|
| Morningstar Return Rating: | Low | | Year to Date Return: | 17.68% | | 5-Year Average Return: | -2.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.72% | |
Worst 1-Yr Total Return (2008): | -43.01% | |
Best 3-Yr Total Return (2004-6): | 10.22% | |
Worst 3-Yr Total Return (2006-8): | -13.58% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HHRCX | Category | Diff | Index* | Diff | | Year To Date | 17.68 | 31.20 | -13.52 | 24.07 | -6.39 | | 1-Month | 4.41 | 5.67 | -1.26 | 6.00 | -1.59 | | 3-Month | 5.15 | 8.18 | -3.03 | 7.91 | -2.76 | | 1-Year | 20.92 | 34.04 | -13.12 | 25.39 | -4.47 | | 3-Year | -9.87 | -3.89 | -5.98 | -5.79 | -4.08 | | 5-Year | -2.32 | 1.25 | -3.57 | 0.71 | -3.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.18 | 43.84 | -10.66 | 45.76 | -12.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.29 | -18.03 | -8.26 | -18.25 | -8.04 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HHRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.01 | -40.67 | -2.34 | | 2007 | | | 9.62 | 13.35 | -3.73 | | 2006 | | | 3.32 | 7.05 | -3.73 | | 2005 | | | 12.97 | 6.71 | 6.26 | | 2004 | | | 14.72 | 7.81 | 6.91 | | 2003 | | | 34.22 | 28.66 | 5.56 | | 2002 | | | -19.36 | -27.64 | 8.28 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
HHRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.25 | 11.88 | 11.77 | N/A | | 2008 | -13.87 | 1.91 | -13.41 | -25.02 | | 2007 | 4.19 | 7.23 | 0.43 | -2.30 | | 2006 | 4.06 | -4.69 | -0.06 | 4.23 | | 2005 | 1.60 | 3.08 | 5.22 | 2.52 | | 2004 | 4.72 | 1.14 | -3.32 | 12.04 | | 2003 | 0.09 | 16.05 | 4.23 | 10.85 | | 2002 | 1.07 | -5.28 | -15.37 | -0.47 | | 2001 | N/A | 8.94 | -19.63 | 19.60 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1708 | 1818 | 93.95 | | 1-Month | 1410 | 1906 | 73.98 | | 3-Month | 1580 | 1904 | 82.98 | | 6-Month | 1754 | 1866 | 94.00 | | 1-Year | 1405 | 1815 | 77.41 | | 3-Year | 1285 | 1537 | 83.60 | | 5-Year | 1043 | 1273 | 81.93 |
|
|
|
|
|