|
| Morningstar Return Rating: | High | | Year to Date Return: | 22.66% | | 5-Year Average Return: | 3.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.08% | |
Worst 1-Yr Total Return (2008): | -31.63% | |
Best 3-Yr Total Return (2004-6): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -3.87% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HDGYX | Category | Diff | Index* | Diff | | Year To Date | 22.66 | 21.73 | 0.93 | 24.07 | -1.41 | | 1-Month | 5.91 | 5.16 | 0.75 | 6.00 | -0.09 | | 3-Month | 8.00 | 6.45 | 1.55 | 7.91 | 0.09 | | 1-Year | 25.70 | 24.67 | 1.03 | 25.39 | 0.31 | | 3-Year | -2.53 | -7.33 | 4.8 | -5.79 | 3.26 | | 5-Year | 3.62 | 0.27 | 3.35 | 0.71 | 2.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.69 | 47.53 | -4.84 | 45.76 | -3.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.74 | -16.99 | 2.25 | -18.25 | 3.51 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDGYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.63 | -37.09 | 5.46 | | 2007 | | | 8.18 | 1.42 | 6.76 | | 2006 | | | 20.08 | 18.15 | 1.93 | | 2005 | | | 5.87 | 5.95 | -0.08 | | 2004 | | | 12.44 | 12.97 | -0.53 | | 2003 | | | 26.44 | 28.44 | -2.00 | | 2002 | | | -13.70 | -18.69 | 4.99 | | 2001 | | | -4.15 | -4.99 | 0.84 | | 2000 | | | 10.82 | 7.87 | 2.95 | | 1999 | | | 5.10 | 6.72 | -1.62 |
|
| PAST QUARTERLY RETURNS (%) FOR
HDGYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.27 | 15.84 | 13.79 | N/A | | 2008 | -7.01 | -1.89 | -8.07 | -18.47 | | 2007 | 1.19 | 7.66 | 2.27 | -2.90 | | 2006 | 4.69 | 0.68 | 5.54 | 7.95 | | 2005 | -0.90 | 0.14 | 5.43 | 1.20 | | 2004 | 0.88 | 1.71 | 0.34 | 9.21 | | 2003 | -5.49 | 15.26 | 2.03 | 13.75 | | 2002 | 4.54 | -8.16 | -18.16 | 9.83 | | 2001 | -5.53 | 4.22 | -8.80 | 6.75 | | 2000 | 0.66 | -2.14 | 6.70 | 5.44 | | 1999 | N/A | N/A | N/A | 6.65 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 504 | 1293 | 38.98 | | 1-Month | 187 | 1338 | 13.98 | | 3-Month | 199 | 1329 | 14.97 | | 6-Month | 844 | 1320 | 63.94 | | 1-Year | 371 | 1280 | 28.98 | | 3-Year | 40 | 1088 | 3.68 | | 5-Year | 28 | 917 | 3.05 |
|
|
|
|
|
0.02% Nasdaq 0.00%
Performance
