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| Morningstar Return Rating: | High | | Year to Date Return: | -2.98% | | 5-Year Average Return: | 2.46% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 18.70% | |
Worst 1-Yr Total Return (2008): | -28.66% | |
Best 3-Yr Total Return (2007-9): | -3.23% | |
Worst 3-Yr Total Return (2007-9): | -3.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HQITX | Category | Diff | Index* | Diff | | Year To Date | -2.98 | -2.97 | -0.01 | -3.60 | 0.62 | | 1-Month | -2.98 | -2.97 | -0.01 | -3.60 | 0.62 | | 3-Month | 3.10 | 3.98 | -0.88 | 4.16 | -1.06 | | 1-Year | 29.62 | 32.89 | -3.27 | 33.14 | -3.52 | | 3-Year | -4.54 | -8.60 | 4.06 | -7.24 | 2.7 | | 5-Year | 2.46 | -0.19 | 2.65 | 0.18 | 2.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.42 | 47.48 | -5.06 | 45.76 | -3.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.19 | -17.06 | 5.87 | -18.25 | 7.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HQITX | Category | Diff | | 2009 | | | 18.70 | 24.13 | -5.43 | | 2008 | | | -28.66 | -37.09 | 8.43 | | 2007 | | | 7.02 | 1.42 | 5.60 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HQITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.22 | 14.52 | 14.55 | 5.48 | | 2008 | -7.51 | -4.51 | -4.46 | -15.46 | | 2007 | 2.32 | 4.55 | 2.49 | -2.40 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1073 | 1325 | 80.98 | | 1-Month | 583 | 1325 | 44.00 | | 3-Month | 1181 | 1313 | 89.95 | | 6-Month | 881 | 1296 | 67.98 | | 1-Year | 731 | 1268 | 57.65 | | 3-Year | 90 | 1104 | 8.15 | | 5-Year | | 914 | N/A |
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