|
| Morningstar Return Rating: | Average | | Year to Date Return: | 21.38% | | 5-Year Average Return: | 1.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 19.98% | |
Worst 1-Yr Total Return (2008): | -44.25% | |
Best 3-Yr Total Return (2005-7): | 13.47% | |
Worst 3-Yr Total Return (2006-8): | -9.40% |
|
| 1-Year: | -10.85% | | 3-Year: | -4.34% | | 5-Year: | 2.95% | | 10-Year: | 3.14% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMIBX | Category | Diff | Index* | Diff | | Year To Date | 21.38 | 25.80 | -4.42 | 17.05 | 4.33 | | 1-Month | -2.67 | -4.37 | 1.7 | -1.86 | -0.81 | | 3-Month | 5.58 | 4.09 | 1.49 | 5.48 | 0.1 | | 1-Year | 15.26 | 16.23 | -0.97 | 9.80 | 5.46 | | 3-Year | -5.77 | -5.36 | -0.41 | -7.02 | 1.25 | | 5-Year | 1.83 | 1.68 | 0.15 | 0.33 | 1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.63 | 47.87 | -3.24 | 45.76 | -1.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.50 | -19.87 | -3.63 | -18.25 | -5.25 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.25 | -43.77 | -0.48 | | 2007 | | | 19.98 | 15.09 | 4.89 | | 2006 | | | 11.16 | 9.00 | 2.16 | | 2005 | | | 9.53 | 9.84 | -0.31 | | 2004 | | | 12.98 | 13.23 | -0.25 | | 2003 | | | 30.88 | 35.96 | -5.08 | | 2002 | | | -27.74 | -27.24 | -0.50 | | 2001 | | | -10.18 | -19.98 | 9.80 | | 2000 | | | 10.16 | -4.78 | 14.94 | | 1999 | | | 37.07 | 60.49 | -23.42 |
|
| PAST QUARTERLY RETURNS (%) FOR
HMIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 15.60 | 16.15 | N/A | | 2008 | -11.46 | 1.21 | -16.11 | -25.84 | | 2007 | 5.37 | 11.14 | 2.99 | -0.51 | | 2006 | 10.57 | -4.31 | -1.34 | 6.49 | | 2005 | -1.55 | 5.84 | 4.88 | 0.23 | | 2004 | 3.25 | 1.21 | -5.02 | 13.84 | | 2003 | -2.61 | 14.93 | 4.23 | 12.18 | | 2002 | -0.71 | -14.27 | -18.17 | 3.73 | | 2001 | -9.12 | 10.27 | -18.31 | 9.72 | | 2000 | 17.84 | -2.34 | 6.60 | -10.20 | | 1999 | N/A | N/A | N/A | 26.86 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 593 | 848 | 69.93 | | 1-Month | 144 | 901 | 15.98 | | 3-Month | 305 | 898 | 33.96 | | 6-Month | 416 | 868 | 47.93 | | 1-Year | 439 | 847 | 51.83 | | 3-Year | 353 | 749 | 47.13 | | 5-Year | 297 | 636 | 46.70 |
|
|
|
|
|
0.03% Nasdaq 
0.31%
Performance
