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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.52% | | 5-Year Average Return: | 3.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.44% | |
Worst 1-Yr Total Return (2008): | -21.63% | |
Best 3-Yr Total Return (2005-7): | 8.80% | |
Worst 3-Yr Total Return (2006-8): | -2.15% |
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| 1-Year: | -14.34% | | 3-Year: | -1.57% | | 5-Year: | 2.05% | | 10-Year: | 7.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCRAX | Category | Diff | Index* | Diff | | Year To Date | 7.52 | 10.05 | -2.53 | 17.05 | -9.53 | | 1-Month | -2.12 | -4.79 | 2.67 | -1.86 | -0.26 | | 3-Month | 1.44 | -0.29 | 1.73 | 5.48 | -4.04 | | 1-Year | 4.94 | 8.75 | -3.81 | 9.80 | -4.86 | | 3-Year | -1.32 | -2.62 | 1.3 | -7.02 | 5.7 | | 5-Year | 3.13 | 3.14 | -0.01 | 0.33 | 2.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.36 | 29.31 | -2.95 | 45.76 | -19.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.17 | -11.79 | -4.38 | -18.25 | 2.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.63 | -23.43 | 1.80 | | 2007 | | | 14.44 | 9.27 | 5.17 | | 2006 | | | 4.45 | 4.27 | 0.18 | | 2005 | | | 7.73 | 9.64 | -1.91 | | 2004 | | | 8.45 | 9.84 | -1.39 | | 2003 | | | 28.51 | 32.51 | -4.00 | | 2002 | | | -23.00 | -28.13 | 5.13 | | 2001 | | | -7.73 | -11.26 | 3.53 | | 2000 | | | 58.26 | 56.75 | 1.51 | | 1999 | | | 15.07 | 18.58 | -3.51 |
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| PAST QUARTERLY RETURNS (%) FOR
HCRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.42 | 9.38 | 9.65 | N/A | | 2008 | -7.73 | 1.68 | 1.51 | -17.70 | | 2007 | 1.60 | 5.15 | 5.99 | 1.06 | | 2006 | 0.97 | -4.20 | 5.69 | 2.17 | | 2005 | -9.61 | 5.62 | 8.98 | 3.55 | | 2004 | 4.65 | 1.65 | -3.26 | 5.37 | | 2003 | -1.81 | 17.28 | 3.62 | 7.69 | | 2002 | -4.22 | -15.38 | -5.00 | 0.00 | | 2001 | -21.28 | 12.96 | -5.36 | 9.64 | | 2000 | 11.21 | 23.34 | 15.80 | -0.36 | | 1999 | N/A | N/A | N/A | 20.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 112 | 165 | 67.88 | | 1-Month | 32 | 171 | 18.71 | | 3-Month | 73 | 170 | 42.94 | | 6-Month | 46 | 165 | 27.88 | | 1-Year | 98 | 165 | 59.39 | | 3-Year | 48 | 151 | 31.79 | | 5-Year | 57 | 143 | 39.86 |
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1.23% Nasdaq 
Performance
