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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.30% | | 5-Year Average Return: | 2.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 13.73% | |
Worst 1-Yr Total Return (2008): | -37.30% | |
Best 3-Yr Total Return (2005-7): | 9.14% | |
Worst 3-Yr Total Return (2006-8): | -10.51% |
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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 | HRCAX | Category | Diff | Index* | Diff | | Year To Date | 37.30 | 31.20 | 6.1 | 24.07 | 13.23 | | 1-Month | 5.81 | 5.67 | 0.14 | 6.00 | -0.19 | | 3-Month | 10.62 | 8.18 | 2.44 | 7.91 | 2.71 | | 1-Year | 39.40 | 34.04 | 5.36 | 25.39 | 14.01 | | 3-Year | -1.19 | -3.89 | 2.7 | -5.79 | 4.6 | | 5-Year | 2.99 | 1.25 | 1.74 | 0.71 | 2.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.22 | 43.84 | -3.62 | 45.76 | -5.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.43 | -18.03 | 5.6 | -18.25 | 5.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.30 | -40.67 | 3.37 | | 2007 | | | 11.98 | 13.35 | -1.37 | | 2006 | | | 2.09 | 7.05 | -4.96 | | 2005 | | | 13.73 | 6.71 | 7.02 | | 2004 | | | 9.08 | 7.81 | 1.27 | | 2003 | | | 30.45 | 28.66 | 1.79 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HRCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.65 | 15.21 | 13.58 | N/A | | 2008 | -11.08 | 2.27 | -12.95 | -20.79 | | 2007 | 1.14 | 3.54 | 6.18 | 0.70 | | 2006 | 1.20 | -7.38 | 4.49 | 4.23 | | 2005 | -5.52 | 6.03 | 7.19 | 5.92 | | 2004 | 1.22 | 1.73 | -4.21 | 10.60 | | 2003 | -2.28 | 14.63 | 4.73 | 11.19 | | 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 | 418 | 1818 | 22.99 | | 1-Month | 1334 | 1906 | 69.99 | | 3-Month | 304 | 1904 | 15.97 | | 6-Month | 447 | 1866 | 23.95 | | 1-Year | 385 | 1815 | 21.21 | | 3-Year | 235 | 1537 | 15.29 | | 5-Year | 228 | 1273 | 17.91 |
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0.31% Nasdaq 0.00%
0.04 (0.12%) 
Performance
