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| Morningstar Return Rating: | High | | Year to Date Return: | 14.28% | | 5-Year Average Return: | 6.43% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 8.33% | |
Worst 1-Yr Total Return (2005): | 2.33% | |
Best 3-Yr Total Return (2006-8): | 5.04% | |
Worst 3-Yr Total Return (2004-6): | 3.73% |
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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 | HRBDX | Category | Diff | Index* | Diff | | Year To Date | 14.28 | 14.86 | -0.58 | 7.61 | 6.67 | | 1-Month | 0.96 | 1.13 | -0.17 | 1.29 | -0.33 | | 3-Month | 3.34 | 3.76 | -0.42 | 2.86 | 0.48 | | 1-Year | 18.74 | 18.84 | -0.1 | 11.63 | 7.11 | | 3-Year | 8.24 | 4.58 | 3.66 | 6.40 | 1.84 | | 5-Year | 6.43 | 4.20 | 2.23 | 5.49 | 0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.61 | 13.91 | 0.7 | 7.06 | 7.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 11.74 | 6.57 | 5.17 | 7.94 | 3.8 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.20 | -4.70 | 7.90 | | 2007 | | | 8.33 | 4.70 | 3.63 | | 2006 | | | 3.66 | 4.15 | -0.49 | | 2005 | | | 2.33 | 1.80 | 0.53 | | 2004 | | | 5.21 | 3.91 | 1.30 | | 2003 | | | 5.09 | 5.10 | -0.01 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HRBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.76 | 5.83 | 5.39 | N/A | | 2008 | 3.21 | -1.38 | -3.53 | 5.10 | | 2007 | 1.47 | -1.40 | 4.21 | 3.90 | | 2006 | -0.48 | -0.33 | 3.69 | 0.78 | | 2005 | -0.43 | 2.95 | -0.47 | 0.29 | | 2004 | 2.59 | -2.10 | 3.53 | 1.18 | | 2003 | 2.31 | 2.59 | -0.37 | 0.49 | | 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 | 517 | 1126 | 45.91 | | 1-Month | 373 | 1168 | 31.93 | | 3-Month | 636 | 1158 | 54.92 | | 6-Month | 775 | 1140 | 67.98 | | 1-Year | 436 | 1120 | 38.93 | | 3-Year | 40 | 970 | 4.12 | | 5-Year | 37 | 854 | 4.33 |
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