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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.86% | | 5-Year Average Return: | 2.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.56% | |
Worst 1-Yr Total Return (2008): | -22.23% | |
Best 3-Yr Total Return (2005-7): | 7.96% | |
Worst 3-Yr Total Return (2006-8): | -2.92% |
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| 1-Year: | -14.58% | | 3-Year: | -1.19% | | 5-Year: | 2.18% | | 10-Year: | 6.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCRBX | Category | Diff | Index* | Diff | | Year To Date | 6.86 | 10.05 | -3.19 | 17.05 | -10.19 | | 1-Month | -2.22 | -4.79 | 2.57 | -1.86 | -0.36 | | 3-Month | 1.20 | -0.29 | 1.49 | 5.48 | -4.28 | | 1-Year | 4.17 | 8.75 | -4.58 | 9.80 | -5.63 | | 3-Year | -2.06 | -2.62 | 0.56 | -7.02 | 4.96 | | 5-Year | 2.35 | 3.14 | -0.79 | 0.33 | 2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.73 | 29.31 | -3.58 | 45.76 | -20.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.80 | -11.79 | -5.01 | -18.25 | 1.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.23 | -23.43 | 1.20 | | 2007 | | | 13.56 | 9.27 | 4.29 | | 2006 | | | 3.60 | 4.27 | -0.67 | | 2005 | | | 6.96 | 9.64 | -2.68 | | 2004 | | | 7.63 | 9.84 | -2.21 | | 2003 | | | 27.56 | 32.51 | -4.95 | | 2002 | | | -23.60 | -28.13 | 4.53 | | 2001 | | | -8.49 | -11.26 | 2.77 | | 2000 | | | 57.02 | 56.75 | 0.27 | | 1999 | | | 14.14 | 18.58 | -4.44 |
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| PAST QUARTERLY RETURNS (%) FOR
HCRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.54 | 9.11 | 9.51 | N/A | | 2008 | -7.88 | 1.44 | 1.42 | -17.93 | | 2007 | 1.44 | 4.95 | 5.81 | 0.81 | | 2006 | 0.75 | -4.42 | 5.53 | 1.94 | | 2005 | -9.79 | 5.39 | 8.82 | 3.38 | | 2004 | 4.41 | 1.48 | -3.46 | 5.21 | | 2003 | -1.97 | 17.00 | 3.44 | 7.52 | | 2002 | -4.40 | -15.54 | -5.17 | -0.22 | | 2001 | -21.50 | 12.73 | -5.51 | 9.43 | | 2000 | 10.90 | 23.15 | 15.60 | -0.54 | | 1999 | N/A | N/A | N/A | 20.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 118 | 165 | 71.52 | | 1-Month | 34 | 171 | 19.88 | | 3-Month | 83 | 170 | 48.82 | | 6-Month | 66 | 165 | 40.00 | | 1-Year | 104 | 165 | 63.03 | | 3-Year | 63 | 151 | 41.72 | | 5-Year | 76 | 143 | 53.15 |
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0.22% Nasdaq 0.00%
Performance
