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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.53% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.43% | |
Worst 1-Yr Total Return (2008): | -42.30% | |
Best 3-Yr Total Return (2006-8): | -8.86% | |
Worst 3-Yr Total Return (2006-8): | -8.86% |
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| 1-Year: | -1.96% | | 3-Year: | -3.25% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCAGX | Category | Diff | Index* | Diff | | Year To Date | 24.53 | 24.15 | 0.38 | 17.05 | 7.48 | | 1-Month | -3.53 | -2.25 | -1.28 | -1.86 | -1.67 | | 3-Month | 5.35 | 4.52 | 0.83 | 5.48 | -0.13 | | 1-Year | 17.40 | 15.35 | 2.05 | 9.80 | 7.6 | | 3-Year | -5.38 | -4.95 | -0.43 | -7.02 | 1.64 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.71 | 42.81 | 6.9 | 45.76 | 3.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.03 | -17.14 | -1.89 | -18.25 | -0.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.30 | -40.67 | -1.63 | | 2007 | | | 13.69 | 13.35 | 0.34 | | 2006 | | | 15.43 | 7.05 | 8.38 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HCAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.95 | 17.26 | 18.31 | N/A | | 2008 | -9.85 | 2.02 | -18.24 | -23.28 | | 2007 | 2.72 | 8.09 | 2.66 | -0.26 | | 2006 | 7.98 | -1.74 | 1.69 | 6.98 | | 2005 | N/A | N/A | 7.83 | 2.97 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 0 | 1802 | 0.00 | | 1-Month | 0 | 1890 | 0.00 | | 3-Month | 0 | 1884 | 0.00 | | 6-Month | 237 | 1827 | 12.97 | | 1-Year | | 1797 | N/A | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
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0.50% Nasdaq 
Performance
