|
| Morningstar Return Rating: | Average | | Year to Date Return: | 26.71% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.30% | |
Worst 1-Yr Total Return (2008): | -43.29% | |
Best 3-Yr Total Return (2006-8): | -8.05% | |
Worst 3-Yr Total Return (2006-8): | -8.05% |
|
| 1-Year: | 0.32% | | 3-Year: | -1.74% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HFCCX | Category | Diff | Index* | Diff | | Year To Date | 26.71 | 24.15 | 2.56 | 17.05 | 9.66 | | 1-Month | -3.44 | -2.25 | -1.19 | -1.86 | -1.58 | | 3-Month | 4.21 | 4.52 | -0.31 | 5.48 | -1.27 | | 1-Year | 22.09 | 15.35 | 6.74 | 9.80 | 12.29 | | 3-Year | -4.02 | -4.95 | 0.93 | -7.02 | 3 | | 5-Year | N/A | 0.99 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.60 | 42.81 | 11.79 | 45.76 | 8.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.00 | -17.14 | 1.14 | -18.25 | 2.25 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HFCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.29 | -40.67 | -2.62 | | 2007 | | | 17.30 | 13.35 | 3.95 | | 2006 | | | 16.87 | 7.05 | 9.82 | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
HFCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.32 | 19.87 | 18.11 | N/A | | 2008 | -14.25 | 2.34 | -16.31 | -22.79 | | 2007 | 3.38 | 9.73 | 5.16 | -1.67 | | 2006 | 7.37 | -2.00 | 2.20 | 8.68 | | 2005 | N/A | N/A | 6.52 | 4.95 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 504 | 1802 | 27.97 | | 1-Month | 1568 | 1890 | 82.96 | | 3-Month | 1055 | 1884 | 56.00 | | 6-Month | 237 | 1827 | 12.97 | | 1-Year | 254 | 1797 | 14.13 | | 3-Year | 471 | 1518 | 31.03 | | 5-Year | | 1251 | N/A |
|
|
|
|
|