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| Morningstar Return Rating: | Average | | Year to Date Return: | 45.39% | | 5-Year Average Return: | -0.60% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.55% | |
Worst 1-Yr Total Return (2008): | -44.45% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 5.48% | | 3-Year: | -1.80% | | 5-Year: | 1.07% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HEGCX | Category | Diff | Index* | Diff | | Year To Date | 45.39 | 51.81 | -6.42 | 24.07 | 21.32 | | 1-Month | 5.19 | 5.12 | 0.07 | 6.00 | -0.81 | | 3-Month | 7.17 | 7.87 | -0.7 | 7.91 | -0.74 | | 1-Year | 50.26 | 57.69 | -7.43 | 25.39 | 24.87 | | 3-Year | -3.26 | -1.61 | -1.65 | -5.79 | 2.53 | | 5-Year | -0.60 | 2.56 | -3.16 | 0.71 | -1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.04 | 59.60 | -5.56 | 45.76 | 8.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.77 | -9.33 | -4.44 | -18.25 | 4.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HEGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.45 | -45.33 | 0.88 | | 2007 | | | 14.55 | 16.12 | -1.57 | | 2006 | | | N/A | 7.08 | N/A | | 2005 | | | N/A | 5.76 | N/A | | 2004 | | | N/A | 4.24 | N/A | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HEGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.39 | 18.33 | 18.03 | N/A | | 2008 | -14.41 | 2.10 | -14.64 | -25.54 | | 2007 | 1.52 | 8.66 | 7.28 | -3.21 | | 2006 | N/A | N/A | 4.12 | 4.07 | | 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 | 150 | 215 | 69.77 | | 1-Month | 119 | 229 | 51.97 | | 3-Month | 116 | 229 | 50.66 | | 6-Month | 119 | 217 | 54.84 | | 1-Year | 127 | 207 | 61.35 | | 3-Year | 103 | 198 | 52.02 | | 5-Year | | 186 | N/A |
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0.10% Nasdaq 
0.27%
Performance
