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| Morningstar Return Rating: | | | Year to Date Return: | 15.45% | | 5-Year Average Return: | 2.87% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.71% | |
Worst 1-Yr Total Return (2008): | -31.89% | |
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 | HDGSX | Category | Diff | Index* | Diff | | Year To Date | 15.45 | 15.79 | -0.34 | 17.05 | -1.6 | | 1-Month | -0.98 | -2.21 | 1.23 | -1.86 | 0.88 | | 3-Month | 5.52 | 5.62 | -0.1 | 5.48 | 0.04 | | 1-Year | 12.27 | 9.52 | 2.75 | 9.80 | 2.47 | | 3-Year | -4.04 | -8.36 | 4.32 | -7.02 | 2.98 | | 5-Year | 2.87 | 0.18 | 2.69 | 0.33 | 2.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.41 | 46.84 | -4.43 | 45.76 | -3.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.09 | -16.40 | 1.31 | -18.25 | 3.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.89 | -37.09 | 5.20 | | 2007 | | | 7.71 | 1.42 | 6.29 | | 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
HDGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.37 | 15.75 | 13.64 | N/A | | 2008 | -7.13 | -1.94 | -8.21 | -18.52 | | 2007 | 1.06 | 7.53 | 2.14 | -2.97 | | 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 | 614 | 1335 | 45.99 | | 1-Month | 179 | 1379 | 12.98 | | 3-Month | 287 | 1368 | 20.98 | | 6-Month | 753 | 1346 | 55.94 | | 1-Year | 400 | 1318 | 30.35 | | 3-Year | | 1124 | N/A | | 5-Year | | 934 | N/A |
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0.97% Nasdaq 
Performance
