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| Morningstar Return Rating: | Average | | Year to Date Return: | 43.37% | | 5-Year Average Return: | 5.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.18% | |
Worst 1-Yr Total Return (2008): | -21.86% | |
Best 3-Yr Total Return (2004-6): | 6.90% | |
Worst 3-Yr Total Return (2006-8): | -3.64% |
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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 | HYLDX | Category | Diff | Index* | Diff | | Year To Date | 43.37 | 42.53 | 0.84 | 7.61 | 35.76 | | 1-Month | 0.77 | 1.09 | -0.32 | 1.29 | -0.52 | | 3-Month | 6.86 | 7.76 | -0.9 | 2.86 | 4 | | 1-Year | 57.83 | 48.90 | 8.93 | 11.63 | 46.2 | | 3-Year | 5.59 | 2.47 | 3.12 | 6.40 | -0.81 | | 5-Year | 5.46 | 4.02 | 1.44 | 5.49 | -0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.93 | 35.54 | 2.39 | 7.06 | 30.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.62 | 0.71 | 4.91 | 7.94 | -2.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYLDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.86 | -26.41 | 4.55 | | 2007 | | | 3.91 | 1.47 | 2.44 | | 2006 | | | 10.18 | 10.14 | 0.04 | | 2005 | | | 0.83 | 2.59 | -1.76 | | 2004 | | | 9.95 | 9.99 | -0.04 | | 2003 | | | 28.54 | 24.36 | 4.18 | | 2002 | | | -8.97 | -1.52 | -7.45 | | 2001 | | | -26.92 | 2.39 | -29.31 | | 2000 | | | -30.61 | -7.12 | -23.49 | | 1999 | | | 2.76 | 5.05 | -2.29 |
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| PAST QUARTERLY RETURNS (%) FOR
HYLDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.08 | 17.01 | 15.00 | N/A | | 2008 | 0.57 | -0.07 | -9.15 | -14.42 | | 2007 | 2.81 | -0.04 | 1.13 | -0.02 | | 2006 | 2.93 | -0.03 | 3.51 | 3.45 | | 2005 | -2.11 | 1.81 | 0.64 | 0.53 | | 2004 | 1.64 | 0.15 | 4.12 | 3.75 | | 2003 | 6.65 | 9.20 | 3.63 | 6.51 | | 2002 | -0.55 | -4.62 | -8.19 | 4.53 | | 2001 | -3.96 | -12.03 | -14.05 | 0.64 | | 2000 | -1.52 | -3.71 | -9.10 | -19.49 | | 1999 | N/A | N/A | N/A | 2.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 282 | 543 | 51.93 | | 1-Month | 453 | 574 | 78.92 | | 3-Month | 422 | 571 | 73.91 | | 6-Month | 218 | 559 | 39.00 | | 1-Year | 141 | 543 | 25.97 | | 3-Year | 26 | 467 | 5.57 | | 5-Year | 45 | 403 | 11.17 |
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0.51% Nasdaq 
Performance
