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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.87% | | 5-Year Average Return: | 4.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.30% | |
Worst 1-Yr Total Return (2008): | -23.14% | |
Best 3-Yr Total Return (2004-6): | 6.23% | |
Worst 3-Yr Total Return (2006-8): | -4.69% |
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| 1-Year: | 17.46% | | 3-Year: | 4.77% | | 5-Year: | 4.74% | | 10-Year: | -2.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HYLCX | Category | Diff | Index* | Diff | | Year To Date | 42.87 | 42.53 | 0.34 | 7.61 | 35.26 | | 1-Month | 0.70 | 1.09 | -0.39 | 1.29 | -0.59 | | 3-Month | 6.59 | 7.76 | -1.17 | 2.86 | 3.73 | | 1-Year | 55.91 | 48.90 | 7.01 | 11.63 | 44.28 | | 3-Year | 4.78 | 2.47 | 2.31 | 6.40 | -1.62 | | 5-Year | 4.62 | 4.02 | 0.6 | 5.49 | -0.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.90 | 35.54 | 2.36 | 7.06 | 30.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.36 | 0.71 | 3.65 | 7.94 | -3.58 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.14 | -26.41 | 3.27 | | 2007 | | | 3.06 | 1.47 | 1.59 | | 2006 | | | 9.30 | 10.14 | -0.84 | | 2005 | | | 0.56 | 2.59 | -2.03 | | 2004 | | | 9.06 | 9.99 | -0.93 | | 2003 | | | 27.64 | 24.36 | 3.28 | | 2002 | | | -9.84 | -1.52 | -8.32 | | 2001 | | | -27.90 | 2.39 | -30.29 | | 2000 | | | -31.06 | -7.12 | -23.94 | | 1999 | | | 1.89 | 5.05 | -3.16 |
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| PAST QUARTERLY RETURNS (%) FOR
HYLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.72 | 16.38 | 14.74 | N/A | | 2008 | -0.23 | -0.29 | -8.79 | -15.28 | | 2007 | 2.03 | 0.31 | 0.92 | -0.23 | | 2006 | 2.15 | 0.34 | 2.70 | 3.83 | | 2005 | -2.32 | 2.18 | 0.43 | 0.32 | | 2004 | 1.43 | -0.07 | 3.92 | 3.54 | | 2003 | 6.46 | 9.68 | 2.83 | 6.30 | | 2002 | -0.77 | -4.87 | -7.85 | 3.65 | | 2001 | -4.48 | -11.91 | -14.66 | 0.41 | | 2000 | -1.74 | -3.93 | -9.10 | -19.66 | | 1999 | N/A | N/A | N/A | 1.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 298 | 543 | 54.88 | | 1-Month | 493 | 574 | 85.89 | | 3-Month | 451 | 571 | 78.98 | | 6-Month | 229 | 559 | 40.97 | | 1-Year | 153 | 543 | 28.18 | | 3-Year | 70 | 467 | 14.99 | | 5-Year | 130 | 403 | 32.26 |
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0.31% Nasdaq 
0.05%
Performance
