|
| Morningstar Return Rating: | Low | | Year to Date Return: | 4.69% | | 5-Year Average Return: | 2.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.25% | |
Worst 1-Yr Total Return (2005): | -0.09% | |
Best 3-Yr Total Return (2006-8): | 2.62% | |
Worst 3-Yr Total Return (2004-6): | 1.10% |
|
| 1-Year: | 4.20% | | 3-Year: | 3.35% | | 5-Year: | 2.62% | | 10-Year: | 3.60% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCABX | Category | Diff | Index* | Diff | | Year To Date | 4.69 | 9.58 | -4.89 | 11.61 | -6.92 | | 1-Month | -2.04 | -1.71 | -0.33 | -2.10 | 0.06 | | 3-Month | 1.01 | 2.66 | -1.65 | 3.15 | -2.14 | | 1-Year | 7.19 | 9.21 | -2.02 | 13.60 | -6.41 | | 3-Year | 3.44 | 2.75 | 0.69 | 4.17 | -0.73 | | 5-Year | 2.45 | 2.85 | -0.4 | 4.15 | -1.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.62 | 7.04 | -2.42 | 9.40 | -4.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.70 | 2.98 | 1.72 | 5.67 | -0.97 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.51 | -3.59 | 6.10 | | 2007 | | | 3.25 | 2.50 | 0.75 | | 2006 | | | 2.09 | 3.71 | -1.62 | | 2005 | | | -0.09 | 1.89 | -1.98 | | 2004 | | | 1.31 | 2.57 | -1.26 | | 2003 | | | 2.22 | 3.27 | -1.05 | | 2002 | | | 7.47 | 7.66 | -0.19 | | 2001 | | | 3.96 | 4.42 | -0.46 | | 2000 | | | 7.74 | 11.07 | -3.33 | | 1999 | | | N/A | -2.78 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
HCABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.27 | 0.02 | 4.49 | N/A | | 2008 | 1.05 | -0.61 | -0.11 | 2.17 | | 2007 | 0.52 | -0.53 | 1.83 | 1.41 | | 2006 | -0.18 | -0.31 | 2.36 | 0.23 | | 2005 | -1.26 | 1.71 | -0.40 | -0.12 | | 2004 | 0.79 | -2.16 | 2.36 | 0.36 | | 2003 | 0.23 | 1.21 | 0.40 | 0.37 | | 2002 | 0.14 | 3.54 | 4.37 | -0.69 | | 2001 | 1.92 | 0.42 | 2.54 | -0.95 | | 2000 | 2.17 | 1.23 | 1.86 | 2.26 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 68 | 82 | 82.93 | | 1-Month | 51 | 84 | 60.71 | | 3-Month | 78 | 82 | 95.12 | | 6-Month | 78 | 82 | 95.12 | | 1-Year | 51 | 82 | 62.20 | | 3-Year | 22 | 77 | 28.57 | | 5-Year | 42 | 69 | 60.87 |
|
|
|
|
|
0.83% Nasdaq 0.00%
0.01 (0.10%) 
Performance
