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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.21% | | 5-Year Average Return: | -0.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.33% | |
Worst 1-Yr Total Return (2008): | -18.93% | |
Best 3-Yr Total Return (2004-6): | 3.73% | |
Worst 3-Yr Total Return (2006-8): | -4.44% |
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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 | HUIIX | Category | Diff | Index* | Diff | | Year To Date | 10.21 | 13.54 | -3.33 | 6.24 | 3.97 | | 1-Month | 1.32 | 0.89 | 0.43 | 0.49 | 0.83 | | 3-Month | 5.78 | 4.14 | 1.64 | 2.60 | 3.18 | | 1-Year | 5.67 | 17.86 | -12.19 | 13.79 | -8.12 | | 3-Year | -2.49 | 4.54 | -7.03 | 6.35 | -8.84 | | 5-Year | -0.23 | 3.85 | -4.08 | 5.05 | -5.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.22 | 13.81 | -0.59 | 7.06 | 6.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.35 | 6.49 | -14.84 | 7.94 | -16.29 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HUIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.93 | -4.70 | -14.23 | | 2007 | | | 3.19 | 4.70 | -1.51 | | 2006 | | | 4.30 | 4.15 | 0.15 | | 2005 | | | 2.57 | 1.80 | 0.77 | | 2004 | | | 4.33 | 3.91 | 0.42 | | 2003 | | | 3.75 | 5.10 | -1.35 | | 2002 | | | 9.91 | 8.04 | 1.87 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HUIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.40 | 4.61 | 7.64 | N/A | | 2008 | -2.82 | -1.10 | -5.16 | -11.07 | | 2007 | 1.43 | -0.75 | 1.80 | 0.69 | | 2006 | -0.57 | -0.10 | 3.75 | 1.21 | | 2005 | -0.41 | 2.86 | -0.46 | 0.59 | | 2004 | 2.59 | -2.21 | 3.07 | 0.91 | | 2003 | 1.32 | 2.40 | -0.20 | 0.20 | | 2002 | -0.18 | 3.60 | 4.68 | 1.53 | | 2001 | N/A | 0.40 | 4.59 | -0.22 | | 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 | 740 | 1122 | 65.95 | | 1-Month | 337 | 1164 | 28.95 | | 3-Month | 173 | 1154 | 14.99 | | 6-Month | 328 | 1133 | 28.95 | | 1-Year | 903 | 1113 | 81.13 | | 3-Year | 766 | 957 | 80.04 | | 5-Year | 681 | 845 | 80.59 |
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0.63% Nasdaq 
Performance
