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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.17% | | 5-Year Average Return: | 5.28% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.47% | |
Worst 1-Yr Total Return (2008): | 1.41% | |
Best 3-Yr Total Return (2005-7): | 4.04% | |
Worst 3-Yr Total Return (2004-6): | 3.19% |
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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 | HMBDX | Category | Diff | Index* | Diff | | Year To Date | 12.17 | 14.86 | -2.69 | 7.61 | 4.56 | | 1-Month | 1.10 | 1.13 | -0.03 | 1.29 | -0.19 | | 3-Month | 2.70 | 3.76 | -1.06 | 2.86 | -0.16 | | 1-Year | 16.00 | 18.84 | -2.84 | 11.63 | 4.37 | | 3-Year | 6.39 | 4.58 | 1.81 | 6.40 | -0.01 | | 5-Year | 5.28 | 4.20 | 1.08 | 5.49 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.10 | 13.91 | -3.81 | 7.06 | 3.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.15 | 6.57 | 2.58 | 7.94 | 1.21 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.41 | -4.70 | 6.11 | | 2007 | | | 6.47 | 4.70 | 1.77 | | 2006 | | | 3.76 | 4.15 | -0.39 | | 2005 | | | 1.96 | 1.80 | 0.16 | | 2004 | | | 3.88 | 3.91 | -0.03 | | 2003 | | | 5.18 | 5.10 | 0.08 | | 2002 | | | 7.36 | 8.04 | -0.68 | | 2001 | | | 8.07 | 7.64 | 0.43 | | 2000 | | | 10.71 | 9.44 | 1.27 | | 1999 | | | -1.82 | -1.35 | -0.47 |
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| PAST QUARTERLY RETURNS (%) FOR
HMBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.50 | 3.58 | 4.95 | N/A | | 2008 | 2.26 | -0.84 | -2.95 | 3.06 | | 2007 | 1.63 | -0.43 | 2.39 | 2.75 | | 2006 | -0.50 | -0.24 | 3.27 | 1.22 | | 2005 | -0.54 | 2.60 | -0.67 | 0.59 | | 2004 | 2.36 | -2.31 | 2.80 | 1.05 | | 2003 | 1.55 | 3.15 | -0.19 | 0.60 | | 2002 | -0.93 | 3.01 | 2.89 | 2.24 | | 2001 | 3.18 | 0.57 | 4.10 | 0.05 | | 2000 | 2.21 | 1.07 | 2.91 | 4.15 | | 1999 | N/A | N/A | N/A | -0.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 686 | 1126 | 60.92 | | 1-Month | 805 | 1168 | 68.92 | | 3-Month | 949 | 1158 | 81.95 | | 6-Month | 729 | 1140 | 63.95 | | 1-Year | 599 | 1120 | 53.48 | | 3-Year | 210 | 970 | 21.65 | | 5-Year | 193 | 854 | 22.60 |
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0.83% Nasdaq 
0.09 (0.82%) 
Performance
