|
| Morningstar Return Rating: | | | Year to Date Return: | 27.44% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.11% | |
Worst 1-Yr Total Return (2008): | -42.83% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HCTSX | Category | Diff | Index* | Diff | | Year To Date | 27.44 | 24.15 | 3.29 | 17.05 | 10.39 | | 1-Month | -3.39 | -2.25 | -1.14 | -1.86 | -1.53 | | 3-Month | 4.34 | 4.52 | -0.18 | 5.48 | -1.14 | | 1-Year | 23.09 | 15.35 | 7.74 | 9.80 | 13.29 | | 3-Year | -3.32 | -4.95 | 1.63 | -7.02 | 3.7 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.34 | 42.81 | 12.53 | 45.76 | 9.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.33 | -17.14 | 1.81 | -18.25 | 2.92 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.83 | -40.67 | -2.16 | | 2007 | | | 18.11 | 13.35 | 4.76 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
HCTSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.18 | 20.18 | 18.27 | N/A | | 2008 | -14.07 | 2.51 | -16.13 | -22.61 | | 2007 | 3.54 | 9.90 | 5.38 | -1.50 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 450 | 1802 | 24.97 | | 1-Month | 1493 | 1890 | 78.99 | | 3-Month | 904 | 1884 | 47.98 | | 6-Month | 219 | 1827 | 11.99 | | 1-Year | 230 | 1797 | 12.80 | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
|
|
|
|
|
0.50% Nasdaq 
0.12 (1.02%) 
Performance
