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| Morningstar Return Rating: | Below average | | Year to Date Return: | 43.46% | | 5-Year Average Return: | 5.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.88% | |
Worst 1-Yr Total Return (2008): | -22.53% | |
Best 3-Yr Total Return (2004-6): | 6.88% | |
Worst 3-Yr Total Return (2006-8): | -4.08% |
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| 1-Year: | 14.11% | | 3-Year: | 3.90% | | 5-Year: | 4.47% | | 10-Year: | -2.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HYLAX | Category | Diff | Index* | Diff | | Year To Date | 43.46 | 42.53 | 0.93 | 7.61 | 35.85 | | 1-Month | 0.75 | 1.09 | -0.34 | 1.29 | -0.54 | | 3-Month | 6.70 | 7.76 | -1.06 | 2.86 | 3.84 | | 1-Year | 56.52 | 48.90 | 7.62 | 11.63 | 44.89 | | 3-Year | 5.42 | 2.47 | 2.95 | 6.40 | -0.98 | | 5-Year | 5.26 | 4.02 | 1.24 | 5.49 | -0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.23 | 35.54 | 2.69 | 7.06 | 31.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.09 | 0.71 | 4.38 | 7.94 | -2.85 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.53 | -26.41 | 3.88 | | 2007 | | | 3.67 | 1.47 | 2.20 | | 2006 | | | 9.88 | 10.14 | -0.26 | | 2005 | | | 1.23 | 2.59 | -1.36 | | 2004 | | | 9.75 | 9.99 | -0.24 | | 2003 | | | 29.15 | 24.36 | 4.79 | | 2002 | | | -9.72 | -1.52 | -8.20 | | 2001 | | | -27.13 | 2.39 | -29.52 | | 2000 | | | -30.77 | -7.12 | -23.65 | | 1999 | | | 2.59 | 5.05 | -2.46 |
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| PAST QUARTERLY RETURNS (%) FOR
HYLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.01 | 17.35 | 14.94 | N/A | | 2008 | 0.51 | -0.13 | -9.15 | -15.05 | | 2007 | 2.18 | 0.46 | 1.07 | -0.08 | | 2006 | 2.27 | 0.48 | 2.84 | 3.97 | | 2005 | -2.09 | 1.74 | 1.15 | 0.47 | | 2004 | 1.64 | 0.08 | 4.06 | 3.68 | | 2003 | 6.66 | 9.83 | 2.97 | 7.07 | | 2002 | -0.53 | -4.69 | -8.25 | 3.79 | | 2001 | -3.92 | -12.09 | -14.23 | 0.57 | | 2000 | -1.55 | -3.80 | -9.16 | -19.54 | | 1999 | N/A | N/A | N/A | 2.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 276 | 543 | 50.83 | | 1-Month | 441 | 574 | 76.83 | | 3-Month | 428 | 571 | 74.96 | | 6-Month | 206 | 559 | 36.85 | | 1-Year | 139 | 543 | 25.60 | | 3-Year | 31 | 467 | 6.64 | | 5-Year | 53 | 403 | 13.15 |
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0.51% Nasdaq 
Performance
