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| Morningstar Return Rating: | Above average | | Year to Date Return: | 39.59% | | 5-Year Average Return: | 1.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.47% | |
Worst 1-Yr Total Return (2008): | -38.31% | |
Best 3-Yr Total Return (2004-6): | 11.51% | |
Worst 3-Yr Total Return (2006-8): | -10.94% |
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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 | HCMTX | Category | Diff | Index* | Diff | | Year To Date | 39.59 | 25.10 | 14.49 | 17.05 | 22.54 | | 1-Month | 7.40 | 5.28 | 2.12 | -1.86 | 9.26 | | 3-Month | 8.89 | 7.01 | 1.88 | 5.48 | 3.41 | | 1-Year | 44.98 | 28.01 | 16.97 | 9.80 | 35.18 | | 3-Year | -4.56 | -5.87 | 1.31 | -7.02 | 2.46 | | 5-Year | 1.71 | 0.64 | 1.07 | 0.33 | 1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.50 | 46.08 | 9.42 | 45.76 | 9.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.94 | -17.41 | 7.47 | -18.25 | 8.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCMTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.31 | -37.79 | -0.52 | | 2007 | | | 0.03 | 6.16 | -6.13 | | 2006 | | | 14.47 | 14.17 | 0.30 | | 2005 | | | 7.19 | 5.88 | 1.31 | | 2004 | | | 13.02 | 10.02 | 3.00 | | 2003 | | | 26.60 | 27.05 | -0.45 | | 2002 | | | -7.74 | -22.25 | 14.51 | | 2001 | | | -0.98 | -13.50 | 12.52 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HCMTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.45 | 20.16 | 17.15 | N/A | | 2008 | -7.62 | -7.45 | -7.72 | -21.82 | | 2007 | -0.44 | 4.66 | 1.06 | -5.01 | | 2006 | 5.29 | -3.18 | 5.58 | 6.35 | | 2005 | -1.96 | 5.00 | 1.75 | 2.34 | | 2004 | 4.14 | -0.52 | 0.86 | 8.16 | | 2003 | -0.90 | 13.91 | 3.12 | 8.75 | | 2002 | 5.78 | -3.93 | -14.40 | 6.06 | | 2001 | -7.50 | 7.35 | -11.88 | 13.17 | | 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 | 80 | 2021 | 3.96 | | 1-Month | 21 | 2113 | 0.99 | | 3-Month | 125 | 2091 | 5.98 | | 6-Month | 82 | 2064 | 3.97 | | 1-Year | 89 | 2011 | 4.43 | | 3-Year | 337 | 1707 | 19.74 | | 5-Year | 294 | 1360 | 21.62 |
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0.67% Nasdaq 0.00%
Performance
