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| Morningstar Return Rating: | Low | | Year to Date Return: | 25.74% | | 5-Year Average Return: | -1.81% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 6.55% | |
Worst 1-Yr Total Return (2008): | -34.45% | |
Best 3-Yr Total Return (2005-7): | 2.45% | |
Worst 3-Yr Total Return (2006-8): | -12.29% |
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| 1-Year: | -8.30% | | 3-Year: | -8.57% | | 5-Year: | -1.58% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMALX | Category | Diff | Index* | Diff | | Year To Date | 25.74 | 25.10 | 0.64 | 24.07 | 1.67 | | 1-Month | 4.11 | 5.28 | -1.17 | 6.00 | -1.89 | | 3-Month | 7.56 | 7.01 | 0.55 | 7.91 | -0.35 | | 1-Year | 27.22 | 28.01 | -0.79 | 25.39 | 1.83 | | 3-Year | -6.91 | -5.87 | -1.04 | -5.79 | -1.12 | | 5-Year | -1.81 | 0.64 | -2.45 | 0.71 | -2.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.34 | 46.08 | -1.74 | 45.76 | -1.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.75 | -17.41 | 4.66 | -18.25 | 5.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMALX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.45 | -37.79 | 3.34 | | 2007 | | | -3.40 | 6.16 | -9.56 | | 2006 | | | 6.55 | 14.17 | -7.62 | | 2005 | | | 4.46 | 5.88 | -1.42 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HMALX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.77 | 16.15 | 17.01 | N/A | | 2008 | -13.58 | -1.75 | -1.66 | -21.49 | | 2007 | -1.87 | 7.74 | -0.51 | -8.16 | | 2006 | 9.59 | -7.45 | 1.66 | 3.34 | | 2005 | -7.42 | 2.71 | 5.64 | 4.00 | | 2004 | N/A | N/A | -5.67 | 12.14 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 828 | 2021 | 40.97 | | 1-Month | 1859 | 2113 | 87.98 | | 3-Month | 1087 | 2091 | 51.98 | | 6-Month | 1011 | 2064 | 48.98 | | 1-Year | 639 | 2011 | 31.78 | | 3-Year | 1097 | 1707 | 64.26 | | 5-Year | 1068 | 1360 | 78.53 |
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0.92% Nasdaq 
Performance
