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| Morningstar Return Rating: | | | Year to Date Return: | 21.04% | | 5-Year Average Return: | 1.42% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.49% | |
Worst 1-Yr Total Return (2008): | -40.90% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | HAASX | Category | Diff | Index* | Diff | | Year To Date | 21.04 | 18.65 | 2.39 | 17.05 | 3.99 | | 1-Month | -2.82 | -2.18 | -0.64 | -1.86 | -0.96 | | 3-Month | 4.60 | 5.08 | -0.48 | 5.48 | -0.88 | | 1-Year | 15.40 | 11.86 | 3.54 | 9.80 | 5.6 | | 3-Year | -5.84 | -6.78 | 0.94 | -7.02 | 1.18 | | 5-Year | 1.42 | 0.49 | 0.93 | 0.33 | 1.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.26 | 45.26 | 6 | 45.76 | 5.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.00 | -15.99 | -3.01 | -18.25 | -0.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HAASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.90 | -37.79 | -3.11 | | 2007 | | | 11.49 | 6.16 | 5.33 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 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
HAASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 19.71 | 16.95 | N/A | | 2008 | -10.79 | 0.08 | -14.02 | -23.00 | | 2007 | 2.18 | 7.21 | 3.36 | -1.54 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 563 | 2013 | 27.97 | | 1-Month | 1645 | 2110 | 77.96 | | 3-Month | 940 | 2090 | 44.98 | | 6-Month | 409 | 2049 | 19.96 | | 1-Year | 348 | 1999 | 17.41 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
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0.02% Nasdaq 
0.54%
Performance
