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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.82% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 24.76% | |
Worst 1-Yr Total Return (2008): | -24.97% | |
Best 3-Yr Total Return (2004-6): | 15.79% | |
Worst 3-Yr Total Return (2006-8): | -3.36% |
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| 1-Year: | -10.34% | | 3-Year: | 0.24% | | 5-Year: | 4.99% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HHBUX | Category | Diff | Index* | Diff | | Year To Date | 22.82 | 22.72 | 0.1 | 24.07 | -1.25 | | 1-Month | 3.79 | 3.14 | 0.65 | 6.00 | -2.21 | | 3-Month | 4.48 | 3.09 | 1.39 | 7.91 | -3.43 | | 1-Year | 28.47 | 29.36 | -0.89 | 25.39 | 3.08 | | 3-Year | -1.53 | -8.14 | 6.61 | -5.79 | 4.26 | | 5-Year | 3.78 | -0.30 | 4.08 | 0.71 | 3.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.40 | 57.49 | -9.09 | 45.76 | 2.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.42 | -19.40 | 2.98 | -18.25 | 1.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HHBUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.97 | -36.56 | 11.59 | | 2007 | | | 2.97 | -1.10 | 4.07 | | 2006 | | | 16.82 | 15.03 | 1.79 | | 2005 | | | 6.51 | 6.75 | -0.24 | | 2004 | | | 24.76 | 18.94 | 5.82 | | 2003 | | | 34.89 | 43.41 | -8.52 | | 2002 | | | -0.73 | -16.22 | 15.49 | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HHBUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.71 | 19.92 | 14.58 | N/A | | 2008 | -2.16 | 8.22 | -7.09 | -23.73 | | 2007 | 1.71 | 6.54 | -2.29 | -2.75 | | 2006 | 14.94 | -2.82 | -5.67 | 10.88 | | 2005 | 0.92 | -0.04 | 8.24 | -2.47 | | 2004 | 11.33 | 2.30 | -2.95 | 12.88 | | 2003 | -6.42 | 20.95 | 5.14 | 13.35 | | 2002 | 13.07 | 0.24 | -18.59 | 7.59 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 197 | 657 | 29.98 | | 1-Month | 33 | 679 | 4.86 | | 3-Month | 67 | 671 | 9.99 | | 6-Month | 537 | 663 | 81.00 | | 1-Year | 178 | 646 | 27.55 | | 3-Year | 32 | 573 | 5.58 | | 5-Year | 39 | 475 | 8.21 |
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1.27% Nasdaq 
Performance
