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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.70% | | 5-Year Average Return: | 5.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.09% | |
Worst 1-Yr Total Return (2008): | -42.19% | |
Best 3-Yr Total Return (2004-6): | 19.53% | |
Worst 3-Yr Total Return (2006-8): | -5.37% |
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| 1-Year: | -6.53% | | 3-Year: | -2.37% | | 5-Year: | 6.75% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HUIBX | Category | Diff | Index* | Diff | | Year To Date | 28.70 | 29.35 | -0.65 | 29.91 | -1.21 | | 1-Month | 2.40 | 3.83 | -1.43 | 2.00 | 0.4 | | 3-Month | 5.45 | 6.09 | -0.64 | 4.58 | 0.87 | | 1-Year | 35.38 | 38.30 | -2.92 | 37.72 | -2.34 | | 3-Year | -3.70 | -5.68 | 1.98 | -5.52 | 1.82 | | 5-Year | 5.26 | 4.12 | 1.14 | 4.13 | 1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.24 | 57.56 | -5.32 | 59.35 | -7.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.34 | -15.07 | -2.27 | -14.95 | -2.39 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HUIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.19 | -43.99 | 1.80 | | 2007 | | | 16.24 | 12.71 | 3.53 | | 2006 | | | 26.09 | 24.77 | 1.32 | | 2005 | | | 13.62 | 14.72 | -1.10 | | 2004 | | | 19.23 | 17.39 | 1.84 | | 2003 | | | 33.77 | 33.58 | 0.19 | | 2002 | | | -13.87 | -16.69 | 2.82 | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HUIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.75 | 22.56 | 17.09 | N/A | | 2008 | -5.83 | -2.41 | -17.94 | -23.34 | | 2007 | 2.28 | 7.67 | 4.04 | 1.45 | | 2006 | 11.52 | -0.64 | 2.67 | 10.84 | | 2005 | -0.29 | 0.00 | 10.24 | 3.36 | | 2004 | 1.93 | 1.67 | 0.88 | 14.04 | | 2003 | -6.69 | 16.78 | 6.97 | 14.76 | | 2002 | -0.39 | -0.79 | -17.35 | 5.45 | | 2001 | N/A | -2.30 | -19.71 | 6.56 | | 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 | 354 | 824 | 42.96 | | 1-Month | 160 | 847 | 18.89 | | 3-Month | 346 | 844 | 41.00 | | 6-Month | 797 | 839 | 94.99 | | 1-Year | 413 | 817 | 50.55 | | 3-Year | 125 | 612 | 20.42 | | 5-Year | 107 | 462 | 23.16 |
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0.20% Nasdaq 
0.04 (0.39%) 
Performance
