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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.73% | | 5-Year Average Return: | 2.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.19% | |
Worst 1-Yr Total Return (2008): | -41.81% | |
Best 3-Yr Total Return (2004-6): | 13.27% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
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| 1-Year: | -8.47% | | 3-Year: | -5.62% | | 5-Year: | 2.52% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HRIAX | Category | Diff | Index* | Diff | | Year To Date | 31.73 | 31.75 | -0.02 | 29.91 | 1.82 | | 1-Month | 5.41 | 4.47 | 0.94 | 2.00 | 3.41 | | 3-Month | 8.11 | 7.37 | 0.74 | 4.58 | 3.53 | | 1-Year | 33.47 | 38.36 | -4.89 | 37.72 | -4.25 | | 3-Year | -5.33 | -4.57 | -0.76 | -5.52 | 0.19 | | 5-Year | 2.30 | 3.09 | -0.79 | 4.13 | -1.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.29 | 51.30 | -0.01 | 59.35 | -8.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.84 | -13.15 | -4.69 | -14.95 | -2.89 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.81 | -41.91 | 0.10 | | 2007 | | | 8.43 | 11.28 | -2.85 | | 2006 | | | 19.19 | 19.72 | -0.53 | | 2005 | | | 9.24 | 11.61 | -2.37 | | 2004 | | | 11.61 | 15.27 | -3.66 | | 2003 | | | 24.62 | 34.49 | -9.87 | | 2002 | | | -16.05 | -19.36 | 3.31 | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HRIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.49 | 23.56 | 15.58 | N/A | | 2008 | -11.82 | -0.78 | -10.54 | -25.66 | | 2007 | 1.97 | 6.79 | 1.46 | -1.86 | | 2006 | 8.46 | -1.71 | 3.31 | 8.22 | | 2005 | -2.02 | 0.98 | 7.95 | 2.28 | | 2004 | 2.24 | -0.21 | -2.30 | 11.97 | | 2003 | -5.84 | 14.39 | 2.71 | 12.65 | | 2002 | 3.79 | -5.91 | -17.81 | 4.58 | | 2001 | N/A | N/A | -14.96 | 8.86 | | 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 | 307 | 751 | 40.88 | | 1-Month | 539 | 830 | 64.94 | | 3-Month | 475 | 820 | 57.93 | | 6-Month | 690 | 776 | 88.92 | | 1-Year | 333 | 729 | 45.68 | | 3-Year | 256 | 528 | 48.48 | | 5-Year | 218 | 430 | 50.70 |
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0.47% Nasdaq 
Performance
