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| Morningstar Return Rating: | Above average | | Year to Date Return: | -4.89% | | 5-Year Average Return: | 1.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 30.08% | |
Worst 1-Yr Total Return (2008): | -38.11% | |
Best 3-Yr Total Return (2005-7): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -7.90% |
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| 1-Year: | 29.08% | | 3-Year: | -3.26% | | 5-Year: | 1.97% | | 10-Year: | 6.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMCCX | Category | Diff | Index* | Diff | | Year To Date | -4.89 | -4.57 | -0.32 | -3.60 | -1.29 | | 1-Month | -4.89 | -4.57 | -0.32 | -3.60 | -1.29 | | 3-Month | 3.11 | 5.39 | -2.28 | 4.16 | -1.05 | | 1-Year | 32.58 | 39.73 | -7.15 | 33.14 | -0.56 | | 3-Year | -5.97 | -5.54 | -0.43 | -7.24 | 1.27 | | 5-Year | 1.37 | 1.43 | -0.06 | 0.18 | 1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.81 | 49.32 | -6.51 | 45.76 | -2.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.35 | -20.58 | -0.77 | -18.25 | -3.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMCCX | Category | Diff | | 2009 | | | 30.08 | 39.11 | -9.03 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HMCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.35 | 15.15 | 15.59 | 6.64 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 402 | 857 | 46.91 | | 1-Month | 291 | 857 | 33.96 | | 3-Month | 697 | 851 | 81.90 | | 6-Month | 439 | 845 | 51.95 | | 1-Year | 547 | 804 | 68.03 | | 3-Year | 352 | 719 | 48.96 | | 5-Year | 275 | 622 | 44.21 |
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1.52% Nasdaq 0.00%
Performance
