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| Morningstar Return Rating: | High | | Year to Date Return: | 29.69% | | 5-Year Average Return: | 3.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.23% | |
Worst 1-Yr Total Return (2008): | -46.49% | |
Best 3-Yr Total Return (2004-6): | 15.46% | |
Worst 3-Yr Total Return (2006-8): | -10.84% |
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| 1-Year: | -2.80% | | 3-Year: | -3.79% | | 5-Year: | 4.06% | | 10-Year: | 6.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCACX | Category | Diff | Index* | Diff | | Year To Date | 29.69 | 18.65 | 11.04 | 17.05 | 12.64 | | 1-Month | -2.57 | -2.18 | -0.39 | -1.86 | -0.71 | | 3-Month | 3.04 | 5.08 | -2.04 | 5.48 | -2.44 | | 1-Year | 20.60 | 11.86 | 8.74 | 9.80 | 10.8 | | 3-Year | -5.92 | -6.78 | 0.86 | -7.02 | 1.1 | | 5-Year | 3.07 | 0.49 | 2.58 | 0.33 | 2.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.37 | 45.26 | 12.11 | 45.76 | 11.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.76 | -15.99 | -3.77 | -18.25 | -1.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.49 | -37.79 | -8.70 | | 2007 | | | 15.32 | 6.16 | 9.16 | | 2006 | | | 14.86 | 14.17 | 0.69 | | 2005 | | | 14.30 | 5.88 | 8.42 | | 2004 | | | 17.23 | 10.02 | 7.21 | | 2003 | | | 39.47 | 27.05 | 12.42 | | 2002 | | | -23.32 | -22.25 | -1.07 | | 2001 | | | -7.37 | -13.50 | 6.13 | | 2000 | | | 7.61 | -6.31 | 13.92 | | 1999 | | | 65.43 | 20.16 | 45.27 |
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| PAST QUARTERLY RETURNS (%) FOR
HCACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.93 | 23.96 | 15.38 | N/A | | 2008 | -11.62 | 2.68 | -20.05 | -26.24 | | 2007 | 0.12 | 9.12 | 5.67 | -0.10 | | 2006 | 5.49 | -2.24 | 2.74 | 8.42 | | 2005 | -2.69 | 1.67 | 9.45 | 5.55 | | 2004 | 4.84 | 2.20 | -3.32 | 13.16 | | 2003 | -5.32 | 19.33 | 5.25 | 17.28 | | 2002 | -2.63 | -15.10 | -14.18 | 8.07 | | 2001 | -5.36 | 7.93 | -20.33 | 13.83 | | 2000 | 14.41 | -6.47 | 6.12 | -5.24 | | 1999 | N/A | N/A | N/A | 36.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 140 | 2013 | 6.95 | | 1-Month | 1181 | 2110 | 55.97 | | 3-Month | 1170 | 2090 | 55.98 | | 6-Month | 471 | 2049 | 22.99 | | 1-Year | 104 | 1999 | 5.20 | | 3-Year | 408 | 1694 | 24.09 | | 5-Year | 66 | 1352 | 4.88 |
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0.01% Nasdaq 0.00%
0.14 (0.52%) 
Performance
