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| Morningstar Return Rating: | High | | Year to Date Return: | 10.95% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2007): | 7.87% | |
Worst 1-Yr Total Return (2008): | -10.33% | |
Best 3-Yr Total Return (2005-7): | -1.96% | |
Worst 3-Yr Total Return (2006-8): | -2.82% |
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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 | HCMFX | Category | Diff | Index* | Diff | | Year To Date | 10.95 | 31.20 | -20.25 | 24.07 | -13.12 | | 1-Month | 0.46 | 5.67 | -5.21 | 6.00 | -5.54 | | 3-Month | 5.18 | 8.18 | -3 | 7.91 | -2.73 | | 1-Year | 10.87 | 34.04 | -23.17 | 25.39 | -14.52 | | 3-Year | 1.45 | -3.89 | 5.34 | -5.79 | 7.24 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.41 | 43.84 | -35.43 | 45.76 | -37.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.97 | -18.03 | 21 | -18.25 | 21.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCMFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.33 | -40.67 | 30.34 | | 2007 | | | 7.87 | 13.35 | -5.48 | | 2006 | | | -5.11 | 7.05 | -12.16 | | 2005 | | | -7.95 | 6.71 | -14.66 | | 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
HCMFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.42 | 2.10 | 6.26 | N/A | | 2008 | -2.66 | -4.29 | -1.53 | -2.25 | | 2007 | -4.63 | 12.70 | 1.99 | -1.60 | | 2006 | -2.41 | -0.93 | 0.78 | -2.61 | | 2005 | -5.89 | -1.15 | -0.21 | -0.85 | | 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 | 1799 | 1818 | 98.95 | | 1-Month | 933 | 1906 | 48.95 | | 3-Month | 1142 | 1904 | 59.98 | | 6-Month | 1847 | 1866 | 98.98 | | 1-Year | 1546 | 1815 | 85.18 | | 3-Year | 23 | 1537 | 1.50 | | 5-Year | 884 | 1273 | 69.44 |
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