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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.15% | | 5-Year Average Return: | 4.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.19% | |
Worst 1-Yr Total Return (2008): | -41.73% | |
Best 3-Yr Total Return (2005-7): | 15.89% | |
Worst 3-Yr Total Return (2006-8): | -6.65% |
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| 1-Year: | -5.70% | | 3-Year: | -0.01% | | 5-Year: | 6.21% | | 10-Year: | 5.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HOPBX | Category | Diff | Index* | Diff | | Year To Date | 27.15 | 25.80 | 1.35 | 17.05 | 10.1 | | 1-Month | -4.07 | -4.37 | 0.3 | -1.86 | -2.21 | | 3-Month | 4.77 | 4.09 | 0.68 | 5.48 | -0.71 | | 1-Year | 13.92 | 16.23 | -2.31 | 9.80 | 4.12 | | 3-Year | -2.10 | -5.36 | 3.26 | -7.02 | 4.92 | | 5-Year | 4.52 | 1.68 | 2.84 | 0.33 | 4.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.35 | 47.87 | -3.52 | 45.76 | -1.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.86 | -19.87 | -1.99 | -18.25 | -3.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HOPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.73 | -43.77 | 2.04 | | 2007 | | | 23.19 | 15.09 | 8.10 | | 2006 | | | 13.33 | 9.00 | 4.33 | | 2005 | | | 11.48 | 9.84 | 1.64 | | 2004 | | | 10.53 | 13.23 | -2.70 | | 2003 | | | 36.82 | 35.96 | 0.86 | | 2002 | | | -33.87 | -27.24 | -6.63 | | 2001 | | | -2.62 | -19.98 | 17.36 | | 2000 | | | 3.46 | -4.78 | 8.24 | | 1999 | | | 46.05 | 60.49 | -14.44 |
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| PAST QUARTERLY RETURNS (%) FOR
HOPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.00 | 14.66 | 17.94 | N/A | | 2008 | -10.34 | 8.80 | -19.13 | -26.14 | | 2007 | 4.55 | 11.59 | 1.52 | 4.01 | | 2006 | 11.06 | -3.90 | 0.00 | 6.18 | | 2005 | -3.50 | 4.47 | 9.45 | 1.04 | | 2004 | 3.67 | -0.10 | -5.08 | 12.42 | | 2003 | -2.99 | 20.59 | 7.32 | 8.98 | | 2002 | -2.34 | -18.68 | -17.31 | 0.68 | | 2001 | -14.09 | 18.13 | -24.91 | 27.78 | | 2000 | 11.12 | -0.05 | 2.22 | -8.87 | | 1999 | N/A | N/A | N/A | 46.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 449 | 848 | 52.95 | | 1-Month | 549 | 901 | 60.93 | | 3-Month | 520 | 898 | 57.91 | | 6-Month | 286 | 868 | 32.95 | | 1-Year | 499 | 847 | 58.91 | | 3-Year | 132 | 749 | 17.62 | | 5-Year | 97 | 636 | 15.25 |
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1.44% Nasdaq 
Performance
