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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.77% | | 5-Year Average Return: | 3.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.60% | |
Worst 1-Yr Total Return (2008): | -22.23% | |
Best 3-Yr Total Return (2005-7): | 8.01% | |
Worst 3-Yr Total Return (2006-8): | -2.89% |
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| 1-Year: | -11.15% | | 3-Year: | -0.54% | | 5-Year: | 2.41% | | 10-Year: | 6.87% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCRCX | Category | Diff | Index* | Diff | | Year To Date | 15.77 | 18.13 | -2.36 | 24.07 | -8.3 | | 1-Month | 8.37 | 7.23 | 1.14 | 6.00 | 2.37 | | 3-Month | 6.89 | 4.76 | 2.13 | 7.91 | -1.02 | | 1-Year | 22.68 | 26.41 | -3.73 | 25.39 | -2.71 | | 3-Year | 0.30 | -0.30 | 0.6 | -5.79 | 6.09 | | 5-Year | 3.34 | 3.95 | -0.61 | 0.71 | 2.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.79 | 29.96 | -4.17 | 45.76 | -19.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.75 | -11.44 | -5.31 | -18.25 | 1.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.23 | -23.43 | 1.20 | | 2007 | | | 13.60 | 9.27 | 4.33 | | 2006 | | | 3.66 | 4.27 | -0.61 | | 2005 | | | 7.01 | 9.64 | -2.63 | | 2004 | | | 7.68 | 9.84 | -2.16 | | 2003 | | | 27.56 | 32.51 | -4.95 | | 2002 | | | -23.60 | -28.13 | 4.53 | | 2001 | | | -8.49 | -11.26 | 2.77 | | 2000 | | | 57.01 | 56.75 | 0.26 | | 1999 | | | 14.05 | 18.58 | -4.53 |
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| PAST QUARTERLY RETURNS (%) FOR
HCRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.52 | 9.08 | 9.48 | N/A | | 2008 | -7.94 | 1.52 | 1.33 | -17.89 | | 2007 | 1.44 | 4.94 | 5.80 | 0.87 | | 2006 | 0.81 | -4.41 | 5.52 | 1.94 | | 2005 | -9.72 | 5.39 | 8.81 | 3.38 | | 2004 | 4.47 | 1.48 | -3.46 | 5.21 | | 2003 | -1.97 | 17.08 | 3.38 | 7.52 | | 2002 | -4.23 | -15.51 | -5.36 | -0.22 | | 2001 | -21.45 | 12.72 | -5.50 | 9.36 | | 2000 | 10.96 | 23.14 | 15.59 | -0.59 | | 1999 | N/A | N/A | N/A | 20.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 107 | 165 | 64.85 | | 1-Month | 15 | 172 | 8.72 | | 3-Month | 15 | 170 | 8.82 | | 6-Month | 61 | 165 | 36.97 | | 1-Year | 92 | 165 | 55.76 | | 3-Year | 42 | 152 | 27.63 | | 5-Year | 66 | 143 | 46.15 |
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0.51% Nasdaq 
Performance
