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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.35% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.15% | |
Worst 1-Yr Total Return (2008): | -42.85% | |
Best 3-Yr Total Return (2006-8): | -7.38% | |
Worst 3-Yr Total Return (2006-8): | -7.38% |
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| 1-Year: | -3.50% | | 3-Year: | -2.88% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCTAX | Category | Diff | Index* | Diff | | Year To Date | 35.35 | 31.20 | 4.15 | 24.07 | 11.28 | | 1-Month | 6.24 | 5.67 | 0.57 | 6.00 | 0.24 | | 3-Month | 7.84 | 8.18 | -0.34 | 7.91 | -0.07 | | 1-Year | 41.39 | 34.04 | 7.35 | 25.39 | 16 | | 3-Year | -2.62 | -3.89 | 1.27 | -5.79 | 3.17 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.31 | 43.84 | 11.47 | 45.76 | 9.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.36 | -18.03 | 2.67 | -18.25 | 2.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.85 | -40.67 | -2.18 | | 2007 | | | 18.15 | 13.35 | 4.80 | | 2006 | | | 17.66 | 7.05 | 10.61 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HCTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.24 | 20.20 | 18.30 | N/A | | 2008 | -14.03 | 2.52 | -16.23 | -22.59 | | 2007 | 3.64 | 9.89 | 5.35 | -1.52 | | 2006 | 7.51 | -1.75 | 2.34 | 8.83 | | 2005 | N/A | N/A | 6.61 | 5.21 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 399 | 1818 | 21.95 | | 1-Month | 362 | 1906 | 18.99 | | 3-Month | 1199 | 1904 | 62.97 | | 6-Month | 373 | 1866 | 19.99 | | 1-Year | 290 | 1815 | 15.98 | | 3-Year | 386 | 1537 | 25.11 | | 5-Year | | 1273 | N/A |
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0.51% Nasdaq 
Performance
