | | 2003 | -1.97 | 9.27 | 1.41 | 8.00 | | 2002 | -0.54 | -8.09 | -10.64 | 5.25 | | 2001 | -6.77 | 3.30 | -7.67 | 5.98 | | 2000 | 2.86 | -1.61 | -0.59 | -3.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 897 | 1246 | 71.99 | | 1-Month | 784 | 1246 | 62.92 | | 3-Month | 589 | 1228 | 47.96 | | 6-Month | 683 | 1221 | 55.94 | | 1-Year | 581 | 1176 | 49.40 | | 3-Year | 373 | 964 | 38.69 | | 5-Year | 435 | 789 | 55.13 |
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