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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.96% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.38% | |
Worst 1-Yr Total Return (2008): | -40.99% | |
Best 3-Yr Total Return (2005-7): | 11.30% | |
Worst 3-Yr Total Return (2006-8): | -9.05% |
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| 1-Year: | -9.49% | | 3-Year: | -5.70% | | 5-Year: | 1.27% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HAAAX | Category | Diff | Index* | Diff | | Year To Date | 20.96 | 18.65 | 2.31 | 17.05 | 3.91 | | 1-Month | -2.91 | -2.18 | -0.73 | -1.86 | -1.05 | | 3-Month | 4.59 | 5.08 | -0.49 | 5.48 | -0.89 | | 1-Year | 15.20 | 11.86 | 3.34 | 9.80 | 5.4 | | 3-Year | -5.91 | -6.78 | 0.87 | -7.02 | 1.11 | | 5-Year | 1.37 | 0.49 | 0.88 | 0.33 | 1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.18 | 45.26 | 5.92 | 45.76 | 5.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.06 | -15.99 | -3.07 | -18.25 | -0.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HAAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.99 | -37.79 | -3.20 | | 2007 | | | 11.48 | 6.16 | 5.32 | | 2006 | | | 14.38 | 14.17 | 0.21 | | 2005 | | | 8.12 | 5.88 | 2.24 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HAAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.00 | 19.77 | 16.87 | N/A | | 2008 | -10.84 | 0.08 | -13.99 | -23.12 | | 2007 | 2.18 | 7.21 | 3.29 | -1.48 | | 2006 | 6.45 | -2.95 | 2.24 | 8.29 | | 2005 | -3.19 | 2.75 | 5.17 | 3.35 | | 2004 | N/A | N/A | -1.17 | 11.23 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | 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 | 563 | 2013 | 27.97 | | 1-Month | 1645 | 2110 | 77.96 | | 3-Month | 1003 | 2090 | 47.99 | | 6-Month | 450 | 2049 | 21.96 | | 1-Year | 344 | 1999 | 17.21 | | 3-Year | 430 | 1694 | 25.38 | | 5-Year | 275 | 1352 | 20.34 |
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0.22% Nasdaq 
Performance
