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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.10% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 29.26% | |
Worst 1-Yr Total Return (2008): | -49.66% | |
Best 3-Yr Total Return (2004-6): | 21.78% | |
Worst 3-Yr Total Return (2006-8): | -11.77% |
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| 1-Year: | -3.86% | | 3-Year: | -8.24% | | 5-Year: | 3.20% | | 10-Year: | 0.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HOECX | Category | Diff | Index* | Diff | | Year To Date | 30.10 | 28.50 | 1.6 | 29.91 | 0.19 | | 1-Month | 3.34 | 2.93 | 0.41 | 2.00 | 1.34 | | 3-Month | 4.15 | 4.52 | -0.37 | 4.58 | -0.43 | | 1-Year | 36.83 | 37.87 | -1.04 | 37.72 | -0.89 | | 3-Year | -10.45 | -5.94 | -4.51 | -5.52 | -4.93 | | 5-Year | 1.37 | 3.48 | -2.11 | 4.13 | -2.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.94 | 59.57 | 7.37 | 59.35 | 7.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.42 | -11.44 | -9.98 | -14.95 | -6.47 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HOECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.66 | -42.41 | -7.25 | | 2007 | | | 5.53 | 9.01 | -3.48 | | 2006 | | | 29.26 | 25.98 | 3.28 | | 2005 | | | 14.66 | 13.19 | 1.47 | | 2004 | | | 21.86 | 21.99 | -0.13 | | 2003 | | | 27.43 | 39.07 | -11.64 | | 2002 | | | -18.06 | -12.37 | -5.69 | | 2001 | | | -18.62 | -15.98 | -2.64 | | 2000 | | | -20.95 | -6.76 | -14.19 | | 1999 | | | 67.99 | 30.02 | 37.97 |
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| PAST QUARTERLY RETURNS (%) FOR
HOECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.89 | 25.86 | 22.05 | N/A | | 2008 | -9.00 | -3.05 | -22.72 | -26.16 | | 2007 | 2.49 | 8.60 | 0.89 | -6.02 | | 2006 | 12.13 | -0.65 | 4.32 | 11.22 | | 2005 | 0.35 | -1.73 | 12.15 | 3.69 | | 2004 | 3.69 | 0.15 | 3.17 | 13.73 | | 2003 | -10.54 | 15.56 | 7.13 | 15.06 | | 2002 | 0.42 | -5.01 | -21.00 | 8.74 | | 2001 | -11.85 | -0.45 | -17.00 | 11.73 | | 2000 | 2.98 | -5.32 | -12.33 | -7.52 | | 1999 | N/A | N/A | N/A | 30.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 136 | 340 | 40.00 | | 1-Month | 276 | 354 | 77.97 | | 3-Month | 233 | 354 | 65.82 | | 6-Month | 137 | 352 | 38.92 | | 1-Year | 138 | 338 | 40.83 | | 3-Year | 219 | 265 | 82.64 | | 5-Year | 155 | 199 | 77.89 |
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0.08% Nasdaq 
0.10 (2.45%) 
Performance
