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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.08% | | 5-Year Average Return: | 2.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.78% | |
Worst 1-Yr Total Return (2008): | -3.03% | |
Best 3-Yr Total Return (2005-7): | 4.09% | |
Worst 3-Yr Total Return (2006-8): | 2.10% |
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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 | HASDX | Category | Diff | Index* | Diff | | Year To Date | 4.08 | 9.71 | -5.63 | 7.61 | -3.53 | | 1-Month | 0.88 | 0.67 | 0.21 | 1.29 | -0.41 | | 3-Month | 2.34 | 2.20 | 0.14 | 2.86 | -0.52 | | 1-Year | 3.61 | 11.11 | -7.5 | 11.63 | -8.02 | | 3-Year | 1.89 | 3.58 | -1.69 | 6.40 | -4.51 | | 5-Year | 2.64 | 3.39 | -0.75 | 5.49 | -2.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.41 | 7.66 | -5.25 | 7.06 | -4.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.23 | 4.29 | -5.52 | 7.94 | -9.17 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HASDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.03 | -4.23 | 1.20 | | 2007 | | | 4.76 | 4.29 | 0.47 | | 2006 | | | 4.78 | 4.05 | 0.73 | | 2005 | | | 2.73 | 1.45 | 1.28 | | 2004 | | | 1.07 | 1.63 | -0.56 | | 2003 | | | 1.60 | 2.54 | -0.94 | | 2002 | | | 4.07 | 5.47 | -1.40 | | 2001 | | | 6.05 | 7.27 | -1.22 | | 2000 | | | 7.41 | 7.59 | -0.18 | | 1999 | | | 3.75 | 2.21 | 1.54 |
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| PAST QUARTERLY RETURNS (%) FOR
HASDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.58 | 1.32 | 1.24 | N/A | | 2008 | -0.06 | -0.25 | 0.05 | -2.78 | | 2007 | 1.42 | 0.81 | 1.44 | 1.01 | | 2006 | 0.96 | 1.00 | 1.69 | 1.05 | | 2005 | 0.57 | 0.68 | 0.65 | 0.80 | | 2004 | 0.57 | -0.08 | 0.38 | 0.20 | | 2003 | 0.57 | 0.39 | 0.31 | 0.32 | | 2002 | 0.45 | 1.47 | 1.34 | 0.76 | | 2001 | 2.10 | 1.16 | 1.92 | 0.73 | | 2000 | 1.23 | 1.72 | 1.99 | 2.28 | | 1999 | N/A | N/A | N/A | 1.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 372 | 418 | 89.00 | | 1-Month | 399 | 434 | 91.94 | | 3-Month | 82 | 433 | 18.94 | | 6-Month | 313 | 424 | 73.82 | | 1-Year | 318 | 418 | 76.08 | | 3-Year | 263 | 377 | 69.76 | | 5-Year | 188 | 313 | 60.06 |
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