|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.95% | | 5-Year Average Return: | 1.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.06% | |
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% |
|
| 1-Year: | -1.95% | | 3-Year: | -2.64% | | 5-Year: | 1.26% | | 10-Year: | 0.42% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMBBX | Category | Diff | Index* | Diff | | Year To Date | 23.95 | 22.21 | 1.74 | N/A | N/A | | 1-Month | 3.12 | 3.58 | -0.46 | N/A | N/A | | 3-Month | 6.32 | 5.74 | 0.58 | N/A | N/A | | 1-Year | 25.13 | 26.14 | -1.01 | N/A | N/A | | 3-Year | -1.96 | -2.18 | 0.22 | N/A | N/A | | 5-Year | 1.65 | 2.20 | -0.55 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.82 | 33.99 | -2.17 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.98 | -9.13 | 1.15 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 4.88 | 10.71 | -5.83 |
|
| PAST QUARTERLY RETURNS (%) FOR
HMBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.24 | 12.29 | 11.13 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 5.12 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 485 | 1184 | 40.96 | | 1-Month | 826 | 1233 | 66.99 | | 3-Month | 540 | 1229 | 43.94 | | 6-Month | 797 | 1208 | 65.98 | | 1-Year | 478 | 1183 | 40.41 | | 3-Year | 402 | 932 | 43.13 | | 5-Year | 414 | 784 | 52.81 |
|
|
|
|
|
0.20% Nasdaq 
Performance
