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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.59% | | 5-Year Average Return: | -1.48% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -5.32% | |
Worst 1-Yr Total Return (2008): | -33.22% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -16.42% | | 3-Year: | -8.93% | | 5-Year: | -0.11% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCLAX | Category | Diff | Index* | Diff | | Year To Date | 12.59 | 22.92 | -10.33 | 24.07 | -11.48 | | 1-Month | 1.62 | 2.83 | -1.21 | 6.00 | -4.38 | | 3-Month | 1.50 | 2.63 | -1.13 | 7.91 | -6.41 | | 1-Year | 18.57 | 29.66 | -11.09 | 25.39 | -6.82 | | 3-Year | -10.42 | -8.12 | -2.3 | -5.79 | -4.63 | | 5-Year | -1.48 | -0.18 | -1.3 | 0.71 | -2.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.75 | 63.44 | -17.69 | 45.76 | -0.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.30 | -16.13 | -7.17 | -18.25 | -5.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.22 | -32.24 | -0.98 | | 2007 | | | -5.32 | -6.08 | 0.76 | | 2006 | | | N/A | 16.27 | N/A | | 2005 | | | N/A | 6.40 | N/A | | 2004 | | | N/A | 21.14 | N/A | | 2003 | | | N/A | 42.38 | N/A | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HCLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.94 | 17.72 | 16.16 | N/A | | 2008 | -7.65 | 0.20 | -5.08 | -23.97 | | 2007 | 1.47 | 5.40 | -4.98 | -6.83 | | 2006 | N/A | N/A | 0.23 | 8.68 | | 2005 | N/A | N/A | N/A | N/A | | 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 | 310 | 361 | 85.87 | | 1-Month | 266 | 380 | 70.00 | | 3-Month | 229 | 377 | 60.74 | | 6-Month | 345 | 368 | 93.75 | | 1-Year | 266 | 358 | 74.30 | | 3-Year | 173 | 293 | 59.04 | | 5-Year | | 233 | N/A |
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1.27% Nasdaq 0.00%
Performance
