|
| Morningstar Return Rating: | Average | | Year to Date Return: | 9.91% | | 5-Year Average Return: | 1.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.05% | |
Worst 1-Yr Total Return (2008): | -34.65% | |
Best 3-Yr Total Return (2004-6): | 17.31% | |
Worst 3-Yr Total Return (2006-8): | -5.61% |
|
| 1-Year: | -18.14% | | 3-Year: | -7.77% | | 5-Year: | 1.02% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HHGAX | Category | Diff | Index* | Diff | | Year To Date | 9.91 | 21.73 | -11.82 | 24.07 | -14.16 | | 1-Month | 3.73 | 5.16 | -1.43 | 6.00 | -2.27 | | 3-Month | 5.13 | 6.45 | -1.32 | 7.91 | -2.78 | | 1-Year | 11.32 | 24.67 | -13.35 | 25.39 | -14.07 | | 3-Year | -7.55 | -7.33 | -0.22 | -5.79 | -1.76 | | 5-Year | 1.06 | 0.27 | 0.79 | 0.71 | 0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.52 | 47.53 | -18.01 | 45.76 | -16.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.33 | -16.99 | -7.34 | -18.25 | -6.08 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HHGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.65 | -37.09 | 2.44 | | 2007 | | | 9.02 | 1.42 | 7.60 | | 2006 | | | 18.03 | 18.15 | -0.12 | | 2005 | | | 11.15 | 5.95 | 5.20 | | 2004 | | | 23.05 | 12.97 | 10.08 | | 2003 | | | 27.66 | 28.44 | -0.78 | | 2002 | | | -7.08 | -18.69 | 11.61 | | 2001 | | | -3.17 | -4.99 | 1.82 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
HHGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.61 | 8.53 | 11.81 | N/A | | 2008 | -9.37 | 2.68 | -12.81 | -19.45 | | 2007 | 3.36 | 6.20 | -0.37 | -0.31 | | 2006 | 7.31 | 1.72 | -0.20 | 8.35 | | 2005 | 2.19 | 2.53 | 6.08 | 0.01 | | 2004 | 7.62 | -0.89 | 4.16 | 10.76 | | 2003 | -2.98 | 14.13 | 1.84 | 13.20 | | 2002 | 8.25 | 0.16 | -14.88 | 0.68 | | 2001 | -5.29 | 4.90 | -9.91 | 8.19 | | 2000 | N/A | N/A | 10.68 | 3.21 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1254 | 1293 | 96.98 | | 1-Month | 949 | 1338 | 70.93 | | 3-Month | 465 | 1329 | 34.99 | | 6-Month | 1267 | 1320 | 95.98 | | 1-Year | 1030 | 1280 | 80.47 | | 3-Year | 461 | 1088 | 42.37 | | 5-Year | 245 | 917 | 26.72 |
|
|
|
|
|