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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.83% | | 5-Year Average Return: | 2.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.08% | |
Worst 1-Yr Total Return (2008): | -41.00% | |
Best 3-Yr Total Return (2005-7): | 11.22% | |
Worst 3-Yr Total Return (2006-8): | -9.49% |
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| 1-Year: | -7.81% | | 3-Year: | -2.99% | | 5-Year: | 1.20% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HFFAX | Category | Diff | Index* | Diff | | Year To Date | 38.83 | 31.20 | 7.63 | 24.07 | 14.76 | | 1-Month | 6.72 | 5.67 | 1.05 | 6.00 | 0.72 | | 3-Month | 9.12 | 8.18 | 0.94 | 7.91 | 1.21 | | 1-Year | 41.67 | 34.04 | 7.63 | 25.39 | 16.28 | | 3-Year | -1.52 | -3.89 | 2.37 | -5.79 | 4.27 | | 5-Year | 2.98 | 1.25 | 1.73 | 0.71 | 2.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.49 | 43.84 | 8.65 | 45.76 | 6.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.63 | -18.03 | 0.4 | -18.25 | 0.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HFFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.00 | -40.67 | -0.33 | | 2007 | | | 15.08 | 13.35 | 1.73 | | 2006 | | | 9.21 | 7.05 | 2.16 | | 2005 | | | 9.46 | 6.71 | 2.75 | | 2004 | | | 2.35 | 7.81 | -5.46 | | 2003 | | | 27.13 | 28.66 | -1.53 | | 2002 | | | -25.40 | -27.64 | 2.24 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HFFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.87 | 18.22 | 16.94 | N/A | | 2008 | -7.78 | 0.92 | -14.53 | -25.82 | | 2007 | -0.43 | 10.20 | 7.06 | -2.03 | | 2006 | 1.60 | -4.26 | 3.77 | 8.19 | | 2005 | -3.89 | 3.40 | 6.48 | 3.44 | | 2004 | -1.57 | 1.91 | -3.02 | 5.21 | | 2003 | -5.19 | 14.59 | 2.57 | 14.08 | | 2002 | -2.38 | -19.21 | -16.48 | 13.25 | | 2001 | N/A | N/A | -12.76 | 18.87 | | 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 | 290 | 1818 | 15.95 | | 1-Month | 95 | 1906 | 4.98 | | 3-Month | 456 | 1904 | 23.95 | | 6-Month | 149 | 1866 | 7.98 | | 1-Year | 244 | 1815 | 13.44 | | 3-Year | 259 | 1537 | 16.85 | | 5-Year | 197 | 1273 | 15.48 |
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