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| Morningstar Return Rating: | Below average | | Year to Date Return: | 5.14% | | 5-Year Average Return: | -5.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.65% | |
Worst 1-Yr Total Return (2008): | -43.69% | |
Best 3-Yr Total Return (2004-6): | 12.98% | |
Worst 3-Yr Total Return (2006-8): | -15.27% |
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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 | HFCGX | Category | Diff | Index* | Diff | | Year To Date | 5.14 | 30.74 | -25.6 | 24.07 | -18.93 | | 1-Month | 4.43 | 4.28 | 0.15 | 6.00 | -1.57 | | 3-Month | 3.95 | 5.45 | -1.5 | 7.91 | -3.96 | | 1-Year | 12.20 | 36.41 | -24.21 | 25.39 | -13.19 | | 3-Year | -17.04 | -6.04 | -11 | -5.79 | -11.25 | | 5-Year | -5.69 | 0.99 | -6.68 | 0.71 | -6.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.16 | 54.55 | -32.39 | 45.76 | -23.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -34.20 | -16.09 | -18.11 | -18.25 | -15.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HFCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.69 | -39.18 | -4.51 | | 2007 | | | -2.18 | 4.85 | -7.03 | | 2006 | | | 10.42 | 14.03 | -3.61 | | 2005 | | | 11.96 | 9.25 | 2.71 | | 2004 | | | 16.65 | 16.30 | 0.35 | | 2003 | | | 45.82 | 36.28 | 9.54 | | 2002 | | | -4.71 | -16.55 | 11.84 | | 2001 | | | 12.15 | -3.12 | 15.27 | | 2000 | | | 5.30 | 6.36 | -1.06 | | 1999 | | | 37.72 | 20.92 | 16.80 |
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| PAST QUARTERLY RETURNS (%) FOR
HFCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.31 | 6.83 | 7.72 | N/A | | 2008 | -17.82 | 8.07 | -18.33 | -22.36 | | 2007 | 1.32 | 8.34 | -5.95 | -5.25 | | 2006 | 16.53 | -7.49 | -7.76 | 11.06 | | 2005 | -1.36 | 1.76 | 12.16 | -0.55 | | 2004 | -0.52 | 2.29 | -3.10 | 18.30 | | 2003 | -2.41 | 17.84 | 12.91 | 12.30 | | 2002 | 8.67 | 0.19 | -13.70 | 1.41 | | 2001 | 0.94 | 8.37 | -7.72 | 11.10 | | 2000 | 10.60 | 0.00 | 7.92 | -11.78 | | 1999 | N/A | N/A | N/A | 32.04 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 441 | 450 | 98.00 | | 1-Month | 205 | 479 | 42.80 | | 3-Month | 38 | 476 | 7.98 | | 6-Month | 396 | 472 | 83.90 | | 1-Year | 379 | 450 | 84.22 | | 3-Year | 309 | 367 | 84.20 | | 5-Year | 256 | 293 | 87.37 |
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