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| Morningstar Return Rating: | | | Year to Date Return: | 39.09% | | 5-Year Average Return: | 6.55% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
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 | HVLBX | Category | Diff | Index* | Diff | | Year To Date | 39.09 | 31.75 | 7.34 | 29.91 | 9.18 | | 1-Month | 4.36 | 4.47 | -0.11 | 2.00 | 2.36 | | 3-Month | 7.79 | 7.37 | 0.42 | 4.58 | 3.21 | | 1-Year | 46.98 | 38.36 | 8.62 | 37.72 | 9.26 | | 3-Year | -0.17 | -4.57 | 4.4 | -5.52 | 5.35 | | 5-Year | 6.55 | 3.09 | 3.46 | 4.13 | 2.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.57 | 51.30 | 5.27 | 59.35 | -2.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.25 | -13.15 | 5.9 | -14.95 | 7.7 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HVLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -41.91 | N/A | | 2007 | | | N/A | 11.28 | N/A | | 2006 | | | N/A | 19.72 | N/A | | 2005 | | | N/A | 11.61 | N/A | | 2004 | | | N/A | 15.27 | N/A | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HVLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.80 | 22.10 | 19.44 | N/A | | 2008 | N/A | N/A | -14.63 | -20.18 | | 2007 | N/A | N/A | N/A | N/A | | 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 | 150 | 751 | 19.97 | | 1-Month | 464 | 830 | 55.90 | | 3-Month | 352 | 820 | 42.93 | | 6-Month | 124 | 776 | 15.98 | | 1-Year | 149 | 729 | 20.44 | | 3-Year | | 528 | N/A | | 5-Year | | 430 | N/A |
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0.51% Nasdaq 
Performance
