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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.44% | | 5-Year Average Return: | 4.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 9.32% | |
Worst 1-Yr Total Return (2008): | -13.85% | |
Best 3-Yr Total Return (2004-6): | 6.87% | |
Worst 3-Yr Total Return (2006-8): | -1.29% |
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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 | HYFRX | Category | Diff | Index* | Diff | | Year To Date | 26.44 | 40.95 | -14.51 | 6.24 | 20.2 | | 1-Month | 1.36 | 1.53 | -0.17 | 0.49 | 0.87 | | 3-Month | 5.80 | 8.19 | -2.39 | 2.60 | 3.2 | | 1-Year | 28.41 | 35.58 | -7.17 | 13.79 | 14.62 | | 3-Year | 4.50 | 2.61 | 1.89 | 6.35 | -1.85 | | 5-Year | 4.94 | 4.05 | 0.89 | 5.05 | -0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.37 | 34.85 | -16.48 | 7.06 | 11.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.49 | 0.91 | 2.58 | 7.94 | -4.45 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.85 | -26.41 | 12.56 | | 2007 | | | 2.50 | 1.47 | 1.03 | | 2006 | | | 8.90 | 10.14 | -1.24 | | 2005 | | | 2.53 | 2.59 | -0.06 | | 2004 | | | 9.32 | 9.99 | -0.67 | | 2003 | | | 19.58 | 24.36 | -4.78 | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HYFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.95 | 7.49 | 9.53 | N/A | | 2008 | -2.58 | 2.34 | -3.84 | -10.13 | | 2007 | 2.90 | 0.36 | 0.11 | -0.86 | | 2006 | 2.51 | -0.38 | 3.20 | 3.33 | | 2005 | -1.02 | 0.95 | 1.68 | 0.92 | | 2004 | 1.11 | -0.82 | 4.92 | 3.90 | | 2003 | 4.19 | 5.86 | 2.91 | 5.36 | | 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 | 519 | 547 | 94.88 | | 1-Month | 473 | 577 | 81.98 | | 3-Month | 509 | 573 | 88.83 | | 6-Month | 530 | 553 | 95.84 | | 1-Year | 408 | 546 | 74.73 | | 3-Year | 79 | 471 | 16.77 | | 5-Year | 108 | 401 | 26.93 |
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0.92% Nasdaq 
0.02 (0.19%) 
Performance
