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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.61% | | 5-Year Average Return: | 2.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.59% | |
Worst 1-Yr Total Return (2008): | -38.11% | |
Best 3-Yr Total Return (2004-6): | 12.39% | |
Worst 3-Yr Total Return (2006-8): | -7.90% |
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| 1-Year: | -7.07% | | 3-Year: | -3.70% | | 5-Year: | 2.71% | | 10-Year: | 7.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMCCX | Category | Diff | Index* | Diff | | Year To Date | 24.61 | 31.59 | -6.98 | 24.07 | 0.54 | | 1-Month | 3.86 | 4.49 | -0.63 | 6.00 | -2.14 | | 3-Month | 7.66 | 6.16 | 1.5 | 7.91 | -0.25 | | 1-Year | 26.73 | 35.24 | -8.51 | 25.39 | 1.34 | | 3-Year | -4.70 | -5.04 | 0.34 | -5.79 | 1.09 | | 5-Year | 2.07 | 1.47 | 0.6 | 0.71 | 1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.81 | 48.99 | -6.18 | 45.76 | -2.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.35 | -20.53 | -0.82 | -18.25 | -3.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.11 | -43.77 | 5.66 | | 2007 | | | 12.44 | 15.09 | -2.65 | | 2006 | | | 12.27 | 9.00 | 3.27 | | 2005 | | | 8.46 | 9.84 | -1.38 | | 2004 | | | 16.59 | 13.23 | 3.36 | | 2003 | | | 23.82 | 35.96 | -12.14 | | 2002 | | | -19.28 | -27.24 | 7.96 | | 2001 | | | 18.22 | -19.98 | 38.20 | | 2000 | | | 18.60 | -4.78 | 23.38 | | 1999 | | | 25.76 | 60.49 | -34.73 |
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| PAST QUARTERLY RETURNS (%) FOR
HMCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.35 | 15.15 | 15.59 | N/A | | 2008 | -11.30 | 1.52 | -10.69 | -23.05 | | 2007 | 4.23 | 8.83 | 0.63 | -1.49 | | 2006 | 7.01 | -2.22 | 2.01 | 5.19 | | 2005 | -2.87 | 2.26 | 7.99 | 1.13 | | 2004 | 3.30 | 3.28 | -1.18 | 10.58 | | 2003 | -1.96 | 10.80 | 2.12 | 11.62 | | 2002 | 5.43 | -10.53 | -16.54 | 2.54 | | 2001 | -6.19 | 19.40 | -11.01 | 18.60 | | 2000 | 15.37 | -2.27 | 4.74 | 0.42 | | 1999 | N/A | N/A | N/A | 21.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 827 | 75.94 | | 1-Month | 458 | 881 | 51.99 | | 3-Month | 167 | 879 | 19.00 | | 6-Month | 155 | 862 | 17.98 | | 1-Year | 520 | 825 | 63.03 | | 3-Year | 314 | 734 | 42.78 | | 5-Year | 252 | 632 | 39.87 |
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0.31% Nasdaq 
0.05 (0.25%) 
Performance
