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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.02% | | 5-Year Average Return: | 1.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 10.47% | |
Worst 1-Yr Total Return (2008): | -36.54% | |
Best 3-Yr Total Return (2005-7): | 8.13% | |
Worst 3-Yr Total Return (2006-8): | -10.11% |
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| 1-Year: | -1.51% | | 3-Year: | -3.02% | | 5-Year: | 1.50% | | 10-Year: | -5.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HGRCX | Category | Diff | Index* | Diff | | Year To Date | 30.02 | 31.20 | -1.18 | 24.07 | 5.95 | | 1-Month | 5.15 | 5.67 | -0.52 | 6.00 | -0.85 | | 3-Month | 8.58 | 8.18 | 0.4 | 7.91 | 0.67 | | 1-Year | 29.38 | 34.04 | -4.66 | 25.39 | 3.99 | | 3-Year | -3.50 | -3.89 | 0.39 | -5.79 | 2.29 | | 5-Year | 1.36 | 1.25 | 0.11 | 0.71 | 0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.70 | 43.84 | -2.14 | 45.76 | -4.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.85 | -18.03 | 4.18 | -18.25 | 4.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HGRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.54 | -40.67 | 4.13 | | 2007 | | | 9.40 | 13.35 | -3.95 | | 2006 | | | 4.62 | 7.05 | -2.43 | | 2005 | | | 10.47 | 6.71 | 3.76 | | 2004 | | | 1.60 | 7.81 | -6.21 | | 2003 | | | 23.89 | 28.66 | -4.77 | | 2002 | | | -21.88 | -27.64 | 5.76 | | 2001 | | | -36.10 | -22.30 | -13.80 | | 2000 | | | -24.81 | -13.05 | -11.76 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HGRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.59 | 14.04 | 13.95 | N/A | | 2008 | -10.04 | -1.50 | -9.81 | -20.60 | | 2007 | 1.02 | 4.48 | 6.01 | -2.23 | | 2006 | 3.20 | -2.18 | -1.17 | 4.87 | | 2005 | -3.01 | 4.18 | 3.63 | 5.50 | | 2004 | -0.13 | 0.27 | -5.31 | 7.15 | | 2003 | -2.14 | 11.62 | 2.41 | 10.75 | | 2002 | -0.64 | -12.44 | -14.64 | 5.20 | | 2001 | -31.58 | 5.53 | -24.60 | 17.37 | | 2000 | 3.86 | -5.04 | -1.50 | -22.60 | | 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 | 872 | 1818 | 47.96 | | 1-Month | 247 | 1906 | 12.96 | | 3-Month | 495 | 1904 | 26.00 | | 6-Month | 933 | 1866 | 50.00 | | 1-Year | 909 | 1815 | 50.08 | | 3-Year | 538 | 1537 | 35.00 | | 5-Year | 452 | 1273 | 35.51 |
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0.10% Nasdaq 0.00%
0.01 (0.12%) 
Performance
