|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 55.91% | | 5-Year Average Return: | 5.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.97% | |
Worst 1-Yr Total Return (2008): | -43.72% | |
Best 3-Yr Total Return (2005-7): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
|
| 1-Year: | 15.10% | | 3-Year: | 3.30% | | 5-Year: | 7.18% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HFGCX | Category | Diff | Index* | Diff | | Year To Date | 55.91 | 51.81 | 4.1 | 24.07 | 31.84 | | 1-Month | 8.45 | 5.12 | 3.33 | 6.00 | 2.45 | | 3-Month | 14.00 | 7.87 | 6.13 | 7.91 | 6.09 | | 1-Year | 62.67 | 57.69 | 4.98 | 25.39 | 37.28 | | 3-Year | 2.34 | -1.61 | 3.95 | -5.79 | 8.13 | | 5-Year | 5.31 | 2.56 | 2.75 | 0.71 | 4.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.23 | 59.60 | -1.37 | 45.76 | 12.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.09 | -9.33 | 1.24 | -18.25 | 10.16 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HFGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.72 | -45.33 | 1.61 | | 2007 | | | 21.97 | 16.12 | 5.85 | | 2006 | | | 9.55 | 7.08 | 2.47 | | 2005 | | | 6.99 | 5.76 | 1.23 | | 2004 | | | 13.05 | 4.24 | 8.81 | | 2003 | | | 60.88 | 55.77 | 5.11 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
HFGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.74 | 24.60 | 15.90 | N/A | | 2008 | -17.98 | 1.35 | -13.48 | -21.75 | | 2007 | 2.88 | 13.29 | 7.10 | -2.29 | | 2006 | 11.26 | -9.02 | 0.00 | 8.24 | | 2005 | -7.86 | -0.09 | 8.63 | 6.99 | | 2004 | 5.94 | 0.78 | -10.62 | 18.46 | | 2003 | -0.88 | 27.89 | 14.50 | 10.84 | | 2002 | -5.27 | -22.44 | -27.44 | 17.10 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 73 | 215 | 33.95 | | 1-Month | 45 | 229 | 19.65 | | 3-Month | 6 | 229 | 2.62 | | 6-Month | 56 | 217 | 25.81 | | 1-Year | 53 | 207 | 25.60 | | 3-Year | 19 | 198 | 9.60 | | 5-Year | 30 | 186 | 16.13 |
|
|
|
|
|