|
| Morningstar Return Rating: | Above average | | Year to Date Return: | -5.46% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 31.97% | |
Worst 1-Yr Total Return (2008): | -24.97% | |
Best 3-Yr Total Return (2005-7): | 8.61% | |
Worst 3-Yr Total Return (2006-8): | -3.36% |
|
| 1-Year: | 25.04% | | 3-Year: | -1.15% | | 5-Year: | 3.75% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HHBUX | Category | Diff | Index* | Diff | | Year To Date | -5.46 | -3.42 | -2.04 | -3.60 | -1.86 | | 1-Month | -5.46 | -3.42 | -2.04 | -3.60 | -1.86 | | 3-Month | 5.43 | 6.97 | -1.54 | 4.16 | 1.27 | | 1-Year | 35.01 | 41.29 | -6.28 | 33.14 | 1.87 | | 3-Year | -1.59 | -7.80 | 6.21 | -7.24 | 5.65 | | 5-Year | 3.64 | 0.36 | 3.28 | 0.18 | 3.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.40 | 57.75 | -9.35 | 45.76 | 2.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.42 | -19.37 | 2.95 | -18.25 | 1.83 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HHBUX | Category | Diff | | 2009 | | | 31.97 | 31.80 | 0.17 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
HHBUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.71 | 19.92 | 14.58 | 6.36 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 651 | 686 | 94.90 | | 1-Month | 631 | 686 | 91.98 | | 3-Month | 624 | 679 | 91.90 | | 6-Month | 606 | 667 | 90.85 | | 1-Year | 428 | 656 | 65.24 | | 3-Year | 45 | 574 | 7.84 | | 5-Year | 67 | 475 | 14.11 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
