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| Morningstar Return Rating: | Above average | | Year to Date Return: | 2.28% | | 5-Year Average Return: | 5.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 54.19% | |
Worst 1-Yr Total Return (2008): | -28.09% | |
Best 3-Yr Total Return (2005-7): | 5.11% | |
Worst 3-Yr Total Return (2006-8): | -6.85% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USHYX | Category | Diff | Index* | Diff | | Year To Date | 2.28 | 1.11 | 1.17 | 1.53 | 0.75 | | 1-Month | 2.28 | 1.11 | 1.17 | 1.53 | 0.75 | | 3-Month | 6.32 | 5.20 | 1.12 | 1.23 | 5.09 | | 1-Year | 52.11 | 41.66 | 10.45 | 8.51 | 43.6 | | 3-Year | 4.41 | 3.11 | 1.3 | 6.60 | -2.19 | | 5-Year | 5.70 | 4.59 | 1.11 | 5.16 | 0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.84 | 35.57 | 8.27 | 7.06 | 36.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.80 | 0.74 | 2.06 | 7.94 | -5.14 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USHYX | Category | Diff | | 2009 | | | 54.19 | 46.70 | 7.49 | | 2008 | | | -28.09 | -26.41 | -1.68 | | 2007 | | | 1.27 | 1.47 | -0.20 | | 2006 | | | 11.00 | 10.14 | 0.86 | | 2005 | | | 3.31 | 2.59 | 0.72 | | 2004 | | | 10.57 | 9.99 | 0.58 | | 2003 | | | 26.52 | 24.36 | 2.16 | | 2002 | | | -4.66 | -1.52 | -3.14 | | 2001 | | | 7.83 | 2.39 | 5.44 | | 2000 | | | -1.96 | -7.12 | 5.16 |
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| PAST QUARTERLY RETURNS (%) FOR
USHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.65 | 23.61 | 15.39 | 6.34 | | 2008 | -3.97 | 0.77 | -7.94 | -19.28 | | 2007 | 2.64 | 0.75 | 0.03 | -2.09 | | 2006 | 2.61 | 0.09 | 3.89 | 4.03 | | 2005 | -0.88 | 1.91 | 1.28 | 0.97 | | 2004 | 2.54 | -0.63 | 3.80 | 4.55 | | 2003 | 5.36 | 10.19 | 3.34 | 5.46 | | 2002 | -0.69 | -7.38 | -1.55 | 5.29 | | 2001 | 5.11 | 0.54 | -3.64 | 5.90 | | 2000 | -0.08 | 2.42 | -0.27 | -3.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 11 | 581 | 1.89 | | 1-Month | 11 | 581 | 1.89 | | 3-Month | 74 | 574 | 12.89 | | 6-Month | 51 | 569 | 8.96 | | 1-Year | 40 | 545 | 7.34 | | 3-Year | 118 | 477 | 24.74 | | 5-Year | 64 | 410 | 15.61 |
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0.30% Nasdaq 
Performance
