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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.07% | | 5-Year Average Return: | -1.15% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 22.15% | |
Worst 1-Yr Total Return (2008): | -33.02% | |
Best 3-Yr Total Return (2004-6): | 14.66% | |
Worst 3-Yr Total Return (2006-8): | -8.04% |
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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 | HCLMX | Category | Diff | Index* | Diff | | Year To Date | 13.07 | 22.92 | -9.85 | 24.07 | -11 | | 1-Month | 1.63 | 2.83 | -1.2 | 6.00 | -4.37 | | 3-Month | 1.63 | 2.63 | -1 | 7.91 | -6.28 | | 1-Year | 18.97 | 29.66 | -10.69 | 25.39 | -6.42 | | 3-Year | -10.08 | -8.12 | -1.96 | -5.79 | -4.29 | | 5-Year | -1.15 | -0.18 | -0.97 | 0.71 | -1.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.91 | 63.44 | -17.53 | 45.76 | 0.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.92 | -16.13 | -6.79 | -18.25 | -4.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCLMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.02 | -32.24 | -0.78 | | 2007 | | | -4.95 | -6.08 | 1.13 | | 2006 | | | 22.15 | 16.27 | 5.88 | | 2005 | | | 5.78 | 6.40 | -0.62 | | 2004 | | | 16.66 | 21.14 | -4.48 | | 2003 | | | 39.87 | 42.38 | -2.51 | | 2002 | | | -16.04 | -10.12 | -5.92 | | 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
HCLMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.74 | 17.78 | 16.20 | N/A | | 2008 | -7.64 | 0.30 | -4.97 | -23.92 | | 2007 | 1.54 | 5.54 | -4.89 | -6.75 | | 2006 | 14.30 | -2.06 | 0.30 | 8.79 | | 2005 | -2.32 | 4.91 | 2.64 | 0.57 | | 2004 | 5.24 | 0.62 | -1.08 | 11.37 | | 2003 | -6.75 | 21.25 | 6.99 | 15.63 | | 2002 | 10.75 | -3.81 | -24.05 | 3.78 | | 2001 | N/A | N/A | -13.42 | 17.98 | | 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 | 306 | 361 | 84.76 | | 1-Month | 250 | 380 | 65.79 | | 3-Month | 214 | 377 | 56.76 | | 6-Month | 342 | 368 | 92.93 | | 1-Year | 261 | 358 | 72.91 | | 3-Year | 165 | 293 | 56.31 | | 5-Year | 121 | 233 | 51.93 |
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0.20% Nasdaq 
Performance
