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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.09% | | 5-Year Average Return: | 4.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.56% | |
Worst 1-Yr Total Return (2008): | -20.68% | |
Best 3-Yr Total Return (2004-6): | 6.35% | |
Worst 3-Yr Total Return (2006-8): | -3.91% |
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| 1-Year: | 6.96% | | 3-Year: | 2.56% | | 5-Year: | 3.56% | | 10-Year: | 4.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNHIX | Category | Diff | Index* | Diff | | Year To Date | 36.09 | 40.95 | -4.86 | 6.24 | 29.85 | | 1-Month | 0.96 | 1.53 | -0.57 | 0.49 | 0.47 | | 3-Month | 6.36 | 8.19 | -1.83 | 2.60 | 3.76 | | 1-Year | 33.89 | 35.58 | -1.69 | 13.79 | 20.1 | | 3-Year | 4.50 | 2.61 | 1.89 | 6.35 | -1.85 | | 5-Year | 4.66 | 4.05 | 0.61 | 5.05 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.90 | 34.85 | -6.95 | 7.06 | 20.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.17 | 0.91 | 3.26 | 7.94 | -3.77 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.68 | -26.41 | 5.73 | | 2007 | | | 3.11 | 1.47 | 1.64 | | 2006 | | | 8.46 | 10.14 | -1.68 | | 2005 | | | 2.15 | 2.59 | -0.44 | | 2004 | | | 8.56 | 9.99 | -1.43 | | 2003 | | | 16.86 | 24.36 | -7.50 | | 2002 | | | 0.55 | -1.52 | 2.07 | | 2001 | | | 6.71 | 2.39 | 4.32 | | 2000 | | | -6.47 | -7.12 | 0.65 | | 1999 | | | 2.92 | 5.05 | -2.13 |
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| PAST QUARTERLY RETURNS (%) FOR
UNHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.00 | 14.58 | 10.98 | N/A | | 2008 | -2.20 | 1.50 | -5.08 | -15.81 | | 2007 | 2.77 | 0.60 | 0.38 | -0.64 | | 2006 | 2.25 | -0.10 | 2.28 | 3.82 | | 2005 | -1.66 | 1.28 | 1.67 | 0.89 | | 2004 | 1.97 | -0.83 | 3.76 | 3.47 | | 2003 | 3.34 | 5.65 | 2.61 | 4.31 | | 2002 | 1.65 | -3.54 | -1.04 | 3.63 | | 2001 | 4.96 | -0.74 | -2.48 | 5.03 | | 2000 | -1.73 | -0.01 | -0.80 | -4.04 | | 1999 | N/A | N/A | N/A | 2.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 421 | 547 | 76.97 | | 1-Month | 525 | 577 | 90.99 | | 3-Month | 446 | 573 | 77.84 | | 6-Month | 442 | 553 | 79.93 | | 1-Year | 339 | 546 | 62.09 | | 3-Year | 94 | 471 | 19.96 | | 5-Year | 147 | 401 | 36.66 |
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0.83% Nasdaq 
Performance
