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| Morningstar Return Rating: | Above average | | Year to Date Return: | 32.49% | | 5-Year Average Return: | 4.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.17% | |
Worst 1-Yr Total Return (2008): | -41.66% | |
Best 3-Yr Total Return (2005-7): | 15.90% | |
Worst 3-Yr Total Return (2006-8): | -6.60% |
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| 1-Year: | -2.83% | | 3-Year: | 0.42% | | 5-Year: | 6.26% | | 10-Year: | 5.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HOPCX | Category | Diff | Index* | Diff | | Year To Date | 32.49 | 31.59 | 0.9 | 24.07 | 8.42 | | 1-Month | 4.31 | 4.49 | -0.18 | 6.00 | -1.69 | | 3-Month | 7.80 | 6.16 | 1.64 | 7.91 | -0.11 | | 1-Year | 31.91 | 35.24 | -3.33 | 25.39 | 6.52 | | 3-Year | -1.50 | -5.04 | 3.54 | -5.79 | 4.29 | | 5-Year | 4.18 | 1.47 | 2.71 | 0.71 | 3.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.56 | 48.99 | -4.43 | 45.76 | -1.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.83 | -20.53 | -1.3 | -18.25 | -3.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HOPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.66 | -43.77 | 2.11 | | 2007 | | | 23.17 | 15.09 | 8.08 | | 2006 | | | 13.38 | 9.00 | 4.38 | | 2005 | | | 11.47 | 9.84 | 1.63 | | 2004 | | | 10.64 | 13.23 | -2.59 | | 2003 | | | 36.79 | 35.96 | 0.83 | | 2002 | | | -33.87 | -27.24 | -6.63 | | 2001 | | | -2.69 | -19.98 | 17.29 | | 2000 | | | 3.46 | -4.78 | 8.24 | | 1999 | | | 46.26 | 60.49 | -14.23 |
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| PAST QUARTERLY RETURNS (%) FOR
HOPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.96 | 14.57 | 18.12 | N/A | | 2008 | -10.38 | 8.77 | -19.03 | -26.08 | | 2007 | 4.58 | 11.54 | 1.50 | 4.03 | | 2006 | 11.05 | -3.86 | 0.00 | 6.20 | | 2005 | -3.56 | 4.52 | 9.45 | 1.03 | | 2004 | 3.74 | -0.09 | -5.04 | 12.41 | | 2003 | -2.96 | 20.56 | 7.26 | 9.02 | | 2002 | -2.32 | -18.61 | -17.26 | 0.54 | | 2001 | -14.14 | 18.18 | -24.96 | 27.79 | | 2000 | 11.12 | 0.00 | 2.15 | -8.86 | | 1999 | N/A | N/A | N/A | 46.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 396 | 827 | 47.88 | | 1-Month | 140 | 881 | 15.89 | | 3-Month | 246 | 879 | 27.99 | | 6-Month | 362 | 862 | 42.00 | | 1-Year | 350 | 825 | 42.42 | | 3-Year | 100 | 734 | 13.62 | | 5-Year | 64 | 632 | 10.13 |
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0.20% Nasdaq 
Performance
