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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.40% | | 5-Year Average Return: | 4.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.43% | |
Worst 1-Yr Total Return (2008): | -22.58% | |
Best 3-Yr Total Return (2004-6): | 6.14% | |
Worst 3-Yr Total Return (2006-8): | -4.39% |
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| 1-Year: | 13.88% | | 3-Year: | 4.10% | | 5-Year: | 4.47% | | 10-Year: | -2.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HYLBX | Category | Diff | Index* | Diff | | Year To Date | 42.40 | 42.53 | -0.13 | 7.61 | 34.79 | | 1-Month | 0.71 | 1.09 | -0.38 | 1.29 | -0.58 | | 3-Month | 6.58 | 7.76 | -1.18 | 2.86 | 3.72 | | 1-Year | 56.80 | 48.90 | 7.9 | 11.63 | 45.17 | | 3-Year | 4.75 | 2.47 | 2.28 | 6.40 | -1.65 | | 5-Year | 4.66 | 4.02 | 0.64 | 5.49 | -0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.39 | 35.54 | 1.85 | 7.06 | 30.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.73 | 0.71 | 4.02 | 7.94 | -3.21 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.58 | -26.41 | 3.83 | | 2007 | | | 3.16 | 1.47 | 1.69 | | 2006 | | | 9.43 | 10.14 | -0.71 | | 2005 | | | 0.09 | 2.59 | -2.50 | | 2004 | | | 9.19 | 9.99 | -0.80 | | 2003 | | | 27.77 | 24.36 | 3.41 | | 2002 | | | -9.72 | -1.52 | -8.20 | | 2001 | | | -27.58 | 2.39 | -29.97 | | 2000 | | | -31.06 | -7.12 | -23.94 | | 1999 | | | 1.82 | 5.05 | -3.23 |
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| PAST QUARTERLY RETURNS (%) FOR
HYLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.91 | 16.93 | 14.68 | N/A | | 2008 | 0.39 | -0.26 | -9.38 | -14.68 | | 2007 | 2.06 | 0.34 | 0.95 | -0.21 | | 2006 | 2.76 | -0.22 | 2.74 | 3.88 | | 2005 | -2.30 | 1.63 | 0.45 | 0.34 | | 2004 | 1.46 | -0.04 | 3.95 | 3.57 | | 2003 | 6.49 | 9.06 | 3.47 | 6.33 | | 2002 | -0.73 | -4.84 | -7.82 | 3.67 | | 2001 | -4.16 | -11.88 | -14.64 | 0.45 | | 2000 | -1.52 | -3.90 | -9.29 | -19.70 | | 1999 | N/A | N/A | N/A | 1.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 314 | 543 | 57.83 | | 1-Month | 482 | 574 | 83.97 | | 3-Month | 445 | 571 | 77.93 | | 6-Month | 257 | 559 | 45.97 | | 1-Year | 168 | 543 | 30.94 | | 3-Year | 59 | 467 | 12.63 | | 5-Year | 125 | 403 | 31.02 |
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0.11% Nasdaq 
Performance
