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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.04% | | 5-Year Average Return: | -0.16% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.76% | |
Worst 1-Yr Total Return (2008): | -45.69% | |
Best 3-Yr Total Return (2004-6): | 16.09% | |
Worst 3-Yr Total Return (2006-8): | -16.00% |
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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 | HCMAX | Category | Diff | Index* | Diff | | Year To Date | 41.04 | 21.73 | 19.31 | 24.07 | 16.97 | | 1-Month | 7.07 | 5.16 | 1.91 | 6.00 | 1.07 | | 3-Month | 8.41 | 6.45 | 1.96 | 7.91 | 0.5 | | 1-Year | 43.75 | 24.67 | 19.08 | 25.39 | 18.36 | | 3-Year | -8.71 | -7.33 | -1.38 | -5.79 | -2.92 | | 5-Year | -0.16 | 0.27 | -0.43 | 0.71 | -0.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.30 | 47.53 | 12.77 | 45.76 | 14.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.07 | -16.99 | 5.92 | -18.25 | 7.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.69 | -37.09 | -8.60 | | 2007 | | | -2.83 | 1.42 | -4.25 | | 2006 | | | 12.30 | 18.15 | -5.85 | | 2005 | | | 14.43 | 5.95 | 8.48 | | 2004 | | | 21.76 | 12.97 | 8.79 | | 2003 | | | 55.06 | 28.44 | 26.62 | | 2002 | | | -21.01 | -18.69 | -2.32 | | 2001 | | | -10.50 | -4.99 | -5.51 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HCMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.80 | 22.62 | 17.69 | N/A | | 2008 | -10.31 | -9.52 | -10.36 | -25.33 | | 2007 | -1.16 | 5.70 | 0.92 | -7.84 | | 2006 | 5.48 | -5.71 | 4.43 | 8.12 | | 2005 | -0.23 | 8.53 | 2.43 | 3.17 | | 2004 | 5.40 | 2.09 | 0.66 | 12.42 | | 2003 | -0.14 | 28.61 | 6.48 | 13.40 | | 2002 | 5.59 | -8.89 | -23.93 | 7.94 | | 2001 | -16.10 | 14.06 | -21.63 | 19.33 | | 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 | 38 | 1293 | 2.94 | | 1-Month | 147 | 1338 | 10.99 | | 3-Month | 93 | 1329 | 7.00 | | 6-Month | 171 | 1320 | 12.95 | | 1-Year | 39 | 1280 | 3.05 | | 3-Year | 627 | 1088 | 57.63 | | 5-Year | 446 | 917 | 48.64 |
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0.20% Nasdaq 
Performance
