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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.36% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.39% | |
Worst 1-Yr Total Return (2008): | -36.22% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | HSIIX | Category | Diff | Index* | Diff | | Year To Date | 24.36 | 25.65 | -1.29 | 24.07 | 0.29 | | 1-Month | 3.73 | 3.38 | 0.35 | 6.00 | -2.27 | | 3-Month | 6.03 | 3.71 | 2.32 | 7.91 | -1.88 | | 1-Year | 30.77 | 31.83 | -1.06 | 25.39 | 5.38 | | 3-Year | -5.00 | -7.28 | 2.28 | -5.79 | 0.79 | | 5-Year | 1.16 | -0.38 | 1.54 | 0.71 | 0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.33 | 53.06 | 2.27 | 45.76 | 9.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.25 | -19.68 | -3.57 | -18.25 | -5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.22 | -41.55 | 5.33 | | 2007 | | | 7.39 | 7.59 | -0.20 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.37 | 20.19 | 18.02 | N/A | | 2008 | -11.42 | 3.12 | -4.31 | -27.03 | | 2007 | 3.65 | 8.39 | -1.61 | -2.84 | | 2006 | N/A | N/A | 2.93 | 8.66 | | 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 | | 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 | 424 | 786 | 53.94 | | 1-Month | 399 | 816 | 48.90 | | 3-Month | 211 | 815 | 25.89 | | 6-Month | 112 | 802 | 13.97 | | 1-Year | 318 | 781 | 40.72 | | 3-Year | 134 | 667 | 20.09 | | 5-Year | | 563 | N/A |
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