|
| Morningstar Return Rating: | Average | | Year to Date Return: | 3.55% | | 5-Year Average Return: | -1.93% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 28.92% | |
Worst 1-Yr Total Return (2008): | -29.36% | |
Best 3-Yr Total Return (2004-6): | 15.91% | |
Worst 3-Yr Total Return (2006-8): | -10.64% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSCVX | Category | Diff | Index* | Diff | | Year To Date | 3.55 | 19.19 | -15.64 | 17.05 | -13.5 | | 1-Month | -6.87 | -5.16 | -1.71 | -1.86 | -5.01 | | 3-Month | 0.18 | 4.11 | -3.93 | 5.48 | -5.3 | | 1-Year | -2.09 | 11.22 | -13.31 | 9.80 | -11.89 | | 3-Year | -11.95 | -7.72 | -4.23 | -7.02 | -4.93 | | 5-Year | -1.93 | 1.02 | -2.95 | 0.33 | -2.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.30 | 60.83 | -15.53 | 45.76 | -0.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.54 | -15.36 | -8.18 | -18.25 | -5.29 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.36 | -32.24 | 2.88 | | 2007 | | | -8.93 | -6.08 | -2.85 | | 2006 | | | 10.92 | 16.27 | -5.35 | | 2005 | | | 8.90 | 6.40 | 2.50 | | 2004 | | | 28.92 | 21.14 | 7.78 | | 2003 | | | 43.04 | 42.38 | 0.66 | | 2002 | | | -12.76 | -10.12 | -2.64 | | 2001 | | | 5.57 | 15.92 | -10.35 | | 2000 | | | 34.45 | 18.64 | 15.81 | | 1999 | | | 0.49 | 6.78 | -6.29 |
|
| PAST QUARTERLY RETURNS (%) FOR
HSCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.77 | 14.86 | 17.72 | N/A | | 2008 | -6.78 | 0.55 | -1.27 | -23.67 | | 2007 | 1.17 | 4.30 | -10.03 | -4.07 | | 2006 | 9.39 | -5.30 | 0.66 | 6.37 | | 2005 | 0.39 | 1.49 | 6.48 | 0.38 | | 2004 | 7.27 | 2.36 | 2.98 | 14.02 | | 2003 | -2.93 | 20.16 | 5.10 | 16.69 | | 2002 | 7.89 | -2.95 | -20.15 | 4.34 | | 2001 | -0.37 | 13.03 | -15.10 | 10.43 | | 2000 | 0.92 | 5.15 | 15.84 | 9.36 | | 1999 | N/A | N/A | N/A | 9.93 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 370 | 390 | 94.87 | | 1-Month | 336 | 406 | 82.76 | | 3-Month | 360 | 405 | 88.89 | | 6-Month | 372 | 396 | 93.94 | | 1-Year | 299 | 381 | 78.48 | | 3-Year | 216 | 317 | 68.14 | | 5-Year | 186 | 242 | 76.86 |
|
|
|
|
|