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| Morningstar Return Rating: | Low | | Year to Date Return: | 32.16% | | 5-Year Average Return: | -3.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.31% | |
Worst 1-Yr Total Return (2008): | -54.58% | |
Best 3-Yr Total Return (2004-6): | 13.93% | |
Worst 3-Yr Total Return (2006-8): | -17.86% |
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| 1-Year: | -12.56% | | 3-Year: | -11.35% | | 5-Year: | -1.73% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HNEAX | Category | Diff | Index* | Diff | | Year To Date | 32.16 | 31.59 | 0.57 | 24.07 | 8.09 | | 1-Month | 2.48 | 4.49 | -2.01 | 6.00 | -3.52 | | 3-Month | 0.58 | 6.16 | -5.58 | 7.91 | -7.33 | | 1-Year | 28.64 | 35.24 | -6.6 | 25.39 | 3.25 | | 3-Year | -12.36 | -5.04 | -7.32 | -5.79 | -6.57 | | 5-Year | -3.09 | 1.47 | -4.56 | 0.71 | -3.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.32 | 48.99 | 3.33 | 45.76 | 6.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.11 | -20.53 | -7.58 | -18.25 | -9.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HNEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.58 | -43.77 | -10.81 | | 2007 | | | 11.99 | 15.09 | -3.10 | | 2006 | | | 8.96 | 9.00 | -0.04 | | 2005 | | | 11.87 | 9.84 | 2.03 | | 2004 | | | 21.31 | 13.23 | 8.08 | | 2003 | | | 34.59 | 35.96 | -1.37 | | 2002 | | | -13.75 | -27.24 | 13.49 | | 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
HNEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.98 | 20.68 | 14.05 | N/A | | 2008 | -14.81 | 4.51 | -25.04 | -31.95 | | 2007 | 5.50 | 6.51 | -1.37 | 1.04 | | 2006 | 8.70 | -4.37 | -1.68 | 6.61 | | 2005 | -0.28 | 2.40 | 7.91 | 1.53 | | 2004 | 5.12 | 1.38 | -1.04 | 15.04 | | 2003 | -2.87 | 18.18 | 5.19 | 11.45 | | 2002 | 5.14 | -4.99 | -14.85 | 1.40 | | 2001 | N/A | 4.93 | -13.98 | 13.34 | | 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 | 454 | 827 | 54.90 | | 1-Month | 625 | 881 | 70.94 | | 3-Month | 861 | 879 | 97.95 | | 6-Month | 784 | 862 | 90.95 | | 1-Year | 467 | 825 | 56.61 | | 3-Year | 620 | 734 | 84.47 | | 5-Year | 502 | 632 | 79.43 |
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0.28% Nasdaq 
Performance
