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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.14% | | 5-Year Average Return: | 2.92% | | 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 (2007-9): | 1.70% |
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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 | 2.14 | 1.03 | 1.11 | 1.53 | 0.61 | | 1-Month | 2.14 | 1.03 | 1.11 | 1.53 | 0.61 | | 3-Month | 2.53 | 1.45 | 1.08 | 1.23 | 1.3 | | 1-Year | 5.87 | 9.51 | -3.64 | 8.51 | -2.64 | | 3-Year | 2.33 | 3.73 | -1.4 | 6.60 | -4.27 | | 5-Year | 2.92 | 3.49 | -0.57 | 5.16 | -2.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.41 | 7.56 | -5.15 | 7.06 | -4.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.23 | 4.25 | -5.48 | 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 | | | 3.56 | 9.30 | -5.74 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HASDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.58 | 1.32 | 1.24 | 1.55 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 4 | 451 | 0.89 | | 1-Month | 4 | 451 | 0.89 | | 3-Month | 40 | 445 | 8.99 | | 6-Month | 137 | 443 | 30.93 | | 1-Year | 275 | 428 | 64.25 | | 3-Year | 258 | 383 | 67.36 | | 5-Year | 188 | 314 | 59.87 |
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