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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.06% | | 5-Year Average Return: | -8.16% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | -11.29% | |
Worst 1-Yr Total Return (2009): | -11.29% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -16.39% | | 3-Year: | -19.61% | | 5-Year: | -10.10% | | 10-Year: | 4.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSSAX | Category | Diff | Index* | Diff | | Year To Date | 2.06 | -1.10 | 3.16 | -3.60 | 5.66 | | 1-Month | 2.06 | -1.10 | 3.16 | -3.60 | 5.66 | | 3-Month | 5.00 | 2.99 | 2.01 | 4.16 | 0.84 | | 1-Year | 10.50 | 49.15 | -38.65 | 33.14 | -22.64 | | 3-Year | -17.40 | -16.13 | -1.27 | -7.24 | -10.16 | | 5-Year | -8.16 | -5.96 | -2.2 | 0.18 | -8.34 | | 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 | -13.82 | -5.44 | -18.25 | -1.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSSAX | Category | Diff | | 2009 | | | -11.29 | 25.26 | -36.55 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HSSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.75 | 5.59 | 8.74 | -3.72 | | 2008 | N/A | N/A | N/A | N/A | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 21 | 129 | 16.28 | | 1-Month | 1 | 129 | 0.78 | | 3-Month | 28 | 129 | 21.71 | | 6-Month | 126 | 129 | 97.67 | | 1-Year | 105 | 129 | 81.40 | | 3-Year | 49 | 108 | 45.37 | | 5-Year | 52 | 101 | 51.49 |
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