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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.33% | | 5-Year Average Return: | 4.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 24.20% | |
Worst 1-Yr Total Return (2008): | -41.27% | |
Best 3-Yr Total Return (2005-7): | 16.79% | |
Worst 3-Yr Total Return (2006-8): | -5.92% |
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| 1-Year: | -6.24% | | 3-Year: | -0.57% | | 5-Year: | 5.93% | | 10-Year: | 6.14% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSOAX | Category | Diff | Index* | Diff | | Year To Date | 33.33 | 31.59 | 1.74 | 24.07 | 9.26 | | 1-Month | 4.23 | 4.49 | -0.26 | 6.00 | -1.77 | | 3-Month | 7.95 | 6.16 | 1.79 | 7.91 | 0.04 | | 1-Year | 32.83 | 35.24 | -2.41 | 25.39 | 7.44 | | 3-Year | -0.78 | -5.04 | 4.26 | -5.79 | 5.01 | | 5-Year | 4.95 | 1.47 | 3.48 | 0.71 | 4.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.12 | 48.99 | -3.87 | 45.76 | -0.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.21 | -20.53 | -0.68 | -18.25 | -2.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.27 | -43.77 | 2.50 | | 2007 | | | 24.20 | 15.09 | 9.11 | | 2006 | | | 14.16 | 9.00 | 5.16 | | 2005 | | | 12.35 | 9.84 | 2.51 | | 2004 | | | 11.42 | 13.23 | -1.81 | | 2003 | | | 37.84 | 35.96 | 1.88 | | 2002 | | | -33.36 | -27.24 | -6.12 | | 2001 | | | -1.95 | -19.98 | 18.03 | | 2000 | | | 4.29 | -4.78 | 9.07 | | 1999 | | | 47.07 | 60.49 | -13.42 |
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| PAST QUARTERLY RETURNS (%) FOR
HSOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.86 | 14.83 | 18.32 | N/A | | 2008 | -10.24 | 9.04 | -18.94 | -25.98 | | 2007 | 4.78 | 11.78 | 1.65 | 4.32 | | 2006 | 11.26 | -3.77 | 0.22 | 6.39 | | 2005 | -3.39 | 4.73 | 9.71 | 1.21 | | 2004 | 3.96 | 0.09 | -4.90 | 12.58 | | 2003 | -2.86 | 20.88 | 7.53 | 9.17 | | 2002 | -2.17 | -18.51 | -17.07 | 0.79 | | 2001 | -14.02 | 18.38 | -24.79 | 28.08 | | 2000 | 11.35 | 0.21 | 2.34 | -8.68 | | 1999 | N/A | N/A | N/A | 46.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 363 | 827 | 43.89 | | 1-Month | 123 | 881 | 13.96 | | 3-Month | 202 | 879 | 22.98 | | 6-Month | 310 | 862 | 35.96 | | 1-Year | 317 | 825 | 38.42 | | 3-Year | 66 | 734 | 8.99 | | 5-Year | 30 | 632 | 4.75 |
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0.02% Nasdaq 
0.33%
Performance
