|
| Morningstar Return Rating: | Average | | Year to Date Return: | 34.52% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.17% | |
Worst 1-Yr Total Return (2008): | -43.34% | |
Best 3-Yr Total Return (2006-8): | -8.16% | |
Worst 3-Yr Total Return (2006-8): | -8.16% |
|
| 1-Year: | -3.58% | | 3-Year: | -2.70% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCTBX | Category | Diff | Index* | Diff | | Year To Date | 34.52 | 31.20 | 3.32 | 24.07 | 10.45 | | 1-Month | 6.18 | 5.67 | 0.51 | 6.00 | 0.18 | | 3-Month | 7.64 | 8.18 | -0.54 | 7.91 | -0.27 | | 1-Year | 40.54 | 34.04 | 6.5 | 25.39 | 15.15 | | 3-Year | -3.39 | -3.89 | 0.5 | -5.79 | 2.4 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.83 | 43.84 | 10.99 | 45.76 | 9.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.97 | -18.03 | 2.06 | -18.25 | 2.28 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
HCTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.22 | 19.92 | 18.04 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 436 | 1818 | 23.98 | | 1-Month | 476 | 1906 | 24.97 | | 3-Month | 1294 | 1904 | 67.96 | | 6-Month | 503 | 1866 | 26.96 | | 1-Year | 349 | 1815 | 19.23 | | 3-Year | 514 | 1537 | 33.44 | | 5-Year | | 1273 | N/A |
|
|
|
|
|
0.02% Nasdaq 
0.33%
Performance
