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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.91% | | 5-Year Average Return: | -0.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.67% | |
Worst 1-Yr Total Return (2008): | -36.65% | |
Best 3-Yr Total Return (2004-6): | 9.66% | |
Worst 3-Yr Total Return (2006-8): | -10.19% |
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| 1-Year: | -8.29% | | 3-Year: | -8.02% | | 5-Year: | -0.56% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCECX | Category | Diff | Index* | Diff | | Year To Date | 23.91 | 21.73 | 2.18 | 24.07 | -0.16 | | 1-Month | 5.11 | 5.16 | -0.05 | 6.00 | -0.89 | | 3-Month | 6.84 | 6.45 | 0.39 | 7.91 | -1.07 | | 1-Year | 29.17 | 24.67 | 4.5 | 25.39 | 3.78 | | 3-Year | -8.56 | -7.33 | -1.23 | -5.79 | -2.77 | | 5-Year | -0.66 | 0.27 | -0.93 | 0.71 | -1.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.22 | 47.53 | 1.69 | 45.76 | 3.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.30 | -16.99 | -2.31 | -18.25 | -1.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.65 | -37.09 | 0.44 | | 2007 | | | -4.43 | 1.42 | -5.85 | | 2006 | | | 19.67 | 18.15 | 1.52 | | 2005 | | | 5.37 | 5.95 | -0.58 | | 2004 | | | 4.58 | 12.97 | -8.39 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HCECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.78 | 16.91 | 16.53 | N/A | | 2008 | -9.11 | -1.58 | -8.12 | -22.93 | | 2007 | 0.48 | 5.85 | -3.27 | -7.10 | | 2006 | 6.11 | -0.49 | 5.96 | 6.97 | | 2005 | -1.00 | 0.81 | 3.45 | 2.05 | | 2004 | 1.21 | -1.06 | -1.47 | 6.00 | | 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 | 362 | 1293 | 28.00 | | 1-Month | 441 | 1338 | 32.96 | | 3-Month | 411 | 1329 | 30.93 | | 6-Month | 488 | 1320 | 36.97 | | 1-Year | 264 | 1280 | 20.63 | | 3-Year | 588 | 1088 | 54.04 | | 5-Year | 527 | 917 | 57.47 |
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0.63% Nasdaq 
0.03%
Performance
