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| Morningstar Return Rating: | Average | | Year to Date Return: | -4.37% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 40.15% | |
Worst 1-Yr Total Return (2008): | -43.34% | |
Best 3-Yr Total Return (2007-9): | -2.38% | |
Worst 3-Yr Total Return (2006-8): | -8.16% |
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| 1-Year: | 35.15% | | 3-Year: | -3.29% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCTBX | Category | Diff | Index* | Diff | | Year To Date | -4.37 | -4.87 | 0.5 | -3.60 | -0.77 | | 1-Month | -4.37 | -4.87 | 0.5 | -3.60 | -0.77 | | 3-Month | 5.80 | 3.82 | 1.98 | 4.16 | 1.64 | | 1-Year | 44.65 | 35.76 | 8.89 | 33.14 | 11.51 | | 3-Year | -4.48 | -5.20 | 0.72 | -7.24 | 2.76 | | 5-Year | N/A | 0.87 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.83 | 44.07 | 10.76 | 45.76 | 9.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.97 | -18.03 | 2.06 | -18.25 | 2.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTBX | Category | Diff | | 2009 | | | 40.15 | 35.68 | 4.47 | | 2008 | | | -43.34 | -40.67 | -2.67 | | 2007 | | | 17.17 | 13.35 | 3.82 | | 2006 | | | 16.70 | 7.05 | 9.65 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HCTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.22 | 19.92 | 18.04 | 6.71 | | 2008 | -14.22 | 2.26 | -16.36 | -22.78 | | 2007 | 3.38 | 9.67 | 5.17 | -1.74 | | 2006 | 7.28 | -1.92 | 2.12 | 8.60 | | 2005 | N/A | N/A | 6.43 | 5.05 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 978 | 1882 | 51.97 | | 1-Month | 1449 | 1882 | 76.99 | | 3-Month | 280 | 1867 | 15.00 | | 6-Month | 390 | 1860 | 20.97 | | 1-Year | 180 | 1787 | 10.07 | | 3-Year | 553 | 1545 | 35.79 | | 5-Year | | 1265 | N/A |
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1.52% Nasdaq 0.00%
Performance
