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| Morningstar Return Rating: | Average | | Year to Date Return: | -13.78% | | 5-Year Average Return: | -8.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.74% | |
Worst 1-Yr Total Return (2008): | -21.41% | |
Best 3-Yr Total Return (2004-6): | 10.92% | |
Worst 3-Yr Total Return (2006-8): | -11.93% |
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| 1-Year: | -29.60% | | 3-Year: | -17.66% | | 5-Year: | -7.37% | | 10-Year: | 5.11% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSSAX | Category | Diff | Index* | Diff | | Year To Date | -13.78 | 20.35 | -34.13 | 17.05 | -30.83 | | 1-Month | -6.42 | -4.96 | -1.46 | -1.86 | -4.56 | | 3-Month | -5.28 | 5.78 | -11.06 | 5.48 | -10.76 | | 1-Year | -21.09 | 6.97 | -28.06 | 9.80 | -30.89 | | 3-Year | -18.30 | -15.39 | -2.91 | -7.02 | -11.28 | | 5-Year | -8.31 | -5.49 | -2.82 | 0.33 | -8.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.28 | 76.37 | -52.09 | 45.76 | -21.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.26 | -13.57 | -5.69 | -18.25 | -1.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.41 | -43.91 | 22.50 | | 2007 | | | -20.92 | -11.64 | -9.28 | | 2006 | | | 9.94 | 16.90 | -6.96 | | 2005 | | | 2.81 | 6.74 | -3.93 | | 2004 | | | 20.74 | 14.02 | 6.72 | | 2003 | | | 44.59 | 33.56 | 11.03 | | 2002 | | | 14.60 | -10.28 | 24.88 | | 2001 | | | 15.54 | -2.05 | 17.59 | | 2000 | | | 15.10 | 27.74 | -12.64 | | 1999 | | | 16.73 | -1.79 | 18.52 |
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| PAST QUARTERLY RETURNS (%) FOR
HSSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.75 | 5.59 | 8.74 | N/A | | 2008 | -9.84 | -12.33 | 22.65 | -18.93 | | 2007 | -2.64 | -1.85 | -6.50 | -11.49 | | 2006 | 6.56 | -2.41 | 2.19 | 3.45 | | 2005 | -6.24 | 4.13 | 3.66 | 1.59 | | 2004 | 5.75 | -1.45 | 3.62 | 11.82 | | 2003 | 2.32 | 12.82 | 9.29 | 14.61 | | 2002 | 8.61 | 10.27 | -7.68 | 3.65 | | 2001 | 0.45 | 14.84 | -4.07 | 4.41 | | 2000 | -5.64 | 0.00 | 11.99 | 8.93 | | 1999 | N/A | N/A | N/A | 1.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 125 | 129 | 96.90 | | 1-Month | 127 | 129 | 98.45 | | 3-Month | 127 | 129 | 98.45 | | 6-Month | 126 | 129 | 97.67 | | 1-Year | 95 | 122 | 77.87 | | 3-Year | 57 | 107 | 53.27 | | 5-Year | 60 | 101 | 59.41 |
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0.18% Nasdaq 
0.42%
Performance
