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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.20% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.21% | |
Worst 1-Yr Total Return (2008): | -41.86% | |
Best 3-Yr Total Return (2006-8): | -8.24% | |
Worst 3-Yr Total Return (2006-8): | -8.24% |
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| 1-Year: | -5.27% | | 3-Year: | -4.25% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HAAGX | Category | Diff | Index* | Diff | | Year To Date | 31.20 | 31.20 | 0 | 24.07 | 7.13 | | 1-Month | 4.71 | 5.67 | -0.96 | 6.00 | -1.29 | | 3-Month | 6.91 | 8.18 | -1.27 | 7.91 | -1 | | 1-Year | 34.51 | 34.04 | 0.47 | 25.39 | 9.12 | | 3-Year | -3.98 | -3.89 | -0.09 | -5.79 | 1.81 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.21 | 43.84 | 6.37 | 45.76 | 4.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.45 | -18.03 | -0.42 | -18.25 | -0.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HAAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.86 | -40.67 | -1.19 | | 2007 | | | 14.34 | 13.35 | 0.99 | | 2006 | | | 16.21 | 7.05 | 9.16 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HAAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.76 | 17.52 | 18.39 | N/A | | 2008 | -9.64 | 2.21 | -18.10 | -23.14 | | 2007 | 2.68 | 8.36 | 2.89 | -0.12 | | 2006 | 8.10 | -1.65 | 2.01 | 7.14 | | 2005 | N/A | 2.85 | 8.00 | 3.23 | | 2004 | N/A | N/A | N/A | N/A | | 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 | 727 | 1818 | 39.99 | | 1-Month | 1143 | 1906 | 59.97 | | 3-Month | 1599 | 1904 | 83.98 | | 6-Month | 895 | 1866 | 47.96 | | 1-Year | 578 | 1815 | 31.85 | | 3-Year | 678 | 1537 | 44.11 | | 5-Year | | 1273 | N/A |
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