|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.32% | | 5-Year Average Return: | 4.40% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.62% | |
Worst 1-Yr Total Return (2005): | 1.08% | |
Best 3-Yr Total Return (2006-8): | 5.71% | |
Worst 3-Yr Total Return (2004-6): | 2.24% |
|
| 1-Year: | 3.19% | | 3-Year: | 4.16% | | 5-Year: | 3.28% | | 10-Year: | 4.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMGCX | Category | Diff | Index* | Diff | | Year To Date | 3.32 | 6.47 | -3.15 | 7.61 | -4.29 | | 1-Month | 1.15 | 1.23 | -0.08 | 1.29 | -0.14 | | 3-Month | 2.10 | 2.69 | -0.59 | 2.86 | -0.76 | | 1-Year | 5.63 | 9.04 | -3.41 | 11.63 | -6 | | 3-Year | 5.53 | 5.62 | -0.09 | 6.40 | -0.87 | | 5-Year | 4.40 | 4.68 | -0.28 | 5.49 | -1.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.15 | 4.86 | -1.71 | 7.06 | -3.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.79 | 7.38 | -0.59 | 7.94 | -1.15 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.62 | 4.76 | 2.86 | | 2007 | | | 6.32 | 6.09 | 0.23 | | 2006 | | | 3.25 | 3.47 | -0.22 | | 2005 | | | 1.08 | 1.91 | -0.83 | | 2004 | | | 2.42 | 3.01 | -0.59 | | 2003 | | | 1.08 | 1.90 | -0.82 | | 2002 | | | 9.17 | 9.23 | -0.06 | | 2001 | | | 7.01 | 6.81 | 0.20 | | 2000 | | | 10.74 | 10.86 | -0.12 | | 1999 | | | -1.33 | -1.35 | 0.02 |
|
| PAST QUARTERLY RETURNS (%) FOR
HMGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.35 | -0.33 | 1.79 | N/A | | 2008 | 2.65 | -1.36 | 0.92 | 5.32 | | 2007 | 1.40 | -0.73 | 2.84 | 2.70 | | 2006 | -0.60 | -0.17 | 3.23 | 0.80 | | 2005 | -0.80 | 2.28 | -0.67 | 0.29 | | 2004 | 2.15 | -2.55 | 2.46 | 0.42 | | 2003 | 0.81 | 1.60 | -0.91 | -0.39 | | 2002 | -0.56 | 4.21 | 4.47 | 0.84 | | 2001 | 2.79 | -0.06 | 4.98 | -0.77 | | 2000 | 1.69 | 1.68 | 2.86 | 4.12 | | 1999 | N/A | N/A | N/A | -0.52 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 256 | 367 | 69.75 | | 1-Month | 224 | 374 | 59.89 | | 3-Month | 258 | 374 | 68.98 | | 6-Month | 329 | 374 | 87.97 | | 1-Year | 231 | 358 | 64.53 | | 3-Year | 172 | 345 | 49.86 | | 5-Year | 168 | 318 | 52.83 |
|
|
|
|
|
0.28% Nasdaq 0.00%
0.01 (0.09%) 
Performance
