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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.64% | | 5-Year Average Return: | 1.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 11.39% | |
Worst 1-Yr Total Return (2008): | -36.21% | |
Best 3-Yr Total Return (2005-7): | 8.87% | |
Worst 3-Yr Total Return (2006-8): | -9.59% |
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| 1-Year: | -5.39% | | 3-Year: | -4.27% | | 5-Year: | 0.95% | | 10-Year: | -5.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMRGX | Category | Diff | Index* | Diff | | Year To Date | 30.64 | 31.20 | -0.56 | 24.07 | 6.57 | | 1-Month | 5.15 | 5.67 | -0.52 | 6.00 | -0.85 | | 3-Month | 8.76 | 8.18 | 0.58 | 7.91 | 0.85 | | 1-Year | 30.12 | 34.04 | -3.92 | 25.39 | 4.73 | | 3-Year | -2.94 | -3.89 | 0.95 | -5.79 | 2.85 | | 5-Year | 1.97 | 1.25 | 0.72 | 0.71 | 1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.00 | 43.84 | -1.84 | 45.76 | -3.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.38 | -18.03 | 4.65 | -18.25 | 4.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMRGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.21 | -40.67 | 4.46 | | 2007 | | | 10.05 | 13.35 | -3.30 | | 2006 | | | 5.26 | 7.05 | -1.79 | | 2005 | | | 11.39 | 6.71 | 4.68 | | 2004 | | | 2.13 | 7.81 | -5.68 | | 2003 | | | 24.76 | 28.66 | -3.90 | | 2002 | | | -21.44 | -27.64 | 6.20 | | 2001 | | | -35.63 | -22.30 | -13.33 | | 2000 | | | -24.39 | -13.05 | -11.34 | | 1999 | | | 21.77 | 38.87 | -17.10 |
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| PAST QUARTERLY RETURNS (%) FOR
HMRGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.51 | 14.22 | 14.11 | N/A | | 2008 | -9.98 | -1.40 | -9.72 | -20.39 | | 2007 | 1.06 | 4.74 | 6.03 | -1.95 | | 2006 | 3.25 | -1.95 | -1.11 | 5.15 | | 2005 | -2.74 | 4.36 | 3.81 | 5.72 | | 2004 | 0.00 | 0.51 | -5.19 | 7.18 | | 2003 | -1.90 | 11.81 | 2.60 | 10.86 | | 2002 | -0.50 | -12.28 | -14.57 | 5.35 | | 2001 | -31.46 | 5.74 | -24.47 | 17.60 | | 2000 | 4.01 | -4.95 | -1.26 | -22.53 | | 1999 | N/A | N/A | N/A | 18.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 836 | 1818 | 45.98 | | 1-Month | 209 | 1906 | 10.97 | | 3-Month | 418 | 1904 | 21.95 | | 6-Month | 858 | 1866 | 45.98 | | 1-Year | 830 | 1815 | 45.73 | | 3-Year | 445 | 1537 | 28.95 | | 5-Year | 315 | 1273 | 24.74 |
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0.20% Nasdaq 
Performance
