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| Morningstar Return Rating: | Above average | | Year to Date Return: | 39.82% | | 5-Year Average Return: | 1.62% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 0.86% | |
Worst 1-Yr Total Return (2008): | -38.19% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 2.03% | | 3-Year: | -4.48% | | 5-Year: | 1.37% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HAECX | Category | Diff | Index* | Diff | | Year To Date | 39.82 | 25.10 | 14.72 | 24.07 | 15.75 | | 1-Month | 7.59 | 5.28 | 2.31 | 6.00 | 1.59 | | 3-Month | 9.06 | 7.01 | 2.05 | 7.91 | 1.15 | | 1-Year | 45.48 | 28.01 | 17.47 | 25.39 | 20.09 | | 3-Year | -4.21 | -5.87 | 1.66 | -5.79 | 1.58 | | 5-Year | 1.62 | 0.64 | 0.98 | 0.71 | 0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.48 | 46.08 | 9.4 | 45.76 | 9.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.73 | -17.41 | 7.68 | -18.25 | 8.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HAECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.19 | -37.79 | -0.40 | | 2007 | | | 0.86 | 6.16 | -5.30 | | 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
HAECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.48 | 20.18 | 17.13 | N/A | | 2008 | -7.58 | -7.48 | -7.65 | -21.73 | | 2007 | -0.44 | 4.42 | 2.05 | -4.93 | | 2006 | N/A | N/A | N/A | 6.18 | | 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 | 101 | 2021 | 5.00 | | 1-Month | 63 | 2113 | 2.98 | | 3-Month | 104 | 2091 | 4.97 | | 6-Month | 82 | 2064 | 3.97 | | 1-Year | 101 | 2011 | 5.02 | | 3-Year | 294 | 1707 | 17.22 | | 5-Year | | 1360 | N/A |
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0.13% Nasdaq 
1.04%
Performance
