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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.20% | | 5-Year Average Return: | 3.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.08% | |
Worst 1-Yr Total Return (2008): | -20.32% | |
Best 3-Yr Total Return (2004-6): | 5.84% | |
Worst 3-Yr Total Return (2006-8): | -4.49% |
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| 1-Year: | 5.64% | | 3-Year: | 1.32% | | 5-Year: | 2.58% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HYPSX | Category | Diff | Index* | Diff | | Year To Date | 32.20 | 42.53 | -10.33 | 7.61 | 24.59 | | 1-Month | 0.66 | 1.09 | -0.43 | 1.29 | -0.63 | | 3-Month | 5.88 | 7.76 | -1.88 | 2.86 | 3.02 | | 1-Year | 38.92 | 48.90 | -9.98 | 11.63 | 27.29 | | 3-Year | 2.82 | 2.47 | 0.35 | 6.40 | -3.58 | | 5-Year | 3.59 | 4.02 | -0.43 | 5.49 | -1.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.40 | 35.54 | -12.14 | 7.06 | 16.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.16 | 0.71 | -0.55 | 7.94 | -7.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HYPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.32 | -26.41 | 6.09 | | 2007 | | | 2.29 | 1.47 | 0.82 | | 2006 | | | 6.90 | 10.14 | -3.24 | | 2005 | | | 2.61 | 2.59 | 0.02 | | 2004 | | | 8.08 | 9.99 | -1.91 | | 2003 | | | 15.16 | 24.36 | -9.20 | | 2002 | | | 6.03 | -1.52 | 7.55 | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HYPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.30 | 11.31 | 9.70 | N/A | | 2008 | -2.49 | 1.59 | -5.86 | -14.56 | | 2007 | 2.46 | 0.01 | 0.11 | -0.29 | | 2006 | 0.83 | -0.71 | 3.43 | 3.23 | | 2005 | -1.67 | 2.68 | 0.70 | 0.92 | | 2004 | 2.08 | -1.60 | 4.72 | 2.75 | | 2003 | 4.11 | 5.29 | 0.75 | 4.28 | | 2002 | 1.54 | 0.12 | 0.57 | 3.71 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 466 | 543 | 85.82 | | 1-Month | 315 | 574 | 54.88 | | 3-Month | 473 | 571 | 82.84 | | 6-Month | 514 | 559 | 91.95 | | 1-Year | 391 | 543 | 72.01 | | 3-Year | 207 | 467 | 44.33 | | 5-Year | 255 | 403 | 63.28 |
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