|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.19% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.85% | |
Worst 1-Yr Total Return (2008): | -21.05% | |
Best 3-Yr Total Return (2005-7): | 3.09% | |
Worst 3-Yr Total Return (2006-8): | -5.31% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HYLSX | Category | Diff | Index* | Diff | | Year To Date | 31.19 | 42.53 | -11.34 | 7.61 | 23.58 | | 1-Month | 0.63 | 1.09 | -0.46 | 1.29 | -0.66 | | 3-Month | 5.80 | 7.76 | -1.96 | 2.86 | 2.94 | | 1-Year | 38.00 | 48.90 | -10.9 | 11.63 | 26.37 | | 3-Year | 1.98 | 2.47 | -0.49 | 6.40 | -4.42 | | 5-Year | 2.74 | 4.02 | -1.28 | 5.49 | -2.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.84 | 35.54 | -12.7 | 7.06 | 15.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.77 | 0.71 | -1.48 | 7.94 | -8.71 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYLSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.05 | -26.41 | 5.36 | | 2007 | | | 1.58 | 1.47 | 0.11 | | 2006 | | | 5.85 | 10.14 | -4.29 | | 2005 | | | 1.90 | 2.59 | -0.69 | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
HYLSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.96 | 11.12 | 9.49 | N/A | | 2008 | -2.71 | 1.26 | -6.01 | -14.73 | | 2007 | 2.31 | -0.18 | -0.07 | -0.47 | | 2006 | 0.63 | -0.97 | 3.16 | 2.96 | | 2005 | -1.82 | 2.52 | 0.52 | 0.71 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 488 | 543 | 89.87 | | 1-Month | 361 | 574 | 62.89 | | 3-Month | 508 | 571 | 88.97 | | 6-Month | 519 | 559 | 92.84 | | 1-Year | 401 | 543 | 73.85 | | 3-Year | 288 | 467 | 61.67 | | 5-Year | 302 | 403 | 74.94 |
|
|
|
|
|
1.27% Nasdaq 0.00%
Performance
