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| Morningstar Return Rating: | | | Year to Date Return: | 22.50% | | 5-Year Average Return: | 3.36% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.04% | |
Worst 1-Yr Total Return (2008): | -31.69% | |
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 | HDGTX | Category | Diff | Index* | Diff | | Year To Date | 22.50 | 21.73 | 0.77 | 24.07 | -1.57 | | 1-Month | 5.91 | 5.16 | 0.75 | 6.00 | -0.09 | | 3-Month | 7.98 | 6.45 | 1.53 | 7.91 | 0.07 | | 1-Year | 25.50 | 24.67 | 0.83 | 25.39 | 0.11 | | 3-Year | -2.67 | -7.33 | 4.66 | -5.79 | 3.12 | | 5-Year | 3.36 | 0.27 | 3.09 | 0.71 | 2.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.62 | 47.53 | -4.91 | 45.76 | -3.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.84 | -16.99 | 2.15 | -18.25 | 3.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.69 | -37.09 | 5.40 | | 2007 | | | 8.04 | 1.42 | 6.62 | | 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
HDGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.36 | 15.90 | 13.69 | N/A | | 2008 | -7.03 | -1.92 | -8.10 | -18.49 | | 2007 | 1.19 | 7.56 | 2.26 | -2.92 | | 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 | 517 | 1293 | 39.98 | | 1-Month | 187 | 1338 | 13.98 | | 3-Month | 199 | 1329 | 14.97 | | 6-Month | 844 | 1320 | 63.94 | | 1-Year | 376 | 1280 | 29.38 | | 3-Year | | 1088 | N/A | | 5-Year | | 917 | N/A |
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0.26% Nasdaq 0.00%
Performance
