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| Morningstar Return Rating: | Above average | | Year to Date Return: | 48.89% | | 5-Year Average Return: | 2.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.37% | |
Worst 1-Yr Total Return (2008): | -45.62% | |
Best 3-Yr Total Return (2005-7): | 9.95% | |
Worst 3-Yr Total Return (2006-8): | -11.76% |
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| 1-Year: | -9.57% | | 3-Year: | -4.27% | | 5-Year: | 2.03% | | 10-Year: | 1.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HRCPX | Category | Diff | Index* | Diff | | Year To Date | 48.89 | 31.20 | 17.69 | 24.07 | 24.82 | | 1-Month | 7.02 | 5.67 | 1.35 | 6.00 | 1.02 | | 3-Month | 10.58 | 8.18 | 2.4 | 7.91 | 2.67 | | 1-Year | 50.56 | 34.04 | 16.52 | 25.39 | 25.17 | | 3-Year | -2.45 | -3.89 | 1.44 | -5.79 | 3.34 | | 5-Year | 2.50 | 1.25 | 1.25 | 0.71 | 1.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.41 | 43.84 | 8.57 | 45.76 | 6.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.41 | -18.03 | -4.38 | -18.25 | -4.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.62 | -40.67 | -4.95 | | 2007 | | | 13.37 | 13.35 | 0.02 | | 2006 | | | 11.44 | 7.05 | 4.39 | | 2005 | | | 5.20 | 6.71 | -1.51 | | 2004 | | | 12.61 | 7.81 | 4.80 | | 2003 | | | 26.65 | 28.66 | -2.01 | | 2002 | | | -24.39 | -27.64 | 3.25 | | 2001 | | | -8.14 | -22.30 | 14.16 | | 2000 | | | -8.55 | -13.05 | 4.50 | | 1999 | | | 40.39 | 38.87 | 1.52 |
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| PAST QUARTERLY RETURNS (%) FOR
HRCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.81 | 22.13 | 11.87 | N/A | | 2008 | -11.89 | 7.70 | -14.40 | -33.06 | | 2007 | 1.25 | 8.91 | 4.28 | -1.40 | | 2006 | 5.34 | -1.79 | 2.25 | 5.36 | | 2005 | -7.07 | 3.37 | 4.89 | 4.40 | | 2004 | 0.86 | 0.17 | -1.58 | 13.24 | | 2003 | -3.76 | 18.63 | -0.14 | 11.09 | | 2002 | -3.17 | -16.98 | -12.87 | 7.94 | | 2001 | -7.68 | 12.46 | -24.57 | 17.30 | | 2000 | 2.47 | -6.70 | 3.01 | -7.14 | | 1999 | N/A | N/A | N/A | 27.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 1818 | 4.95 | | 1-Month | 304 | 1906 | 15.95 | | 3-Month | 190 | 1904 | 9.98 | | 6-Month | 1231 | 1866 | 65.97 | | 1-Year | 77 | 1815 | 4.24 | | 3-Year | 413 | 1537 | 26.87 | | 5-Year | 285 | 1273 | 22.39 |
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0.53% Nasdaq 
0.12%
Performance
