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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.34% | | 5-Year Average Return: | 4.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.79% | |
Worst 1-Yr Total Return (2008): | -24.60% | |
Best 3-Yr Total Return (2004-6): | 8.29% | |
Worst 3-Yr Total Return (2006-8): | -5.42% |
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| 1-Year: | 10.72% | | 3-Year: | 2.74% | | 5-Year: | 4.44% | | 10-Year: | 5.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MYHCX | Category | Diff | Index* | Diff | | Year To Date | 37.34 | 40.95 | -3.61 | 6.24 | 31.1 | | 1-Month | 1.51 | 1.53 | -0.02 | 0.49 | 1.02 | | 3-Month | 6.83 | 8.19 | -1.36 | 2.60 | 4.23 | | 1-Year | 31.57 | 35.58 | -4.01 | 13.79 | 17.78 | | 3-Year | 2.78 | 2.61 | 0.17 | 6.35 | -3.57 | | 5-Year | 4.43 | 4.05 | 0.38 | 5.05 | -0.62 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.49 | 34.85 | -3.36 | 7.06 | 24.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.42 | 0.91 | 0.51 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 9.51 | 5.05 | 4.46 |
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| PAST QUARTERLY RETURNS (%) FOR
MYHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.61 | 17.05 | 10.50 | N/A | | 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 | 0.55 | 0.69 | -0.60 | -7.78 | | 1999 | N/A | N/A | N/A | 3.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 388 | 547 | 70.93 | | 1-Month | 403 | 577 | 69.84 | | 3-Month | 395 | 573 | 68.94 | | 6-Month | 387 | 553 | 69.98 | | 1-Year | 356 | 546 | 65.20 | | 3-Year | 242 | 471 | 51.38 | | 5-Year | 182 | 401 | 45.39 |
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