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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.54% | | 5-Year Average Return: | 0.70% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.85% | |
Worst 1-Yr Total Return (2008): | -36.55% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSRRX | Category | Diff | Index* | Diff | | Year To Date | 23.54 | 25.65 | -2.11 | 24.07 | -0.53 | | 1-Month | 3.65 | 3.38 | 0.27 | 6.00 | -2.35 | | 3-Month | 5.81 | 3.71 | 2.1 | 7.91 | -2.1 | | 1-Year | 29.80 | 31.83 | -2.03 | 25.39 | 4.41 | | 3-Year | -5.55 | -7.28 | 1.73 | -5.79 | 0.24 | | 5-Year | 0.70 | -0.38 | 1.08 | 0.71 | -0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.58 | 53.06 | 1.52 | 45.76 | 8.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.76 | -19.68 | -4.08 | -18.25 | -5.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.55 | -41.55 | 5.00 | | 2007 | | | 6.85 | 7.59 | -0.74 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.55 | 20.02 | 17.79 | N/A | | 2008 | -11.52 | 2.98 | -4.42 | -27.14 | | 2007 | 3.49 | 8.26 | -1.72 | -2.96 | | 2006 | N/A | N/A | N/A | 8.52 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 455 | 786 | 57.89 | | 1-Month | 432 | 816 | 52.94 | | 3-Month | 228 | 815 | 27.98 | | 6-Month | 136 | 802 | 16.96 | | 1-Year | 345 | 781 | 44.17 | | 3-Year | 176 | 667 | 26.39 | | 5-Year | | 563 | N/A |
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0.89% Nasdaq 
0.22 (0.82%) 
Performance
