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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.40% | | 5-Year Average Return: | 1.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.64% | |
Worst 1-Yr Total Return (2008): | -40.42% | |
Best 3-Yr Total Return (2005-7): | 10.00% | |
Worst 3-Yr Total Return (2006-8): | -9.12% |
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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 | HASGX | Category | Diff | Index* | Diff | | Year To Date | 29.40 | 25.65 | 3.75 | 24.07 | 5.33 | | 1-Month | 5.30 | 3.38 | 1.92 | 6.00 | -0.7 | | 3-Month | 7.00 | 3.71 | 3.29 | 7.91 | -0.91 | | 1-Year | 37.40 | 31.83 | 5.57 | 25.39 | 12.01 | | 3-Year | -4.68 | -7.28 | 2.6 | -5.79 | 1.11 | | 5-Year | 1.20 | -0.38 | 1.58 | 0.71 | 0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.21 | 53.06 | -3.85 | 45.76 | 3.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.28 | -19.68 | -3.6 | -18.25 | -5.03 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HASGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.42 | -41.55 | 1.13 | | 2007 | | | 13.64 | 7.59 | 6.05 | | 2006 | | | 10.87 | 10.81 | 0.06 | | 2005 | | | 5.64 | 6.02 | -0.38 | | 2004 | | | 11.15 | 12.41 | -1.26 | | 2003 | | | 44.39 | 45.54 | -1.15 | | 2002 | | | -20.07 | -27.88 | 7.81 | | 2001 | | | 2.29 | -8.91 | 11.20 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HASGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.91 | 19.58 | 18.77 | N/A | | 2008 | -12.55 | 5.85 | -12.00 | -26.85 | | 2007 | 3.92 | 4.23 | 2.61 | 2.24 | | 2006 | 15.33 | -7.16 | -3.34 | 7.13 | | 2005 | -5.42 | 5.16 | 5.29 | 0.88 | | 2004 | 8.58 | -0.97 | -5.79 | 9.73 | | 2003 | -2.92 | 21.54 | 9.11 | 12.16 | | 2002 | 2.89 | -8.26 | -18.40 | 3.76 | | 2001 | -12.03 | 19.22 | -15.76 | 15.78 | | 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 | 259 | 786 | 32.95 | | 1-Month | 97 | 816 | 11.89 | | 3-Month | 146 | 815 | 17.91 | | 6-Month | 104 | 802 | 12.97 | | 1-Year | 151 | 781 | 19.33 | | 3-Year | 116 | 667 | 17.39 | | 5-Year | 147 | 563 | 26.11 |
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