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| Morningstar Return Rating: | High | | Year to Date Return: | 39.80% | | 5-Year Average Return: | 4.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.60% | |
Worst 1-Yr Total Return (2008): | -45.87% | |
Best 3-Yr Total Return (2004-6): | 16.79% | |
Worst 3-Yr Total Return (2006-8): | -9.82% |
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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 | HCAYX | Category | Diff | Index* | Diff | | Year To Date | 39.80 | 25.10 | 14.7 | 24.07 | 15.73 | | 1-Month | 6.75 | 5.28 | 1.47 | 6.00 | 0.75 | | 3-Month | 8.32 | 7.01 | 1.31 | 7.91 | 0.41 | | 1-Year | 43.40 | 28.01 | 15.39 | 25.39 | 18.01 | | 3-Year | -3.67 | -5.87 | 2.2 | -5.79 | 2.12 | | 5-Year | 4.24 | 0.64 | 3.6 | 0.71 | 3.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.54 | 46.08 | 12.46 | 45.76 | 12.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.75 | -17.41 | -1.34 | -18.25 | -0.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCAYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.87 | -37.79 | -8.08 | | 2007 | | | 16.66 | 6.16 | 10.50 | | 2006 | | | 16.15 | 14.17 | 1.98 | | 2005 | | | 15.65 | 5.88 | 9.77 | | 2004 | | | 18.60 | 10.02 | 8.58 | | 2003 | | | 41.17 | 27.05 | 14.12 | | 2002 | | | -22.38 | -22.25 | -0.13 | | 2001 | | | -6.26 | -13.50 | 7.24 | | 2000 | | | 8.84 | -6.31 | 15.15 | | 1999 | | | 67.49 | 20.16 | 47.33 |
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| PAST QUARTERLY RETURNS (%) FOR
HCAYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.63 | 24.30 | 15.71 | N/A | | 2008 | -11.40 | 2.98 | -19.85 | -25.98 | | 2007 | 0.42 | 9.42 | 5.96 | 0.20 | | 2006 | 5.79 | -1.97 | 3.03 | 8.71 | | 2005 | -2.40 | 1.97 | 9.76 | 5.87 | | 2004 | 5.16 | 2.49 | -3.04 | 13.49 | | 2003 | -5.00 | 19.68 | 5.55 | 17.64 | | 2002 | -2.29 | -14.88 | -13.91 | 8.41 | | 2001 | -5.13 | 8.23 | -20.07 | 14.21 | | 2000 | 14.72 | -6.15 | 6.39 | -4.98 | | 1999 | N/A | N/A | N/A | 36.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 101 | 2021 | 5.00 | | 1-Month | 570 | 2113 | 26.98 | | 3-Month | 731 | 2091 | 34.96 | | 6-Month | 1382 | 2064 | 66.96 | | 1-Year | 127 | 2011 | 6.32 | | 3-Year | 259 | 1707 | 15.17 | | 5-Year | 23 | 1360 | 1.69 |
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0.11% Nasdaq 
0.01%
Performance
