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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.29% | | 5-Year Average Return: | 2.63% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.05% | |
Worst 1-Yr Total Return (2008): | -37.75% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HMRRX | Category | Diff | Index* | Diff | | Year To Date | 25.29 | 31.59 | -6.3 | 24.07 | 1.22 | | 1-Month | 3.91 | 4.49 | -0.58 | 6.00 | -2.09 | | 3-Month | 7.81 | 6.16 | 1.65 | 7.91 | -0.1 | | 1-Year | 27.49 | 35.24 | -7.75 | 25.39 | 2.1 | | 3-Year | -4.16 | -5.04 | 0.88 | -5.79 | 1.63 | | 5-Year | 2.63 | 1.47 | 1.16 | 0.71 | 1.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.38 | 48.99 | -5.61 | 45.76 | -2.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.89 | -20.53 | -0.36 | -18.25 | -2.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HMRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.75 | -43.77 | 6.02 | | 2007 | | | 13.05 | 15.09 | -2.04 | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HMRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.22 | 15.34 | 15.74 | N/A | | 2008 | -11.16 | 1.69 | -10.57 | -22.94 | | 2007 | 4.37 | 9.00 | 0.76 | -1.38 | | 2006 | N/A | N/A | N/A | 5.36 | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 611 | 827 | 73.88 | | 1-Month | 440 | 881 | 49.94 | | 3-Month | 158 | 879 | 17.97 | | 6-Month | 129 | 862 | 14.97 | | 1-Year | 505 | 825 | 61.21 | | 3-Year | 275 | 734 | 37.47 | | 5-Year | | 632 | N/A |
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