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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.56% | | 5-Year Average Return: | 2.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 30.26% | |
Worst 1-Yr Total Return (2008): | -49.23% | |
Best 3-Yr Total Return (2004-6): | 22.73% | |
Worst 3-Yr Total Return (2006-8): | -11.11% |
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| 1-Year: | -7.75% | | 3-Year: | -9.21% | | 5-Year: | 2.88% | | 10-Year: | 1.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HOEAX | Category | Diff | Index* | Diff | | Year To Date | 30.56 | 28.50 | 2.06 | 29.91 | 0.65 | | 1-Month | 3.17 | 2.93 | 0.24 | 2.00 | 1.17 | | 3-Month | 4.19 | 4.52 | -0.33 | 4.58 | -0.39 | | 1-Year | 37.55 | 37.87 | -0.32 | 37.72 | -0.17 | | 3-Year | -9.88 | -5.94 | -3.94 | -5.52 | -4.36 | | 5-Year | 2.04 | 3.48 | -1.44 | 4.13 | -2.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.32 | 59.57 | 7.75 | 59.35 | 7.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.87 | -11.44 | -9.43 | -14.95 | -5.92 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HOEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.23 | -42.41 | -6.82 | | 2007 | | | 6.20 | 9.01 | -2.81 | | 2006 | | | 30.26 | 25.98 | 4.28 | | 2005 | | | 15.47 | 13.19 | 2.28 | | 2004 | | | 22.90 | 21.99 | 0.91 | | 2003 | | | 28.37 | 39.07 | -10.70 | | 2002 | | | -17.44 | -12.37 | -5.07 | | 2001 | | | -18.03 | -15.98 | -2.05 | | 2000 | | | -20.19 | -6.76 | -13.43 | | 1999 | | | 68.71 | 30.02 | 38.69 |
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| PAST QUARTERLY RETURNS (%) FOR
HOEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.81 | 26.09 | 22.13 | N/A | | 2008 | -8.78 | -2.97 | -22.52 | -25.97 | | 2007 | 2.72 | 8.72 | 1.07 | -5.91 | | 2006 | 12.41 | -0.52 | 4.57 | 11.40 | | 2005 | 0.55 | -1.57 | 12.38 | 3.81 | | 2004 | 3.88 | 0.46 | 3.27 | 14.05 | | 2003 | -10.44 | 15.84 | 7.32 | 15.29 | | 2002 | 0.66 | -4.85 | -20.83 | 8.88 | | 2001 | -11.74 | -0.22 | -16.90 | 12.01 | | 2000 | 3.26 | -5.05 | -12.16 | -7.32 | | 1999 | N/A | N/A | N/A | 30.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 119 | 340 | 35.00 | | 1-Month | 208 | 354 | 58.76 | | 3-Month | 169 | 354 | 47.74 | | 6-Month | 147 | 352 | 41.76 | | 1-Year | 114 | 338 | 33.73 | | 3-Year | 209 | 265 | 78.87 | | 5-Year | 137 | 199 | 68.84 |
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0.51% Nasdaq 
Performance
