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| Morningstar Return Rating: | | | Year to Date Return: | 15.09% | | 5-Year Average Return: | 2.54% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.39% | |
Worst 1-Yr Total Return (2008): | -32.18% | |
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 | HDGRX | Category | Diff | Index* | Diff | | Year To Date | 15.09 | 15.79 | -0.7 | 17.05 | -1.96 | | 1-Month | -0.98 | -2.21 | 1.23 | -1.86 | 0.88 | | 3-Month | 5.46 | 5.62 | -0.16 | 5.48 | -0.02 | | 1-Year | 11.84 | 9.52 | 2.32 | 9.80 | 2.04 | | 3-Year | -4.38 | -8.36 | 3.98 | -7.02 | 2.64 | | 5-Year | 2.54 | 0.18 | 2.36 | 0.33 | 2.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.13 | 46.84 | -4.71 | 45.76 | -3.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.42 | -16.40 | 0.98 | -18.25 | 2.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.18 | -37.09 | 4.91 | | 2007 | | | 7.39 | 1.42 | 5.97 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HDGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.51 | 15.70 | 13.51 | N/A | | 2008 | -7.22 | -2.12 | -8.26 | -18.59 | | 2007 | 1.04 | 7.45 | 2.05 | -3.07 | | 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 | 640 | 1335 | 47.94 | | 1-Month | 179 | 1379 | 12.98 | | 3-Month | 369 | 1368 | 26.97 | | 6-Month | 807 | 1346 | 59.96 | | 1-Year | 426 | 1318 | 32.32 | | 3-Year | | 1124 | N/A | | 5-Year | | 934 | N/A |
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0.94% Nasdaq 
Performance
