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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.07% | | 5-Year Average Return: | 0.69% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.72% | |
Worst 1-Yr Total Return (2008): | -41.40% | |
Best 3-Yr Total Return (2005-7): | 10.57% | |
Worst 3-Yr Total Return (2006-8): | -9.64% |
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| 1-Year: | -9.42% | | 3-Year: | -5.40% | | 5-Year: | 1.39% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HAABX | Category | Diff | Index* | Diff | | Year To Date | 26.07 | 25.10 | 0.97 | 24.07 | 2 | | 1-Month | 4.85 | 5.28 | -0.43 | 6.00 | -1.15 | | 3-Month | 6.46 | 7.01 | -0.55 | 7.91 | -1.45 | | 1-Year | 30.29 | 28.01 | 2.28 | 25.39 | 4.9 | | 3-Year | -5.99 | -5.87 | -0.12 | -5.79 | -0.2 | | 5-Year | 0.69 | 0.64 | 0.05 | 0.71 | -0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.79 | 46.08 | 4.71 | 45.76 | 5.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.61 | -17.41 | -2.2 | -18.25 | -1.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HAABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.40 | -37.79 | -3.61 | | 2007 | | | 10.69 | 6.16 | 4.53 | | 2006 | | | 13.72 | 14.17 | -0.45 | | 2005 | | | 7.41 | 5.88 | 1.53 | | 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
HAABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.15 | 19.42 | 16.87 | N/A | | 2008 | -11.04 | -0.08 | -14.20 | -23.15 | | 2007 | 1.96 | 7.03 | 3.18 | -1.70 | | 2006 | 6.31 | -3.04 | 2.09 | 8.07 | | 2005 | -3.29 | 2.58 | 4.93 | 3.18 | | 2004 | N/A | N/A | -1.27 | 10.98 | | 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 | 707 | 2021 | 34.98 | | 1-Month | 1605 | 2113 | 75.96 | | 3-Month | 1777 | 2091 | 84.98 | | 6-Month | 1341 | 2064 | 64.97 | | 1-Year | 473 | 2011 | 23.52 | | 3-Year | 720 | 1707 | 42.18 | | 5-Year | 516 | 1360 | 37.94 |
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0.08% Nasdaq 
0.15%
Performance
