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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.42% | | 5-Year Average Return: | 1.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.73% | |
Worst 1-Yr Total Return (2008): | -33.54% | |
Best 3-Yr Total Return (2004-6): | 11.79% | |
Worst 3-Yr Total Return (2006-8): | -6.89% |
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| 1-Year: | -12.18% | | 3-Year: | -7.37% | | 5-Year: | 0.94% | | 10-Year: | -0.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HGRZX | Category | Diff | Index* | Diff | | Year To Date | 11.42 | 18.65 | -7.23 | 17.05 | -5.63 | | 1-Month | -1.84 | -2.18 | 0.34 | -1.86 | 0.02 | | 3-Month | 4.19 | 5.08 | -0.89 | 5.48 | -1.29 | | 1-Year | 7.76 | 11.86 | -4.1 | 9.80 | -2.04 | | 3-Year | -6.83 | -6.78 | -0.05 | -7.02 | 0.19 | | 5-Year | 1.42 | 0.49 | 0.93 | 0.33 | 1.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.04 | 45.26 | -12.22 | 45.76 | -12.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.55 | -15.99 | -3.56 | -18.25 | -1.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HGRZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.54 | -37.79 | 4.25 | | 2007 | | | 6.81 | 6.16 | 0.65 | | 2006 | | | 13.73 | 14.17 | -0.44 | | 2005 | | | 8.70 | 5.88 | 2.82 | | 2004 | | | 13.01 | 10.02 | 2.99 | | 2003 | | | 30.23 | 27.05 | 3.18 | | 2002 | | | -23.67 | -22.25 | -1.42 | | 2001 | | | -12.53 | -13.50 | 0.97 | | 2000 | | | -7.90 | -6.31 | -1.59 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HGRZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.79 | 10.85 | 12.27 | N/A | | 2008 | -9.02 | 2.12 | -12.86 | -17.91 | | 2007 | 2.14 | 3.53 | 1.75 | -0.72 | | 2006 | 5.12 | -2.60 | 6.14 | 4.66 | | 2005 | 0.65 | 2.35 | 4.08 | 1.38 | | 2004 | 1.24 | 1.00 | -0.98 | 11.61 | | 2003 | -0.39 | 13.73 | 2.83 | 11.78 | | 2002 | -1.25 | -12.91 | -15.78 | 5.40 | | 2001 | -11.34 | 6.18 | -13.40 | 7.30 | | 2000 | 5.01 | -3.94 | -0.80 | -7.96 | | 1999 | N/A | N/A | N/A | 14.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1811 | 2013 | 89.97 | | 1-Month | 1097 | 2110 | 51.99 | | 3-Month | 1024 | 2090 | 49.00 | | 6-Month | 1844 | 2049 | 90.00 | | 1-Year | 1340 | 1999 | 67.03 | | 3-Year | 607 | 1694 | 35.83 | | 5-Year | 291 | 1352 | 21.52 |
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0.19% Nasdaq 
Performance
