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| Morningstar Return Rating: | Above average | | Year to Date Return: | 35.76% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.50% | |
Worst 1-Yr Total Return (2008): | -42.65% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | HCTIX | Category | Diff | Index* | Diff | | Year To Date | 35.76 | 31.20 | 4.56 | 24.07 | 11.69 | | 1-Month | 6.26 | 5.67 | 0.59 | 6.00 | 0.26 | | 3-Month | 7.85 | 8.18 | -0.33 | 7.91 | -0.06 | | 1-Year | 41.94 | 34.04 | 7.9 | 25.39 | 16.55 | | 3-Year | -2.28 | -3.89 | 1.61 | -5.79 | 3.51 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.68 | 43.84 | 11.84 | 45.76 | 9.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.01 | -18.03 | 3.02 | -18.25 | 3.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.65 | -40.67 | -1.98 | | 2007 | | | 18.50 | 13.35 | 5.15 | | 2006 | | | N/A | 7.05 | N/A | | 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
HCTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.06 | 20.25 | 18.32 | N/A | | 2008 | -13.97 | 2.59 | -16.13 | -22.52 | | 2007 | 3.71 | 9.94 | 5.46 | -1.44 | | 2006 | N/A | N/A | N/A | 8.99 | | 2005 | N/A | N/A | N/A | N/A | | 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 | 381 | 1818 | 20.96 | | 1-Month | 381 | 1906 | 19.99 | | 3-Month | 1161 | 1904 | 60.98 | | 6-Month | 317 | 1866 | 16.99 | | 1-Year | 260 | 1815 | 14.33 | | 3-Year | 335 | 1537 | 21.80 | | 5-Year | | 1273 | N/A |
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