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| Morningstar Return Rating: | High | | Year to Date Return: | 27.70% | | 5-Year Average Return: | 5.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.40% | |
Worst 1-Yr Total Return (2008): | -35.69% | |
Best 3-Yr Total Return (2005-7): | 15.47% | |
Worst 3-Yr Total Return (2006-8): | -3.32% |
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| 1-Year: | 3.51% | | 3-Year: | -0.58% | | 5-Year: | 5.97% | | 10-Year: | 3.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HRCVX | Category | Diff | Index* | Diff | | Year To Date | 27.70 | 25.10 | 2.6 | 24.07 | 3.63 | | 1-Month | 2.85 | 5.28 | -2.43 | 6.00 | -3.15 | | 3-Month | 4.73 | 7.01 | -2.28 | 7.91 | -3.18 | | 1-Year | 31.81 | 28.01 | 3.8 | 25.39 | 6.42 | | 3-Year | -0.33 | -5.87 | 5.54 | -5.79 | 5.46 | | 5-Year | 5.97 | 0.64 | 5.33 | 0.71 | 5.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.54 | 46.08 | 5.46 | 45.76 | 5.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.58 | -17.41 | 13.83 | -18.25 | 14.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.69 | -37.79 | 2.10 | | 2007 | | | 17.69 | 6.16 | 11.53 | | 2006 | | | 19.40 | 14.17 | 5.23 | | 2005 | | | 9.56 | 5.88 | 3.68 | | 2004 | | | 9.69 | 10.02 | -0.33 | | 2003 | | | 31.87 | 27.05 | 4.82 | | 2002 | | | -23.33 | -22.25 | -1.08 | | 2001 | | | -3.26 | -13.50 | 10.24 | | 2000 | | | 1.86 | -6.31 | 8.17 | | 1999 | | | 1.68 | 20.16 | -18.48 |
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| PAST QUARTERLY RETURNS (%) FOR
HRCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.18 | 23.28 | 14.16 | N/A | | 2008 | -11.92 | -4.79 | -10.80 | -14.03 | | 2007 | 1.82 | 8.36 | 6.11 | 0.52 | | 2006 | 5.22 | -0.48 | 5.76 | 7.82 | | 2005 | 1.68 | 1.65 | 3.07 | 2.85 | | 2004 | 1.81 | -2.49 | -1.43 | 12.10 | | 2003 | -0.75 | 19.00 | 1.57 | 9.93 | | 2002 | -3.10 | -11.64 | -13.24 | 3.22 | | 2001 | -6.20 | 3.99 | -8.73 | 8.66 | | 2000 | 0.33 | 0.36 | 0.61 | 0.56 | | 1999 | N/A | N/A | N/A | 3.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 626 | 2021 | 30.97 | | 1-Month | 2049 | 2113 | 96.97 | | 3-Month | 2007 | 2091 | 95.98 | | 6-Month | 1754 | 2064 | 84.98 | | 1-Year | 682 | 2011 | 33.91 | | 3-Year | 29 | 1707 | 1.70 | | 5-Year | 7 | 1360 | 0.51 |
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0.20% Nasdaq 
Performance
