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| Morningstar Return Rating: | Low | | Year to Date Return: | 18.60% | | 5-Year Average Return: | -1.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.51% | |
Worst 1-Yr Total Return (2008): | -42.61% | |
Best 3-Yr Total Return (2004-6): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -12.96% |
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| 1-Year: | -17.03% | | 3-Year: | -9.91% | | 5-Year: | -1.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HHRAX | Category | Diff | Index* | Diff | | Year To Date | 18.60 | 31.20 | -12.6 | 24.07 | -5.47 | | 1-Month | 4.51 | 5.67 | -1.16 | 6.00 | -1.49 | | 3-Month | 5.37 | 8.18 | -2.81 | 7.91 | -2.54 | | 1-Year | 21.89 | 34.04 | -12.15 | 25.39 | -3.5 | | 3-Year | -9.19 | -3.89 | -5.3 | -5.79 | -3.4 | | 5-Year | -1.59 | 1.25 | -2.84 | 0.71 | -2.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.83 | 43.84 | -10.01 | 45.76 | -11.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.72 | -18.03 | -7.69 | -18.25 | -7.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HHRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.61 | -40.67 | -1.94 | | 2007 | | | 10.37 | 13.35 | -2.98 | | 2006 | | | 4.10 | 7.05 | -2.95 | | 2005 | | | 13.86 | 6.71 | 7.15 | | 2004 | | | 15.51 | 7.81 | 7.70 | | 2003 | | | 35.23 | 28.66 | 6.57 | | 2002 | | | -18.77 | -27.64 | 8.87 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HHRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.98 | 12.00 | 11.96 | N/A | | 2008 | -13.72 | 2.10 | -13.21 | -24.93 | | 2007 | 4.33 | 7.42 | 0.62 | -2.12 | | 2006 | 4.23 | -4.46 | 0.11 | 4.43 | | 2005 | 1.85 | 3.22 | 5.45 | 2.70 | | 2004 | 4.89 | 1.38 | -3.24 | 12.26 | | 2003 | 0.28 | 16.26 | 4.48 | 11.02 | | 2002 | 1.29 | -5.16 | -15.21 | -0.28 | | 2001 | N/A | 9.17 | -19.50 | 19.87 | | 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 | 1672 | 1818 | 91.97 | | 1-Month | 1353 | 1906 | 70.99 | | 3-Month | 1523 | 1904 | 79.99 | | 6-Month | 1698 | 1866 | 91.00 | | 1-Year | 1380 | 1815 | 76.03 | | 3-Year | 1266 | 1537 | 82.37 | | 5-Year | 986 | 1273 | 77.45 |
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0.47% Nasdaq 
Performance
