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    More On HOLBX


    Holland Balanced (HOLBX)

    18.87 Up 0.21(1.13%) Sep 2

    Performance Overview as of Jul 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-0.56%
    5-Year Average Return:10.17%
    Number of Years Up:15
    Number of Years Down:4
    Best 1 Yr Total Return (2013-12-31):23.14%
    Worst 1 Yr Total Return (2008-12-31):-20.36%
    Best 3-Yr Total Return (N/A):13.75%
    Worst 3-Yr Total Return (N/A):-5.72%
    Load Adjusted Returns 
    1-Year:4.35%
    3-Year:10.00%
    5-Year:10.17%
    10-Year:6.22%
    Trailing Returns (%) vs. Benchmarks 
    ReturnHOLBXCategoryDiffIndex*Diff
    Year To Date-0.56N/AN/AN/AN/A
    1-Month1.86N/AN/AN/AN/A
    3-Month0.56N/AN/AN/AN/A
    1-Year4.35N/AN/AN/AN/A
    3-Year10.00N/AN/AN/AN/A
    5-Year10.17N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.37N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-10.07N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearHOLBXCategoryDiff
    2015N/AN/AN/A
    2014
     
    7.99N/AN/A
    2013
     
    23.14N/AN/A
    2012
     
    10.67N/AN/A
    2011
     
    3.85N/AN/A
    2010
     
    7.19N/AN/A
    2009
     
    17.75N/AN/A
    2008
     
    -20.36N/AN/A
    2007
     
    5.66N/AN/A
    2006
     
    11.59N/AN/A
    2005
     
    1.79N/AN/A
    2004
     
    3.38N/AN/A
    2003
     
    14.14N/AN/A
    2002
     
    -10.32N/AN/A
    2001
     
    -6.38N/AN/A
    2000
     
    -0.20N/AN/A
    1999
     
    14.49N/AN/A
    1998
     
    16.40N/AN/A
    1997
     
    12.13N/AN/A
    1996
     
    16.51N/AN/A
    Past Quarterly Returns (%) for HOLBX 
    Q1Q2Q3Q4
    2015-2.570.21N/AN/A
    20140.313.881.152.45
    20138.743.161.228.44
    20128.280.683.33-1.76
    20113.520.86-8.188.33
    20103.66-7.004.796.11
    2009-5.258.2210.014.39
    2008-2.84-2.85-0.88-14.87
    2007-2.005.423.35-1.04
    20061.690.794.424.27
    2005-0.32-0.501.810.82
    20041.71-0.20-1.593.48
    2003-0.227.071.545.22
    2002-0.99-8.75-6.265.89
    2001-8.383.47-8.217.58
    20005.301.30-3.29-3.25
    19992.214.39-3.4611.16
    19986.991.77-3.3110.56
    19972.177.634.80-2.70
    19964.003.072.526.01
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date93N/A
    1-Month3N/A
    3-Month9N/A
    6-Month59N/A
    1-Year60N/A
    3-Year88N/A
    5-Year62N/A