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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.53% | | 5-Year Average Return: | 3.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 24.37% | |
Worst 1-Yr Total Return (2008): | -25.13% | |
Best 3-Yr Total Return (2004-6): | 15.54% | |
Worst 3-Yr Total Return (2006-8): | -3.55% |
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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 | HYBUX | Category | Diff | Index* | Diff | | Year To Date | 22.53 | 22.72 | -0.19 | 24.07 | -1.54 | | 1-Month | 3.78 | 3.14 | 0.64 | 6.00 | -2.22 | | 3-Month | 4.40 | 3.09 | 1.31 | 7.91 | -3.51 | | 1-Year | 28.13 | 29.36 | -1.23 | 25.39 | 2.74 | | 3-Year | -1.76 | -8.14 | 6.38 | -5.79 | 4.03 | | 5-Year | 3.56 | -0.30 | 3.86 | 0.71 | 2.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.22 | 57.49 | -9.27 | 45.76 | 2.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.61 | -19.40 | 2.79 | -18.25 | 1.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYBUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.13 | -36.56 | 11.43 | | 2007 | | | 2.73 | -1.10 | 3.83 | | 2006 | | | 16.65 | 15.03 | 1.62 | | 2005 | | | 6.30 | 6.75 | -0.45 | | 2004 | | | 24.37 | 18.94 | 5.43 | | 2003 | | | 34.64 | 43.41 | -8.77 | | 2002 | | | -0.79 | -16.22 | 15.43 | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HYBUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.80 | 19.88 | 14.52 | N/A | | 2008 | -2.25 | 8.16 | -7.15 | -23.73 | | 2007 | 1.66 | 6.51 | -2.38 | -2.81 | | 2006 | 14.90 | -2.84 | -5.69 | 10.79 | | 2005 | 0.85 | -0.08 | 8.18 | -2.48 | | 2004 | 11.16 | 2.22 | -2.96 | 12.81 | | 2003 | -6.50 | 20.91 | 5.09 | 13.33 | | 2002 | 13.00 | 0.35 | -18.58 | 7.44 | | 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 | 203 | 657 | 30.90 | | 1-Month | 33 | 679 | 4.86 | | 3-Month | 73 | 671 | 10.88 | | 6-Month | 550 | 663 | 82.96 | | 1-Year | 184 | 646 | 28.48 | | 3-Year | 36 | 573 | 6.28 | | 5-Year | 45 | 475 | 9.47 |
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0.20% Nasdaq 
Performance
