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| Morningstar Return Rating: | | | Year to Date Return: | 77.43% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -47.95% | |
Worst 1-Yr Total Return (2008): | -47.95% | |
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 | HUSIX | Category | Diff | Index* | Diff | | Year To Date | 77.43 | 22.92 | 54.51 | 24.07 | 53.36 | | 1-Month | 4.77 | 2.83 | 1.94 | 6.00 | -1.23 | | 3-Month | 7.48 | 2.63 | 4.85 | 7.91 | -0.43 | | 1-Year | 87.72 | 29.66 | 58.06 | 25.39 | 62.33 | | 3-Year | N/A | -8.12 | N/A | -5.79 | N/A | | 5-Year | N/A | -0.18 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 112.17 | 63.44 | 48.73 | 45.76 | 66.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.19 | -16.13 | 5.94 | -18.25 | 8.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HUSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.95 | -32.24 | -15.71 | | 2007 | | | N/A | -6.08 | N/A | | 2006 | | | N/A | 16.27 | N/A | | 2005 | | | N/A | 6.40 | N/A | | 2004 | | | N/A | 21.14 | N/A | | 2003 | | | N/A | 42.38 | N/A | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HUSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.33 | 35.14 | 33.09 | N/A | | 2008 | -10.01 | 0.14 | -9.33 | -36.30 | | 2007 | N/A | N/A | -8.00 | -12.07 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 3 | 361 | 0.83 | | 1-Month | 376 | 380 | 98.95 | | 3-Month | 41 | 377 | 10.88 | | 6-Month | 7 | 368 | 1.90 | | 1-Year | 4 | 358 | 1.12 | | 3-Year | | 293 | N/A | | 5-Year | | 233 | N/A |
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