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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.61% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.66% | |
Worst 1-Yr Total Return (2008): | -37.15% | |
Best 3-Yr Total Return (2006-8): | -7.47% | |
Worst 3-Yr Total Return (2006-8): | -7.47% |
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| 1-Year: | 0.41% | | 3-Year: | -2.29% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCGRX | Category | Diff | Index* | Diff | | Year To Date | 27.61 | 31.20 | -3.59 | 24.07 | 3.54 | | 1-Month | 4.06 | 5.67 | -1.61 | 6.00 | -1.94 | | 3-Month | 6.32 | 8.18 | -1.86 | 7.91 | -1.59 | | 1-Year | 31.24 | 34.04 | -2.8 | 25.39 | 5.85 | | 3-Year | -3.37 | -3.89 | 0.52 | -5.79 | 2.42 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.07 | 43.84 | -0.77 | 45.76 | -2.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.59 | -18.03 | 3.44 | -18.25 | 3.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.15 | -40.67 | 3.52 | | 2007 | | | 10.90 | 13.35 | -2.45 | | 2006 | | | 13.66 | 7.05 | 6.61 | | 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
HCGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.92 | 15.37 | 16.05 | N/A | | 2008 | -8.48 | 0.89 | -15.46 | -19.49 | | 2007 | 2.26 | 6.11 | 2.81 | -0.59 | | 2006 | 6.07 | -1.24 | 2.10 | 6.27 | | 2005 | N/A | N/A | 6.02 | 2.67 | | 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 | 1199 | 1818 | 65.95 | | 1-Month | 1543 | 1906 | 80.95 | | 3-Month | 1713 | 1904 | 89.97 | | 6-Month | 1418 | 1866 | 75.99 | | 1-Year | 1023 | 1815 | 56.36 | | 3-Year | 570 | 1537 | 37.09 | | 5-Year | | 1273 | N/A |
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0.20% Nasdaq 
Performance
