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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.13% | | 5-Year Average Return: | 5.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.96% | |
Worst 1-Yr Total Return (2008): | -5.17% | |
Best 3-Yr Total Return (2005-7): | 6.05% | |
Worst 3-Yr Total Return (2006-8): | 3.14% |
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| 1-Year: | 3.45% | | 3-Year: | 4.44% | | 5-Year: | 4.50% | | 10-Year: | 4.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNHHX | Category | Diff | Index* | Diff | | Year To Date | 15.13 | 14.19 | 0.94 | 6.24 | 8.89 | | 1-Month | 1.23 | 0.74 | 0.49 | 0.49 | 0.74 | | 3-Month | 3.67 | 5.11 | -1.44 | 2.60 | 1.07 | | 1-Year | 20.44 | 22.15 | -1.71 | 13.79 | 6.65 | | 3-Year | 6.76 | 6.75 | 0.01 | 6.35 | 0.41 | | 5-Year | 5.81 | 5.08 | 0.73 | 5.05 | 0.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.82 | 18.82 | -7 | 7.06 | 4.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.01 | 7.98 | -2.97 | 7.94 | -2.93 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNHHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.17 | -1.57 | -3.60 | | 2007 | | | 9.96 | 7.28 | 2.68 | | 2006 | | | 5.22 | 5.42 | -0.20 | | 2005 | | | 3.09 | -3.33 | 6.42 | | 2004 | | | 5.33 | 8.98 | -3.65 | | 2003 | | | 11.65 | 13.79 | -2.14 | | 2002 | | | 1.83 | 14.10 | -12.27 | | 2001 | | | 8.78 | 1.95 | 6.83 | | 2000 | | | -4.79 | 3.21 | -8.00 | | 1999 | | | 1.45 | -2.86 | 4.31 |
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| PAST QUARTERLY RETURNS (%) FOR
UNHHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.65 | 6.18 | 4.35 | N/A | | 2008 | 3.86 | -0.27 | -5.14 | -3.49 | | 2007 | 1.92 | 1.08 | 4.33 | 2.31 | | 2006 | 1.58 | 0.79 | 0.82 | 1.93 | | 2005 | -0.64 | 1.32 | 2.15 | 0.25 | | 2004 | 2.27 | -2.46 | 2.74 | 2.78 | | 2003 | 3.33 | 5.31 | 0.26 | 2.34 | | 2002 | 0.52 | -3.13 | 0.60 | 3.96 | | 2001 | 3.13 | 1.15 | 2.07 | 2.17 | | 2000 | -1.91 | -0.68 | -0.05 | -2.22 | | 1999 | N/A | N/A | N/A | 2.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 100 | 272 | 36.76 | | 1-Month | 201 | 292 | 68.84 | | 3-Month | 266 | 287 | 92.68 | | 6-Month | 256 | 282 | 90.78 | | 1-Year | 138 | 260 | 53.08 | | 3-Year | 90 | 188 | 47.87 | | 5-Year | 37 | 163 | 22.70 |
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