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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.27% | | 5-Year Average Return: | 2.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.70% | |
Worst 1-Yr Total Return (2008): | -32.42% | |
Best 3-Yr Total Return (2004-6): | 11.38% | |
Worst 3-Yr Total Return (2006-8): | -4.97% |
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| 1-Year: | -6.70% | | 3-Year: | -3.39% | | 5-Year: | 2.53% | | 10-Year: | 3.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HDGCX | Category | Diff | Index* | Diff | | Year To Date | 21.27 | 21.73 | -0.46 | 24.07 | -2.8 | | 1-Month | 5.79 | 5.16 | 0.63 | 6.00 | -0.21 | | 3-Month | 7.64 | 6.45 | 1.19 | 7.91 | -0.27 | | 1-Year | 24.16 | 24.67 | -0.51 | 25.39 | -1.23 | | 3-Year | -3.68 | -7.33 | 3.65 | -5.79 | 2.11 | | 5-Year | 2.41 | 0.27 | 2.14 | 0.71 | 1.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.73 | 47.53 | -5.8 | 45.76 | -4.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.75 | -16.99 | 1.24 | -18.25 | 2.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.42 | -37.09 | 4.67 | | 2007 | | | 6.97 | 1.42 | 5.55 | | 2006 | | | 18.70 | 18.15 | 0.55 | | 2005 | | | 4.65 | 5.95 | -1.30 | | 2004 | | | 11.22 | 12.97 | -1.75 | | 2003 | | | 24.85 | 28.44 | -3.59 | | 2002 | | | -14.73 | -18.69 | 3.96 | | 2001 | | | -5.24 | -4.99 | -0.25 | | 2000 | | | 9.33 | 7.87 | 1.46 | | 1999 | | | 3.79 | 6.72 | -2.93 |
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| PAST QUARTERLY RETURNS (%) FOR
HDGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.61 | 15.60 | 13.40 | N/A | | 2008 | -7.31 | -2.14 | -8.39 | -18.68 | | 2007 | 0.95 | 7.34 | 1.96 | -3.17 | | 2006 | 4.41 | 0.34 | 5.24 | 7.66 | | 2005 | -1.21 | -0.14 | 5.15 | 0.89 | | 2004 | 0.60 | 1.46 | 0.06 | 8.90 | | 2003 | -5.85 | 14.95 | 1.70 | 13.43 | | 2002 | 4.27 | -8.47 | -18.42 | 9.52 | | 2001 | -5.80 | 3.94 | -9.08 | 6.45 | | 2000 | 0.39 | -2.50 | 6.44 | 4.95 | | 1999 | N/A | N/A | N/A | 6.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 633 | 1293 | 48.96 | | 1-Month | 200 | 1338 | 14.95 | | 3-Month | 239 | 1329 | 17.98 | | 6-Month | 1003 | 1320 | 75.98 | | 1-Year | 482 | 1280 | 37.66 | | 3-Year | 106 | 1088 | 9.74 | | 5-Year | 100 | 917 | 10.91 |
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0.51% Nasdaq 
Performance
