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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.18% | | 5-Year Average Return: | 1.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.23% | |
Worst 1-Yr Total Return (2008): | -49.70% | |
Best 3-Yr Total Return (2004-6): | 21.75% | |
Worst 3-Yr Total Return (2006-8): | -11.83% |
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| 1-Year: | -4.94% | | 3-Year: | -8.44% | | 5-Year: | 3.20% | | 10-Year: | 0.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HOEBX | Category | Diff | Index* | Diff | | Year To Date | 30.18 | 28.50 | 1.68 | 29.91 | 0.27 | | 1-Month | 3.34 | 2.93 | 0.41 | 2.00 | 1.34 | | 3-Month | 3.92 | 4.52 | -0.6 | 4.58 | -0.66 | | 1-Year | 36.80 | 37.87 | -1.07 | 37.72 | -0.92 | | 3-Year | -10.49 | -5.94 | -4.55 | -5.52 | -4.97 | | 5-Year | 1.34 | 3.48 | -2.14 | 4.13 | -2.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.52 | 59.57 | 6.95 | 59.35 | 7.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.22 | -11.44 | -9.78 | -14.95 | -6.27 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HOEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.70 | -42.41 | -7.29 | | 2007 | | | 5.42 | 9.01 | -3.59 | | 2006 | | | 29.23 | 25.98 | 3.25 | | 2005 | | | 14.63 | 13.19 | 1.44 | | 2004 | | | 21.82 | 21.99 | -0.17 | | 2003 | | | 27.50 | 39.07 | -11.57 | | 2002 | | | -18.06 | -12.37 | -5.69 | | 2001 | | | -18.58 | -15.98 | -2.60 | | 2000 | | | -20.91 | -6.76 | -14.15 | | 1999 | | | 67.46 | 30.02 | 37.44 |
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| PAST QUARTERLY RETURNS (%) FOR
HOEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.74 | 25.93 | 21.90 | N/A | | 2008 | -8.96 | -3.15 | -22.70 | -26.20 | | 2007 | 2.56 | 8.52 | 0.91 | -6.13 | | 2006 | 12.17 | -0.72 | 4.35 | 11.21 | | 2005 | 0.35 | -1.77 | 12.16 | 3.68 | | 2004 | 3.59 | 0.24 | 3.07 | 13.83 | | 2003 | -10.52 | 15.60 | 7.05 | 15.15 | | 2002 | 0.42 | -5.07 | -20.93 | 8.69 | | 2001 | -11.84 | -0.38 | -17.08 | 11.79 | | 2000 | 3.01 | -5.33 | -12.34 | -7.48 | | 1999 | N/A | N/A | N/A | 29.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 125 | 340 | 36.76 | | 1-Month | 205 | 354 | 57.91 | | 3-Month | 223 | 354 | 62.99 | | 6-Month | 140 | 352 | 39.77 | | 1-Year | 130 | 338 | 38.46 | | 3-Year | 218 | 265 | 82.26 | | 5-Year | 154 | 199 | 77.39 |
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0.03% Nasdaq 
Performance
