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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.79% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.52% | |
Worst 1-Yr Total Return (2008): | -38.04% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -6.45% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HEACX | Category | Diff | Index* | Diff | | Year To Date | 23.79 | 25.10 | -1.31 | 24.07 | -0.28 | | 1-Month | 4.43 | 5.28 | -0.85 | 6.00 | -1.57 | | 3-Month | 6.42 | 7.01 | -0.59 | 7.91 | -1.49 | | 1-Year | 28.73 | 28.01 | 0.72 | 25.39 | 3.34 | | 3-Year | -7.51 | -5.87 | -1.64 | -5.79 | -1.72 | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.75 | 46.08 | 2.67 | 45.76 | 2.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.73 | -17.41 | -1.32 | -18.25 | -0.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HEACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.04 | -37.79 | -0.25 | | 2007 | | | 1.52 | 6.16 | -4.64 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HEACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.24 | 17.65 | 16.50 | N/A | | 2008 | -9.58 | -1.75 | -10.18 | -22.34 | | 2007 | 1.58 | 5.84 | -0.83 | -4.79 | | 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 | 949 | 2021 | 46.96 | | 1-Month | 1204 | 2113 | 56.98 | | 3-Month | 1338 | 2091 | 63.99 | | 6-Month | 1114 | 2064 | 53.97 | | 1-Year | 679 | 2011 | 33.76 | | 3-Year | 1136 | 1707 | 66.55 | | 5-Year | | 1360 | N/A |
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