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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.62% | | 5-Year Average Return: | 5.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.99% | |
Worst 1-Yr Total Return (2008): | -43.67% | |
Best 3-Yr Total Return (2005-7): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -9.04% |
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| 1-Year: | 11.14% | | 3-Year: | 2.03% | | 5-Year: | 6.87% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HFGBX | Category | Diff | Index* | Diff | | Year To Date | 43.62 | 44.15 | -0.53 | 17.05 | 26.57 | | 1-Month | -3.16 | -3.44 | 0.28 | -1.86 | -1.3 | | 3-Month | 4.61 | 4.68 | -0.07 | 5.48 | -0.87 | | 1-Year | 37.04 | 31.89 | 5.15 | 9.80 | 27.24 | | 3-Year | 1.20 | -1.81 | 3.01 | -7.02 | 8.22 | | 5-Year | 5.06 | 2.63 | 2.43 | 0.33 | 4.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.32 | 57.15 | 1.17 | 45.76 | 12.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.14 | -10.30 | 2.16 | -18.25 | 10.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HFGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.67 | -45.33 | 1.66 | | 2007 | | | 21.99 | 16.12 | 5.87 | | 2006 | | | 9.53 | 7.08 | 2.45 | | 2005 | | | 6.98 | 5.76 | 1.22 | | 2004 | | | 13.01 | 4.24 | 8.77 | | 2003 | | | 61.32 | 55.77 | 5.55 | | 2002 | | | -37.57 | -42.86 | 5.29 | | 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
HFGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.73 | 24.52 | 15.94 | N/A | | 2008 | -17.94 | 1.27 | -13.45 | -21.69 | | 2007 | 2.88 | 13.33 | 7.08 | -2.29 | | 2006 | 11.31 | -9.07 | 0.08 | 8.13 | | 2005 | -7.84 | -0.09 | 8.70 | 6.88 | | 2004 | 5.93 | 0.77 | -10.59 | 18.41 | | 2003 | -0.88 | 28.04 | 14.60 | 10.92 | | 2002 | -5.27 | -22.44 | -27.44 | 17.09 | | 2001 | N/A | N/A | N/A | 40.43 | | 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 | 79 | 220 | 35.91 | | 1-Month | 16 | 234 | 6.84 | | 3-Month | 57 | 228 | 25.00 | | 6-Month | 111 | 222 | 50.00 | | 1-Year | 48 | 212 | 22.64 | | 3-Year | 33 | 203 | 16.26 | | 5-Year | 37 | 190 | 19.47 |
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0.50% Nasdaq 0.00%
Performance
