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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.90% | | 5-Year Average Return: | 0.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.78% | |
Worst 1-Yr Total Return (2008): | -36.94% | |
Best 3-Yr Total Return (2004-6): | 10.89% | |
Worst 3-Yr Total Return (2006-8): | -7.84% |
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| 1-Year: | -9.36% | | 3-Year: | -2.94% | | 5-Year: | 2.23% | | 10-Year: | 5.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSCCX | Category | Diff | Index* | Diff | | Year To Date | 22.90 | 25.65 | -2.75 | 24.07 | -1.17 | | 1-Month | 3.64 | 3.38 | 0.26 | 6.00 | -2.36 | | 3-Month | 5.66 | 3.71 | 1.95 | 7.91 | -2.25 | | 1-Year | 29.04 | 31.83 | -2.79 | 25.39 | 3.65 | | 3-Year | -6.09 | -7.28 | 1.19 | -5.79 | -0.3 | | 5-Year | 0.14 | -0.38 | 0.52 | 0.71 | -0.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.10 | 53.06 | 1.04 | 45.76 | 8.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.22 | -19.68 | -4.54 | -18.25 | -5.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.94 | -41.55 | 4.61 | | 2007 | | | 6.28 | 7.59 | -1.31 | | 2006 | | | 16.78 | 10.81 | 5.97 | | 2005 | | | 0.63 | 6.02 | -5.39 | | 2004 | | | 16.02 | 12.41 | 3.61 | | 2003 | | | 39.33 | 45.54 | -6.21 | | 2002 | | | -19.80 | -27.88 | 8.08 | | 2001 | | | 11.62 | -8.91 | 20.53 | | 2000 | | | 4.84 | -3.85 | 8.69 | | 1999 | | | 6.31 | 64.77 | -58.46 |
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| PAST QUARTERLY RETURNS (%) FOR
HSCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.67 | 19.81 | 17.62 | N/A | | 2008 | -11.65 | 2.84 | -4.57 | -27.27 | | 2007 | 3.38 | 8.12 | -1.87 | -3.11 | | 2006 | 12.05 | -6.34 | 2.67 | 8.37 | | 2005 | -6.73 | 3.19 | 3.56 | 0.95 | | 2004 | 7.39 | 0.53 | -4.59 | 12.64 | | 2003 | -7.05 | 20.20 | 10.06 | 13.31 | | 2002 | 8.06 | -11.08 | -21.47 | 6.29 | | 2001 | -3.06 | 13.74 | -15.42 | 19.69 | | 2000 | 16.08 | -3.36 | -1.82 | -4.81 | | 1999 | N/A | N/A | N/A | 14.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 495 | 786 | 62.98 | | 1-Month | 440 | 816 | 53.92 | | 3-Month | 252 | 815 | 30.92 | | 6-Month | 152 | 802 | 18.95 | | 1-Year | 371 | 781 | 47.50 | | 3-Year | 225 | 667 | 33.73 | | 5-Year | 206 | 563 | 36.59 |
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