|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.89% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.66% | |
Worst 1-Yr Total Return (2008): | -35.19% | |
Best 3-Yr Total Return (2005-7): | 6.80% | |
Worst 3-Yr Total Return (2006-8): | -9.19% |
|
| 1-Year: | -5.17% | | 3-Year: | -5.27% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMACX | Category | Diff | Index* | Diff | | Year To Date | 22.89 | 25.10 | -2.21 | 24.07 | -1.18 | | 1-Month | 4.07 | 5.28 | -1.21 | 6.00 | -1.93 | | 3-Month | 6.11 | 7.01 | -0.9 | 7.91 | -1.8 | | 1-Year | 27.14 | 28.01 | -0.87 | 25.39 | 1.75 | | 3-Year | -6.32 | -5.87 | -0.45 | -5.79 | -0.53 | | 5-Year | -0.11 | 0.64 | -0.75 | 0.71 | -0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.94 | 46.08 | -1.14 | 45.76 | -0.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.57 | -17.41 | 0.84 | -18.25 | 1.68 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.19 | -37.79 | 2.60 | | 2007 | | | 1.65 | 6.16 | -4.51 | | 2006 | | | 13.66 | 14.17 | -0.51 | | 2005 | | | 5.43 | 5.88 | -0.45 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
HMACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.09 | 16.41 | 15.33 | N/A | | 2008 | -8.51 | -1.54 | -9.26 | -20.71 | | 2007 | 1.29 | 5.14 | -0.38 | -4.19 | | 2006 | 5.38 | -1.87 | 2.82 | 6.91 | | 2005 | -0.94 | 1.71 | 3.22 | 1.38 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1151 | 2021 | 56.95 | | 1-Month | 1310 | 2113 | 62.00 | | 3-Month | 1421 | 2091 | 67.96 | | 6-Month | 1506 | 2064 | 72.97 | | 1-Year | 884 | 2011 | 43.96 | | 3-Year | 815 | 1707 | 47.74 | | 5-Year | 761 | 1360 | 55.96 |
|
|
|
|
|