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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.90% | | 5-Year Average Return: | 0.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.56% | |
Worst 1-Yr Total Return (2008): | -36.91% | |
Best 3-Yr Total Return (2004-6): | 8.38% | |
Worst 3-Yr Total Return (2006-8): | -10.20% |
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| 1-Year: | -12.27% | | 3-Year: | -7.24% | | 5-Year: | 1.15% | | 10-Year: | 3.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSPGX | Category | Diff | Index* | Diff | | Year To Date | 16.90 | 21.65 | -4.75 | 17.05 | -0.15 | | 1-Month | -6.79 | -5.90 | -0.89 | -1.86 | -4.93 | | 3-Month | 1.19 | 2.07 | -0.88 | 5.48 | -4.29 | | 1-Year | 8.79 | 13.17 | -4.38 | 9.80 | -1.01 | | 3-Year | -8.67 | -7.45 | -1.22 | -7.02 | -1.65 | | 5-Year | 0.69 | 0.22 | 0.47 | 0.33 | 0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.78 | 52.20 | -2.42 | 45.76 | 4.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.84 | -18.89 | 0.05 | -18.25 | -0.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSPGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.91 | -41.55 | 4.64 | | 2007 | | | 1.97 | 7.59 | -5.62 | | 2006 | | | 12.56 | 10.81 | 1.75 | | 2005 | | | 8.62 | 6.02 | 2.60 | | 2004 | | | 4.14 | 12.41 | -8.27 | | 2003 | | | 50.81 | 45.54 | 5.27 | | 2002 | | | -27.81 | -27.88 | 0.07 | | 2001 | | | 2.58 | -8.91 | 11.49 | | 2000 | | | -21.85 | -3.85 | -18.00 | | 1999 | | | 96.35 | 64.77 | 31.58 |
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| PAST QUARTERLY RETURNS (%) FOR
HSPGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.39 | 16.39 | 17.61 | N/A | | 2008 | -14.69 | 4.60 | -4.75 | -25.77 | | 2007 | 3.45 | 6.54 | 1.44 | -8.79 | | 2006 | 15.99 | -4.07 | -3.64 | 4.98 | | 2005 | -4.25 | 2.93 | 6.67 | 3.31 | | 2004 | 2.00 | -1.81 | -8.73 | 13.93 | | 2003 | -4.06 | 23.46 | 11.75 | 13.94 | | 2002 | -0.84 | -13.34 | -16.08 | 0.12 | | 2001 | -7.82 | 16.50 | -18.00 | 16.49 | | 2000 | 10.34 | -15.85 | -4.27 | -12.09 | | 1999 | N/A | N/A | N/A | 65.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 537 | 790 | 67.97 | | 1-Month | 557 | 820 | 67.93 | | 3-Month | 589 | 819 | 71.92 | | 6-Month | 528 | 800 | 66.00 | | 1-Year | 517 | 783 | 66.03 | | 3-Year | 358 | 669 | 53.51 | | 5-Year | 241 | 554 | 43.50 |
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Performance
