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| Morningstar Return Rating: | High | | Year to Date Return: | 17.85% | | 5-Year Average Return: | 3.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.03% | |
Worst 1-Yr Total Return (2008): | -28.61% | |
Best 3-Yr Total Return (2004-6): | 12.12% | |
Worst 3-Yr Total Return (2006-8): | -2.53% |
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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 | HQIYX | Category | Diff | Index* | Diff | | Year To Date | 17.85 | 21.73 | -3.88 | 24.07 | -6.22 | | 1-Month | 5.27 | 5.16 | 0.11 | 6.00 | -0.73 | | 3-Month | 7.13 | 6.45 | 0.68 | 7.91 | -0.78 | | 1-Year | 18.94 | 24.67 | -5.73 | 25.39 | -6.45 | | 3-Year | -2.53 | -7.33 | 4.8 | -5.79 | 3.26 | | 5-Year | 3.45 | 0.27 | 3.18 | 0.71 | 2.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.43 | 47.53 | -5.1 | 45.76 | -3.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.04 | -16.99 | 5.95 | -18.25 | 7.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HQIYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.61 | -37.09 | 8.48 | | 2007 | | | 7.17 | 1.42 | 5.75 | | 2006 | | | 21.03 | 18.15 | 2.88 | | 2005 | | | 5.37 | 5.95 | -0.58 | | 2004 | | | 10.51 | 12.97 | -2.46 | | 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
HQIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.21 | 14.66 | 14.55 | N/A | | 2008 | -7.49 | -4.49 | -4.44 | -15.44 | | 2007 | 2.39 | 4.59 | 2.56 | -2.43 | | 2006 | 4.62 | 2.36 | 5.91 | 6.71 | | 2005 | -0.11 | 0.80 | 4.32 | 0.32 | | 2004 | 0.27 | 0.28 | 1.27 | 8.53 | | 2003 | N/A | N/A | N/A | 12.84 | | 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 | 956 | 1293 | 73.94 | | 1-Month | 1070 | 1338 | 79.97 | | 3-Month | 318 | 1329 | 23.93 | | 6-Month | 356 | 1320 | 26.97 | | 1-Year | 838 | 1280 | 65.47 | | 3-Year | 63 | 1088 | 5.79 | | 5-Year | 46 | 917 | 5.02 |
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0.20% Nasdaq 
Performance
