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| Morningstar Return Rating: | Above average | | Year to Date Return: | 49.57% | | 5-Year Average Return: | 2.75% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.79% | |
Worst 1-Yr Total Return (2008): | -45.43% | |
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 | HRCMX | Category | Diff | Index* | Diff | | Year To Date | 49.57 | 31.20 | 18.37 | 24.07 | 25.5 | | 1-Month | 7.06 | 5.67 | 1.39 | 6.00 | 1.06 | | 3-Month | 10.73 | 8.18 | 2.55 | 7.91 | 2.82 | | 1-Year | 51.23 | 34.04 | 17.19 | 25.39 | 25.84 | | 3-Year | -2.07 | -3.89 | 1.82 | -5.79 | 3.72 | | 5-Year | 2.75 | 1.25 | 1.5 | 0.71 | 2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.81 | 43.84 | 8.97 | 45.76 | 7.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.07 | -18.03 | -4.04 | -18.25 | -3.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRCMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.43 | -40.67 | -4.76 | | 2007 | | | 13.79 | 13.35 | 0.44 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 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
HRCMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.96 | 22.26 | 12.03 | N/A | | 2008 | -11.80 | 7.76 | -14.30 | -33.01 | | 2007 | 1.34 | 9.05 | 4.33 | -1.31 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 72 | 1818 | 3.96 | | 1-Month | 228 | 1906 | 11.96 | | 3-Month | 133 | 1904 | 6.99 | | 6-Month | 1138 | 1866 | 60.99 | | 1-Year | 64 | 1815 | 3.53 | | 3-Year | 351 | 1537 | 22.84 | | 5-Year | | 1273 | N/A |
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0.83% Nasdaq 0.00%
Performance
