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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.13% | | 5-Year Average Return: | -4.53% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.89% | |
Worst 1-Yr Total Return (2008): | -36.72% | |
Best 3-Yr Total Return (2004-6): | 11.91% | |
Worst 3-Yr Total Return (2006-8): | -15.02% |
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| 1-Year: | -17.20% | | 3-Year: | -12.58% | | 5-Year: | -4.16% | | 10-Year: | 3.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSCZX | Category | Diff | Index* | Diff | | Year To Date | 11.13 | 21.65 | -10.52 | 17.05 | -5.92 | | 1-Month | -6.49 | -5.90 | -0.59 | -1.86 | -4.63 | | 3-Month | 1.38 | 2.07 | -0.69 | 5.48 | -4.1 | | 1-Year | 0.92 | 13.17 | -12.25 | 9.80 | -8.88 | | 3-Year | -14.04 | -7.45 | -6.59 | -7.02 | -7.02 | | 5-Year | -4.53 | 0.22 | -4.75 | 0.33 | -4.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.85 | 52.20 | 1.65 | 45.76 | 8.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.65 | -18.89 | -8.76 | -18.25 | -9.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSCZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.72 | -41.55 | 4.83 | | 2007 | | | -10.61 | 7.59 | -18.20 | | 2006 | | | 8.50 | 10.81 | -2.31 | | 2005 | | | 4.27 | 6.02 | -1.75 | | 2004 | | | 23.89 | 12.41 | 11.48 | | 2003 | | | 51.62 | 45.54 | 6.08 | | 2002 | | | -14.80 | -27.88 | 13.08 | | 2001 | | | -9.83 | -8.91 | -0.92 | | 2000 | | | 6.46 | -3.85 | 10.31 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSCZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.31 | 20.85 | 17.50 | N/A | | 2008 | -8.08 | 3.13 | -9.70 | -26.07 | | 2007 | 0.42 | 5.27 | -6.98 | -9.09 | | 2006 | 10.42 | -4.90 | -2.01 | 5.44 | | 2005 | -3.95 | 1.44 | 5.92 | 1.05 | | 2004 | 7.41 | 1.97 | 0.26 | 12.82 | | 2003 | -1.89 | 23.06 | 12.05 | 12.07 | | 2002 | 7.06 | -7.88 | -16.00 | 2.84 | | 2001 | -13.81 | 13.14 | -20.32 | 16.05 | | 2000 | 8.88 | -4.02 | 9.68 | -7.12 | | 1999 | N/A | N/A | N/A | 28.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 711 | 790 | 90.00 | | 1-Month | 647 | 820 | 78.90 | | 3-Month | 556 | 819 | 67.89 | | 6-Month | 656 | 800 | 82.00 | | 1-Year | 582 | 783 | 74.33 | | 3-Year | 548 | 669 | 81.91 | | 5-Year | 463 | 554 | 83.57 |
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