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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.47% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 11.39% | |
Worst 1-Yr Total Return (2008): | -4.13% | |
Best 3-Yr Total Return (2006-8): | 2.16% | |
Worst 3-Yr Total Return (2006-8): | 2.16% |
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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 | HARRX | Category | Diff | Index* | Diff | | Year To Date | 14.47 | 10.39 | 4.08 | 6.24 | 8.23 | | 1-Month | 1.28 | 1.31 | -0.03 | 0.49 | 0.79 | | 3-Month | 4.67 | 4.45 | 0.22 | 2.60 | 2.07 | | 1-Year | 20.73 | 16.20 | 4.53 | 13.79 | 6.94 | | 3-Year | 6.53 | 4.77 | 1.76 | 6.35 | 0.18 | | 5-Year | N/A | 4.21 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.66 | 10.71 | 0.95 | 7.06 | 4.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.49 | -1.75 | 2.24 | 7.94 | -7.45 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HARRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -4.13 | -4.08 | -0.05 | | 2007 | | | 11.39 | 9.86 | 1.53 | | 2006 | | | -0.17 | 0.09 | -0.26 | | 2005 | | | N/A | 2.09 | N/A | | 2004 | | | N/A | 7.48 | N/A | | 2003 | | | N/A | 7.15 | N/A | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HARRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.84 | 1.00 | 3.77 | N/A | | 2008 | 6.20 | -0.74 | -4.59 | -4.68 | | 2007 | 2.66 | -1.08 | 4.35 | 5.12 | | 2006 | -2.29 | 0.73 | 3.39 | -1.90 | | 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 | 15 | 158 | 9.49 | | 1-Month | 82 | 162 | 50.62 | | 3-Month | 30 | 158 | 18.99 | | 6-Month | 42 | 158 | 26.58 | | 1-Year | 23 | 156 | 14.74 | | 3-Year | 17 | 138 | 12.32 | | 5-Year | | 82 | N/A |
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0.50% Nasdaq 0.00%
Performance
