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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.87% | | 5-Year Average Return: | -1.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.75% | |
Worst 1-Yr Total Return (2008): | -42.48% | |
Best 3-Yr Total Return (2004-6): | 11.31% | |
Worst 3-Yr Total Return (2006-8): | -12.75% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HHRTX | Category | Diff | Index* | Diff | | Year To Date | 18.87 | 31.20 | -12.33 | 24.07 | -5.2 | | 1-Month | 4.49 | 5.67 | -1.18 | 6.00 | -1.51 | | 3-Month | 5.42 | 8.18 | -2.76 | 7.91 | -2.49 | | 1-Year | 22.10 | 34.04 | -11.94 | 25.39 | -3.29 | | 3-Year | -8.97 | -3.89 | -5.08 | -5.79 | -3.18 | | 5-Year | -1.35 | 1.25 | -2.6 | 0.71 | -2.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.06 | 43.84 | -9.78 | 45.76 | -11.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.57 | -18.03 | -7.54 | -18.25 | -7.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HHRTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.48 | -40.67 | -1.81 | | 2007 | | | 10.60 | 13.35 | -2.75 | | 2006 | | | 4.38 | 7.05 | -2.67 | | 2005 | | | 14.16 | 6.71 | 7.45 | | 2004 | | | 15.75 | 7.81 | 7.94 | | 2003 | | | 35.56 | 28.66 | 6.90 | | 2002 | | | -18.53 | -27.64 | 9.11 | | 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
HHRTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.93 | 12.14 | 12.05 | N/A | | 2008 | -13.69 | 2.19 | -13.20 | -24.86 | | 2007 | 4.32 | 7.52 | 0.71 | -2.09 | | 2006 | 4.29 | -4.41 | 0.16 | 4.54 | | 2005 | 1.89 | 3.31 | 5.51 | 2.78 | | 2004 | 4.93 | 1.37 | -3.09 | 12.29 | | 2003 | 0.28 | 16.39 | 4.53 | 11.11 | | 2002 | 1.29 | -5.00 | -15.17 | -0.19 | | 2001 | N/A | 9.25 | -19.49 | 19.85 | | 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 | 1654 | 1818 | 90.98 | | 1-Month | 781 | 1906 | 40.98 | | 3-Month | 1142 | 1904 | 59.98 | | 6-Month | 1679 | 1866 | 89.98 | | 1-Year | 1353 | 1815 | 74.55 | | 3-Year | 1247 | 1537 | 81.13 | | 5-Year | 954 | 1273 | 74.94 |
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0.20% Nasdaq 
Performance
