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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.75% | | 5-Year Average Return: | -2.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.06% | |
Worst 1-Yr Total Return (2008): | -38.21% | |
Best 3-Yr Total Return (2005-7): | 7.63% | |
Worst 3-Yr Total Return (2006-8): | -8.55% |
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| 1-Year: | -15.15% | | 3-Year: | -7.17% | | 5-Year: | -1.84% | | 10-Year: | -2.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HUGBX | Category | Diff | Index* | Diff | | Year To Date | 13.75 | 31.20 | -17.45 | 24.07 | -10.32 | | 1-Month | 5.04 | 5.67 | -0.63 | 6.00 | -0.96 | | 3-Month | 6.35 | 8.18 | -1.83 | 7.91 | -1.56 | | 1-Year | 16.08 | 34.04 | -17.96 | 25.39 | -9.31 | | 3-Year | -6.74 | -3.89 | -2.85 | -5.79 | -0.95 | | 5-Year | -2.04 | 1.25 | -3.29 | 0.71 | -2.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.32 | 43.84 | -15.52 | 45.76 | -17.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.80 | -18.03 | -5.77 | -18.25 | -5.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HUGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.21 | -40.67 | 2.46 | | 2007 | | | 15.06 | 13.35 | 1.71 | | 2006 | | | 7.56 | 7.05 | 0.51 | | 2005 | | | 0.76 | 6.71 | -5.95 | | 2004 | | | 6.85 | 7.81 | -0.96 | | 2003 | | | 18.24 | 28.66 | -10.42 | | 2002 | | | -22.88 | -27.64 | 4.76 | | 2001 | | | -17.40 | -22.30 | 4.90 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HUGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.47 | 12.45 | 11.24 | N/A | | 2008 | -10.23 | 3.40 | -17.46 | -19.35 | | 2007 | 1.20 | 5.34 | 5.24 | 2.55 | | 2006 | 3.39 | -4.10 | 4.67 | 3.65 | | 2005 | -1.64 | 0.36 | 1.86 | 0.21 | | 2004 | 1.30 | 1.04 | -3.39 | 8.05 | | 2003 | -4.26 | 10.56 | 2.04 | 9.47 | | 2002 | 0.24 | -15.45 | -15.23 | 7.36 | | 2001 | -15.95 | 1.30 | -12.50 | 10.86 | | 2000 | N/A | N/A | 1.97 | -3.54 | | 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 | 1781 | 1818 | 97.96 | | 1-Month | 1715 | 1906 | 89.98 | | 3-Month | 1827 | 1904 | 95.96 | | 6-Month | 1847 | 1866 | 98.98 | | 1-Year | 1515 | 1815 | 83.47 | | 3-Year | 1135 | 1537 | 73.85 | | 5-Year | 1041 | 1273 | 81.78 |
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0.20% Nasdaq 
Performance
