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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.52% | | 5-Year Average Return: | 2.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.61% | |
Worst 1-Yr Total Return (2008): | -29.49% | |
Best 3-Yr Total Return (2004-6): | 10.58% | |
Worst 3-Yr Total Return (2006-8): | -3.72% |
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| 1-Year: | -10.41% | | 3-Year: | -4.76% | | 5-Year: | 1.90% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HQIBX | Category | Diff | Index* | Diff | | Year To Date | 16.52 | 21.73 | -5.21 | 24.07 | -7.55 | | 1-Month | 5.13 | 5.16 | -0.03 | 6.00 | -0.87 | | 3-Month | 6.71 | 6.45 | 0.26 | 7.91 | -1.2 | | 1-Year | 17.48 | 24.67 | -7.19 | 25.39 | -7.91 | | 3-Year | -3.75 | -7.33 | 3.58 | -5.79 | 2.04 | | 5-Year | 2.17 | 0.27 | 1.9 | 0.71 | 1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.52 | 47.53 | -6.01 | 45.76 | -4.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.08 | -16.99 | 4.91 | -18.25 | 6.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HQIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.49 | -37.09 | 7.60 | | 2007 | | | 5.83 | 1.42 | 4.41 | | 2006 | | | 19.61 | 18.15 | 1.46 | | 2005 | | | 4.01 | 5.95 | -1.94 | | 2004 | | | 8.71 | 12.97 | -4.26 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HQIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.43 | 14.35 | 14.22 | N/A | | 2008 | -7.76 | -4.83 | -4.71 | -15.71 | | 2007 | 2.11 | 4.23 | 2.26 | -2.76 | | 2006 | 4.33 | 2.05 | 5.55 | 6.44 | | 2005 | -0.34 | 0.41 | 3.94 | 0.01 | | 2004 | -0.08 | 0.00 | 0.95 | 7.77 | | 2003 | N/A | N/A | N/A | 12.68 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1060 | 1293 | 81.98 | | 1-Month | 1110 | 1338 | 82.96 | | 3-Month | 385 | 1329 | 28.97 | | 6-Month | 514 | 1320 | 38.94 | | 1-Year | 921 | 1280 | 71.95 | | 3-Year | 137 | 1088 | 12.59 | | 5-Year | 140 | 917 | 15.27 |
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