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| Morningstar Return Rating: | | | Year to Date Return: | 27.20% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.58% | |
Worst 1-Yr Total Return (2008): | -43.03% | |
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 | HCTRX | Category | Diff | Index* | Diff | | Year To Date | 27.20 | 24.15 | 3.05 | 17.05 | 10.15 | | 1-Month | -3.34 | -2.25 | -1.09 | -1.86 | -1.48 | | 3-Month | 4.28 | 4.52 | -0.24 | 5.48 | -1.2 | | 1-Year | 22.68 | 15.35 | 7.33 | 9.80 | 12.88 | | 3-Year | -3.65 | -4.95 | 1.3 | -7.02 | 3.37 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.97 | 42.81 | 12.16 | 45.76 | 9.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.60 | -17.14 | 1.54 | -18.25 | 2.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.03 | -40.67 | -2.36 | | 2007 | | | 17.58 | 13.35 | 4.23 | | 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
HCTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.24 | 20.10 | 18.12 | N/A | | 2008 | -14.07 | 2.36 | -16.23 | -22.68 | | 2007 | 3.47 | 9.76 | 5.32 | -1.70 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 468 | 1802 | 25.97 | | 1-Month | 1530 | 1890 | 80.95 | | 3-Month | 998 | 1884 | 52.97 | | 6-Month | 219 | 1827 | 11.99 | | 1-Year | 244 | 1797 | 13.58 | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
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