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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.11% | | 5-Year Average Return: | 4.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 41.21% | |
Worst 1-Yr Total Return (2008): | -24.60% | |
Best 3-Yr Total Return (2005-7): | 4.72% | |
Worst 3-Yr Total Return (2006-8): | -5.42% |
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| 1-Year: | 40.21% | | 3-Year: | 2.48% | | 5-Year: | 4.10% | | 10-Year: | 5.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MYHCX | Category | Diff | Index* | Diff | | Year To Date | 1.11 | 1.11 | 0 | 1.53 | -0.42 | | 1-Month | 1.11 | 1.11 | 0 | 1.53 | -0.42 | | 3-Month | 3.96 | 5.20 | -1.24 | 1.23 | 2.73 | | 1-Year | 36.67 | 41.66 | -4.99 | 8.51 | 28.16 | | 3-Year | 2.63 | 3.11 | -0.48 | 6.60 | -3.97 | | 5-Year | 4.44 | 4.59 | -0.15 | 5.16 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.49 | 35.57 | -4.08 | 7.06 | 24.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.42 | 0.74 | 0.68 | 7.94 | -6.52 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MYHCX | Category | Diff | | 2009 | | | 41.21 | 46.70 | -5.49 | | 2008 | | | -24.60 | -26.41 | 1.81 | | 2007 | | | 1.08 | 1.47 | -0.39 | | 2006 | | | 11.00 | 10.14 | 0.86 | | 2005 | | | 2.34 | 2.59 | -0.25 | | 2004 | | | 11.79 | 9.99 | 1.80 | | 2003 | | | 36.50 | 24.36 | 12.14 | | 2002 | | | -1.53 | -1.52 | -0.01 | | 2001 | | | 1.71 | 2.39 | -0.68 | | 2000 | | | -7.20 | -7.12 | -0.08 |
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| PAST QUARTERLY RETURNS (%) FOR
MYHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.61 | 17.05 | 10.50 | 4.37 | | 2008 | -3.95 | 1.67 | -6.48 | -17.43 | | 2007 | 1.98 | 0.11 | -0.64 | -0.36 | | 2006 | 2.19 | 0.58 | 2.70 | 5.16 | | 2005 | -1.31 | 1.23 | 1.36 | 1.07 | | 2004 | 2.50 | -0.54 | 3.38 | 6.07 | | 2003 | 8.13 | 11.85 | 4.69 | 7.80 | | 2002 | 2.26 | -4.51 | -7.04 | 8.47 | | 2001 | 3.54 | -2.51 | -4.20 | 5.17 | | 2000 | 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 | 180 | 581 | 30.98 | | 1-Month | 156 | 581 | 26.85 | | 3-Month | 470 | 574 | 81.88 | | 6-Month | 460 | 569 | 80.84 | | 1-Year | 332 | 545 | 60.92 | | 3-Year | 291 | 477 | 61.01 | | 5-Year | 227 | 410 | 55.37 |
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