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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.69% | | 5-Year Average Return: | 3.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.70% | |
Worst 1-Yr Total Return (2008): | -21.45% | |
Best 3-Yr Total Return (2005-7): | 9.07% | |
Worst 3-Yr Total Return (2006-8): | -1.92% |
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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 | HCRDX | Category | Diff | Index* | Diff | | Year To Date | 7.69 | 10.05 | -2.36 | 17.05 | -9.36 | | 1-Month | -2.10 | -4.79 | 2.69 | -1.86 | -0.24 | | 3-Month | 1.45 | -0.29 | 1.74 | 5.48 | -4.03 | | 1-Year | 5.22 | 8.75 | -3.53 | 9.80 | -4.58 | | 3-Year | -1.09 | -2.62 | 1.53 | -7.02 | 5.93 | | 5-Year | 3.38 | 3.14 | 0.24 | 0.33 | 3.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.55 | 29.31 | -2.76 | 45.76 | -19.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.98 | -11.79 | -4.19 | -18.25 | 2.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCRDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.45 | -23.43 | 1.98 | | 2007 | | | 14.70 | 9.27 | 5.43 | | 2006 | | | 4.73 | 4.27 | 0.46 | | 2005 | | | 8.01 | 9.64 | -1.63 | | 2004 | | | 8.75 | 9.84 | -1.09 | | 2003 | | | 28.83 | 32.51 | -3.68 | | 2002 | | | -22.85 | -28.13 | 5.28 | | 2001 | | | -7.56 | -11.26 | 3.70 | | 2000 | | | 58.48 | 56.75 | 1.73 | | 1999 | | | 15.29 | 18.58 | -3.29 |
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| PAST QUARTERLY RETURNS (%) FOR
HCRDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.38 | 9.42 | 9.72 | N/A | | 2008 | -7.67 | 1.75 | 1.51 | -17.62 | | 2007 | 1.67 | 5.22 | 6.02 | 1.12 | | 2006 | 1.06 | -4.15 | 5.77 | 2.21 | | 2005 | -9.58 | 5.68 | 9.07 | 3.63 | | 2004 | 4.74 | 1.73 | -3.25 | 5.49 | | 2003 | -1.72 | 17.32 | 3.69 | 7.75 | | 2002 | -4.17 | -15.31 | -4.94 | 0.00 | | 2001 | -21.28 | 13.03 | -5.30 | 9.71 | | 2000 | 11.13 | 23.50 | 15.88 | -0.36 | | 1999 | N/A | N/A | N/A | 20.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 108 | 165 | 65.45 | | 1-Month | 30 | 171 | 17.54 | | 3-Month | 69 | 170 | 40.59 | | 6-Month | 42 | 165 | 25.45 | | 1-Year | 94 | 165 | 56.97 | | 3-Year | 44 | 151 | 29.14 | | 5-Year | 50 | 143 | 34.97 |
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0.31% Nasdaq 
Performance
