|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.69% | | 5-Year Average Return: | -5.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.16% | |
Worst 1-Yr Total Return (2008): | -36.58% | |
Best 3-Yr Total Return (2004-6): | 12.17% | |
Worst 3-Yr Total Return (2006-8): | -14.81% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSCIX | Category | Diff | Index* | Diff | | Year To Date | 14.69 | 22.72 | -8.03 | 24.07 | -9.38 | | 1-Month | 2.89 | 3.14 | -0.25 | 6.00 | -3.11 | | 3-Month | 3.00 | 3.09 | -0.09 | 7.91 | -4.91 | | 1-Year | 19.09 | 29.36 | -10.27 | 25.39 | -6.3 | | 3-Year | -13.13 | -8.14 | -4.99 | -5.79 | -7.34 | | 5-Year | -5.34 | -0.30 | -5.04 | 0.71 | -6.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.20 | 57.49 | -3.29 | 45.76 | 8.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.47 | -19.40 | -8.07 | -18.25 | -9.22 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.58 | -36.56 | -0.02 | | 2007 | | | -10.33 | -1.10 | -9.23 | | 2006 | | | 8.73 | 15.03 | -6.30 | | 2005 | | | 4.55 | 6.75 | -2.20 | | 2004 | | | 24.16 | 18.94 | 5.22 | | 2003 | | | 52.02 | 43.41 | 8.61 | | 2002 | | | -14.58 | -16.22 | 1.64 | | 2001 | | | -9.65 | 8.92 | -18.57 | | 2000 | | | 6.75 | 11.89 | -5.14 | | 1999 | | | 40.14 | 19.95 | 20.19 |
|
| PAST QUARTERLY RETURNS (%) FOR
HSCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.21 | 20.94 | 17.53 | N/A | | 2008 | -8.09 | 3.29 | -9.71 | -26.01 | | 2007 | 0.46 | 5.42 | -6.99 | -8.97 | | 2006 | 10.52 | -4.85 | -1.99 | 5.50 | | 2005 | -3.90 | 1.53 | 5.97 | 1.12 | | 2004 | 7.48 | 2.01 | 0.29 | 12.92 | | 2003 | -1.85 | 23.18 | 12.09 | 12.18 | | 2002 | 7.12 | -7.81 | -15.96 | 2.93 | | 2001 | -13.78 | 13.26 | -20.33 | 16.14 | | 2000 | 8.98 | -3.94 | 9.75 | -7.08 | | 1999 | N/A | N/A | N/A | 28.21 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 558 | 657 | 84.93 | | 1-Month | 563 | 679 | 82.92 | | 3-Month | 456 | 671 | 67.96 | | 6-Month | 490 | 663 | 73.91 | | 1-Year | 460 | 646 | 71.21 | | 3-Year | 441 | 573 | 76.96 | | 5-Year | 382 | 475 | 80.42 |
|
|
|
|
|