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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.60% | | 5-Year Average Return: | 0.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.39% | |
Worst 1-Yr Total Return (2008): | -40.60% | |
Best 3-Yr Total Return (2005-7): | 9.74% | |
Worst 3-Yr Total Return (2006-8): | -9.37% |
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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 | HRSGX | Category | Diff | Index* | Diff | | Year To Date | 22.60 | 21.65 | 0.95 | 17.05 | 5.55 | | 1-Month | -6.16 | -5.90 | -0.26 | -1.86 | -4.3 | | 3-Month | 2.97 | 2.07 | 0.9 | 5.48 | -2.51 | | 1-Year | 14.09 | 13.17 | 0.92 | 9.80 | 4.29 | | 3-Year | -5.59 | -7.45 | 1.86 | -7.02 | 1.43 | | 5-Year | 0.61 | 0.22 | 0.39 | 0.33 | 0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.19 | 52.20 | -3.01 | 45.76 | 3.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.49 | -18.89 | -4.6 | -18.25 | -5.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.60 | -41.55 | 0.95 | | 2007 | | | 13.39 | 7.59 | 5.80 | | 2006 | | | 10.53 | 10.81 | -0.28 | | 2005 | | | 5.44 | 6.02 | -0.58 | | 2004 | | | 10.84 | 12.41 | -1.57 | | 2003 | | | 44.28 | 45.54 | -1.26 | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HRSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.91 | 19.48 | 18.74 | N/A | | 2008 | -12.57 | 5.66 | -11.94 | -26.98 | | 2007 | 3.89 | 4.12 | 2.57 | 2.20 | | 2006 | 15.19 | -7.22 | -3.44 | 7.11 | | 2005 | -5.44 | 5.09 | 5.16 | 0.89 | | 2004 | 8.50 | -1.04 | -5.81 | 9.59 | | 2003 | -2.92 | 21.54 | 9.01 | 12.17 | | 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 | 300 | 790 | 37.97 | | 1-Month | 262 | 820 | 31.95 | | 3-Month | 81 | 819 | 9.89 | | 6-Month | 72 | 800 | 9.00 | | 1-Year | 293 | 783 | 37.42 | | 3-Year | 130 | 669 | 19.43 | | 5-Year | 189 | 554 | 34.12 |
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0.22% Nasdaq 
Performance
