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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.56% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.36% | |
Worst 1-Yr Total Return (2008): | -37.40% | |
Best 3-Yr Total Return (2004-6): | 7.82% | |
Worst 3-Yr Total Return (2006-8): | -10.68% |
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| 1-Year: | -8.28% | | 3-Year: | -5.80% | | 5-Year: | 1.79% | | 10-Year: | 3.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSPCX | Category | Diff | Index* | Diff | | Year To Date | 16.56 | 21.65 | -5.09 | 17.05 | -0.49 | | 1-Month | -6.83 | -5.90 | -0.93 | -1.86 | -4.97 | | 3-Month | 1.04 | 2.07 | -1.03 | 5.48 | -4.44 | | 1-Year | 8.37 | 13.17 | -4.8 | 9.80 | -1.43 | | 3-Year | -9.10 | -7.45 | -1.65 | -7.02 | -2.08 | | 5-Year | 0.15 | 0.22 | -0.07 | 0.33 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.44 | 52.20 | -2.76 | 45.76 | 3.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.23 | -18.89 | -0.34 | -18.25 | -0.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.40 | -41.55 | 4.15 | | 2007 | | | 1.31 | 7.59 | -6.28 | | 2006 | | | 12.36 | 10.81 | 1.55 | | 2005 | | | 7.85 | 6.02 | 1.83 | | 2004 | | | 3.44 | 12.41 | -8.97 | | 2003 | | | 50.00 | 45.54 | 4.46 | | 2002 | | | -28.32 | -27.88 | -0.44 | | 2001 | | | 2.07 | -8.91 | 10.98 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.41 | 16.33 | 17.42 | N/A | | 2008 | -14.80 | 4.39 | -4.95 | -25.95 | | 2007 | 3.23 | 6.41 | 1.23 | -8.90 | | 2006 | 15.85 | -4.23 | -3.86 | 5.34 | | 2005 | -4.38 | 2.78 | 6.41 | 3.12 | | 2004 | 1.81 | -1.93 | -8.87 | 13.69 | | 2003 | -4.13 | 23.25 | 11.58 | 13.77 | | 2002 | -1.01 | -13.41 | -16.17 | -0.24 | | 2001 | -7.85 | 16.39 | -18.10 | 16.21 | | 2000 | N/A | N/A | -4.44 | -12.26 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 545 | 790 | 68.99 | | 1-Month | 565 | 820 | 68.90 | | 3-Month | 606 | 819 | 73.99 | | 6-Month | 560 | 800 | 70.00 | | 1-Year | 534 | 783 | 68.20 | | 3-Year | 381 | 669 | 56.95 | | 5-Year | 271 | 554 | 48.92 |
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0.22% Nasdaq 
Performance
