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| Morningstar Return Rating: | Low | | Year to Date Return: | 13.17% | | 5-Year Average Return: | -3.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.33% | |
Worst 1-Yr Total Return (2008): | -38.81% | |
Best 3-Yr Total Return (2004-6): | 8.29% | |
Worst 3-Yr Total Return (2006-8): | -11.90% |
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| 1-Year: | -13.33% | | 3-Year: | -10.20% | | 5-Year: | -3.27% | | 10-Year: | -0.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HUIEX | Category | Diff | Index* | Diff | | Year To Date | 13.17 | 15.79 | -2.62 | 17.05 | -3.88 | | 1-Month | -0.94 | -2.21 | 1.27 | -1.86 | 0.92 | | 3-Month | 7.61 | 5.62 | 1.99 | 5.48 | 2.13 | | 1-Year | 10.30 | 9.52 | 0.78 | 9.80 | 0.5 | | 3-Year | -10.28 | -8.36 | -1.92 | -7.02 | -3.26 | | 5-Year | -3.58 | 0.18 | -3.76 | 0.33 | -3.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.05 | 46.84 | 1.21 | 45.76 | 2.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.15 | -16.40 | -0.75 | -18.25 | 1.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HUIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.81 | -37.09 | -1.72 | | 2007 | | | 1.11 | 1.42 | -0.31 | | 2006 | | | 10.52 | 18.15 | -7.63 | | 2005 | | | 2.28 | 5.95 | -3.67 | | 2004 | | | 12.33 | 12.97 | -0.64 | | 2003 | | | 20.08 | 28.44 | -8.36 | | 2002 | | | -13.28 | -18.69 | 5.41 | | 2001 | | | 1.04 | -4.99 | 6.03 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HUIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.69 | 17.26 | 18.38 | N/A | | 2008 | -10.85 | -10.34 | -3.98 | -20.27 | | 2007 | 0.77 | 6.80 | -0.25 | -5.82 | | 2006 | 2.72 | -0.60 | 3.36 | 4.73 | | 2005 | -1.44 | 2.16 | -0.64 | 2.24 | | 2004 | 1.82 | 1.08 | 1.66 | 7.37 | | 2003 | -8.84 | 18.15 | -0.19 | 11.70 | | 2002 | 4.83 | -3.33 | -18.71 | 5.27 | | 2001 | -1.53 | 6.84 | -6.53 | 2.74 | | 2000 | N/A | N/A | 3.29 | 2.48 | | 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 | 894 | 1335 | 66.97 | | 1-Month | 275 | 1379 | 19.94 | | 3-Month | 314 | 1368 | 22.95 | | 6-Month | 242 | 1346 | 17.98 | | 1-Year | 546 | 1318 | 41.43 | | 3-Year | 786 | 1124 | 69.93 | | 5-Year | 776 | 934 | 83.08 |
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0.50% Nasdaq 
Performance
