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| Morningstar Return Rating: | | | Year to Date Return: | 27.35% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -53.87% | |
Worst 1-Yr Total Return (2008): | -53.87% | |
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 | HRSTX | Category | Diff | Index* | Diff | | Year To Date | 27.35 | 44.04 | -16.69 | 24.07 | 3.28 | | 1-Month | 4.70 | 6.23 | -1.53 | 6.00 | -1.3 | | 3-Month | 9.67 | 11.92 | -2.25 | 7.91 | 1.76 | | 1-Year | 34.28 | 46.07 | -11.79 | 25.39 | 8.89 | | 3-Year | N/A | 0.20 | N/A | -5.79 | N/A | | 5-Year | N/A | 10.75 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.07 | 54.65 | -20.58 | 45.76 | -11.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.15 | -26.32 | -15.83 | -18.25 | -23.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.87 | -48.79 | -5.08 | | 2007 | | | N/A | 37.12 | N/A | | 2006 | | | N/A | 10.53 | N/A | | 2005 | | | N/A | 38.20 | N/A | | 2004 | | | N/A | 27.47 | N/A | | 2003 | | | N/A | 32.76 | N/A | | 2002 | | | N/A | -0.80 | N/A | | 2001 | | | N/A | -10.44 | N/A | | 2000 | | | N/A | 29.49 | N/A | | 1999 | | | N/A | 30.64 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HRSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.47 | 12.05 | 14.34 | N/A | | 2008 | -5.56 | 12.09 | -32.31 | -35.61 | | 2007 | N/A | N/A | 4.31 | 3.57 | | 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 | 108 | 137 | 78.83 | | 1-Month | 31 | 138 | 22.46 | | 3-Month | 52 | 138 | 37.68 | | 6-Month | 121 | 137 | 88.32 | | 1-Year | 81 | 131 | 61.83 | | 3-Year | | 80 | N/A | | 5-Year | | 67 | N/A |
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