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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.60% | | 5-Year Average Return: | 3.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 14.02% | |
Worst 1-Yr Total Return (2008): | -37.13% | |
Best 3-Yr Total Return (2005-7): | 9.41% | |
Worst 3-Yr Total Return (2006-8): | -10.28% |
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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 | HACAX | Category | Diff | Index* | Diff | | Year To Date | 37.60 | 31.20 | 6.4 | 24.07 | 13.53 | | 1-Month | 5.81 | 5.67 | 0.14 | 6.00 | -0.19 | | 3-Month | 10.70 | 8.18 | 2.52 | 7.91 | 2.79 | | 1-Year | 39.79 | 34.04 | 5.75 | 25.39 | 14.4 | | 3-Year | -0.94 | -3.89 | 2.95 | -5.79 | 4.85 | | 5-Year | 3.26 | 1.25 | 2.01 | 0.71 | 2.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.44 | 43.84 | -3.4 | 45.76 | -5.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.21 | -18.03 | 5.82 | -18.25 | 6.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HACAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.13 | -40.67 | 3.54 | | 2007 | | | 12.25 | 13.35 | -1.10 | | 2006 | | | 2.33 | 7.05 | -4.72 | | 2005 | | | 14.02 | 6.71 | 7.31 | | 2004 | | | 9.34 | 7.81 | 1.53 | | 2003 | | | 30.47 | 28.66 | 1.81 | | 2002 | | | -30.73 | -27.64 | -3.09 | | 2001 | | | -17.74 | -22.30 | 4.56 | | 2000 | | | -17.00 | -13.05 | -3.95 | | 1999 | | | 45.81 | 38.87 | 6.94 |
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| PAST QUARTERLY RETURNS (%) FOR
HACAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.56 | 15.24 | 13.67 | N/A | | 2008 | -11.02 | 2.32 | -12.86 | -20.75 | | 2007 | 1.20 | 3.61 | 6.23 | 0.77 | | 2006 | 1.26 | -7.32 | 4.57 | 4.28 | | 2005 | -5.48 | 6.13 | 7.27 | 5.97 | | 2004 | 1.25 | 1.80 | -4.17 | 10.69 | | 2003 | -2.28 | 14.63 | 4.73 | 11.21 | | 2002 | -2.63 | -16.48 | -17.50 | 3.25 | | 2001 | -16.33 | 4.40 | -19.53 | 17.03 | | 2000 | 12.81 | -7.68 | -4.28 | -16.74 | | 1999 | N/A | N/A | N/A | 28.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 399 | 1818 | 21.95 | | 1-Month | 1296 | 1906 | 68.00 | | 3-Month | 285 | 1904 | 14.97 | | 6-Month | 410 | 1866 | 21.97 | | 1-Year | 367 | 1815 | 20.22 | | 3-Year | 194 | 1537 | 12.62 | | 5-Year | 202 | 1273 | 15.87 |
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0.31% Nasdaq 0.00%
0.04 (0.12%) 
Performance
