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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.04% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.55% | |
Worst 1-Yr Total Return (2008): | -42.59% | |
Best 3-Yr Total Return (2006-8): | -7.02% | |
Worst 3-Yr Total Return (2006-8): | -7.02% |
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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 | HCTYX | Category | Diff | Index* | Diff | | Year To Date | 28.04 | 24.15 | 3.89 | 17.05 | 10.99 | | 1-Month | -3.35 | -2.25 | -1.1 | -1.86 | -1.49 | | 3-Month | 4.48 | 4.52 | -0.04 | 5.48 | -1 | | 1-Year | 23.70 | 15.35 | 8.35 | 9.80 | 13.9 | | 3-Year | -2.87 | -4.95 | 2.08 | -7.02 | 4.15 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.77 | 42.81 | 12.96 | 45.76 | 10.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.84 | -17.14 | 2.3 | -18.25 | 3.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HCTYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.59 | -40.67 | -1.92 | | 2007 | | | 18.55 | 13.35 | 5.20 | | 2006 | | | 18.12 | 7.05 | 11.07 | | 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
HCTYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.01 | 20.23 | 18.50 | N/A | | 2008 | -13.95 | 2.65 | -16.10 | -22.53 | | 2007 | 3.69 | 10.03 | 5.49 | -1.50 | | 2006 | 7.66 | -1.74 | 2.49 | 8.94 | | 2005 | N/A | N/A | 6.70 | 5.29 | | 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 | 414 | 1802 | 22.97 | | 1-Month | 1493 | 1890 | 78.99 | | 3-Month | 866 | 1884 | 45.97 | | 6-Month | 182 | 1827 | 9.96 | | 1-Year | 216 | 1797 | 12.02 | | 3-Year | 278 | 1518 | 18.31 | | 5-Year | | 1251 | N/A |
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0.22% Nasdaq 
Performance
