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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.51% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 24.45% | |
Worst 1-Yr Total Return (2008): | -49.49% | |
Best 3-Yr Total Return (2004-6): | 19.78% | |
Worst 3-Yr Total Return (2006-8): | -13.59% |
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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 | HDPMX | Category | Diff | Index* | Diff | | Year To Date | 25.51 | 31.59 | -6.08 | 24.07 | 1.44 | | 1-Month | 4.76 | 4.49 | 0.27 | 6.00 | -1.24 | | 3-Month | 5.40 | 6.16 | -0.76 | 7.91 | -2.51 | | 1-Year | 27.47 | 35.24 | -7.77 | 25.39 | 2.08 | | 3-Year | -11.70 | -5.04 | -6.66 | -5.79 | -5.91 | | 5-Year | 0.35 | 1.47 | -1.12 | 0.71 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.77 | 48.99 | 22.78 | 45.76 | 26.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.34 | -20.53 | -12.81 | -18.25 | -15.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDPMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.49 | -43.77 | -5.72 | | 2007 | | | 8.47 | 15.09 | -6.62 | | 2006 | | | 17.77 | 9.00 | 8.77 | | 2005 | | | 17.26 | 9.84 | 7.42 | | 2004 | | | 24.45 | 13.23 | 11.22 | | 2003 | | | 80.24 | 35.96 | 44.28 | | 2002 | | | -26.29 | -27.24 | 0.95 | | 2001 | | | 11.15 | -19.98 | 31.13 | | 2000 | | | -28.97 | -4.78 | -24.19 | | 1999 | | | 7.56 | 60.49 | -52.93 |
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| PAST QUARTERLY RETURNS (%) FOR
HDPMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.91 | 22.80 | 29.30 | N/A | | 2008 | -10.28 | 7.23 | -22.55 | -32.21 | | 2007 | 3.97 | 8.42 | 1.20 | -4.91 | | 2006 | 11.97 | -3.04 | -1.45 | 10.08 | | 2005 | -0.10 | 3.35 | 10.44 | 2.84 | | 2004 | 6.76 | -0.46 | -1.72 | 19.15 | | 2003 | -6.26 | 45.08 | 14.29 | 15.96 | | 2002 | 0.57 | -13.52 | -19.26 | 4.95 | | 2001 | -10.43 | 21.59 | -21.47 | 29.97 | | 2000 | 14.12 | -19.03 | 1.63 | -24.36 | | 1999 | N/A | N/A | N/A | 15.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 603 | 827 | 72.91 | | 1-Month | 237 | 881 | 26.90 | | 3-Month | 703 | 879 | 79.98 | | 6-Month | 551 | 862 | 63.92 | | 1-Year | 602 | 825 | 72.97 | | 3-Year | 610 | 734 | 83.11 | | 5-Year | 359 | 632 | 56.80 |
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0.67% Nasdaq 0.00%
Performance
