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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.01% | | 5-Year Average Return: | -0.80% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.58% | |
Worst 1-Yr Total Return (2008): | -32.89% | |
Best 3-Yr Total Return (2004-6): | 14.69% | |
Worst 3-Yr Total Return (2006-8): | -9.88% |
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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 | HASCX | Category | Diff | Index* | Diff | | Year To Date | 15.01 | 22.72 | -7.71 | 24.07 | -9.06 | | 1-Month | 2.49 | 3.14 | -0.65 | 6.00 | -3.51 | | 3-Month | 3.18 | 3.09 | 0.09 | 7.91 | -4.73 | | 1-Year | 22.57 | 29.36 | -6.79 | 25.39 | -2.82 | | 3-Year | -8.94 | -8.14 | -0.8 | -5.79 | -3.15 | | 5-Year | -0.80 | -0.30 | -0.5 | 0.71 | -1.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.58 | 57.49 | 0.09 | 45.76 | 11.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.98 | -19.40 | -4.58 | -18.25 | -5.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HASCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.89 | -36.56 | 3.67 | | 2007 | | | -1.44 | -1.10 | -0.34 | | 2006 | | | 10.66 | 15.03 | -4.37 | | 2005 | | | 10.33 | 6.75 | 3.58 | | 2004 | | | 23.58 | 18.94 | 4.64 | | 2003 | | | 45.69 | 43.41 | 2.28 | | 2002 | | | -4.94 | -16.22 | 11.28 | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HASCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.74 | 20.47 | 17.29 | N/A | | 2008 | -8.54 | 3.13 | -4.79 | -25.27 | | 2007 | -1.54 | 4.59 | -1.90 | -2.44 | | 2006 | 8.83 | -3.80 | -2.26 | 8.15 | | 2005 | 2.19 | 5.41 | 3.56 | -1.09 | | 2004 | 5.72 | 1.97 | 1.12 | 13.36 | | 2003 | -4.71 | 19.75 | 7.04 | 19.26 | | 2002 | 6.99 | -6.79 | -12.06 | 8.40 | | 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 | 538 | 657 | 81.89 | | 1-Month | 577 | 679 | 84.98 | | 3-Month | 248 | 671 | 36.96 | | 6-Month | 517 | 663 | 77.98 | | 1-Year | 410 | 646 | 63.47 | | 3-Year | 285 | 573 | 49.74 | | 5-Year | 217 | 475 | 45.68 |
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