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| Morningstar Return Rating: | Below average | | Year to Date Return: | -14.39% | | 5-Year Average Return: | -8.89% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.02% | |
Worst 1-Yr Total Return (2008): | -21.94% | |
Best 3-Yr Total Return (2004-6): | 10.30% | |
Worst 3-Yr Total Return (2006-8): | -12.44% |
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| 1-Year: | -26.55% | | 3-Year: | -16.51% | | 5-Year: | -6.83% | | 10-Year: | 5.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSSCX | Category | Diff | Index* | Diff | | Year To Date | -14.39 | 20.35 | -34.74 | 17.05 | -31.44 | | 1-Month | -6.61 | -4.96 | -1.65 | -1.86 | -4.75 | | 3-Month | -5.62 | 5.78 | -11.4 | 5.48 | -11.1 | | 1-Year | -21.73 | 6.97 | -28.7 | 9.80 | -31.53 | | 3-Year | -18.82 | -15.39 | -3.43 | -7.02 | -11.8 | | 5-Year | -8.89 | -5.49 | -3.4 | 0.33 | -9.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.70 | 76.37 | -52.67 | 45.76 | -22.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.74 | -13.57 | -6.17 | -18.25 | -1.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.94 | -43.91 | 21.97 | | 2007 | | | -21.43 | -11.64 | -9.79 | | 2006 | | | 9.44 | 16.90 | -7.46 | | 2005 | | | 2.16 | 6.74 | -4.58 | | 2004 | | | 20.02 | 14.02 | 6.00 | | 2003 | | | 43.61 | 33.56 | 10.05 | | 2002 | | | 13.86 | -10.28 | 24.14 | | 2001 | | | 14.80 | -2.05 | 16.85 | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.90 | 5.42 | 8.56 | N/A | | 2008 | -10.05 | -12.43 | 22.46 | -19.06 | | 2007 | -2.81 | -2.01 | -6.71 | -11.57 | | 2006 | 6.36 | -2.57 | 2.02 | 3.51 | | 2005 | -6.40 | 3.97 | 3.46 | 1.45 | | 2004 | 5.60 | -1.60 | 3.41 | 11.69 | | 2003 | 2.11 | 12.69 | 9.08 | 14.41 | | 2002 | 8.45 | 10.14 | -7.84 | 3.44 | | 2001 | 0.30 | 14.68 | -4.23 | 4.21 | | 2000 | N/A | N/A | 11.99 | 8.69 | | 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 | 126 | 129 | 97.67 | | 1-Month | 129 | 129 | 100.00 | | 3-Month | 129 | 129 | 100.00 | | 6-Month | 129 | 129 | 100.00 | | 1-Year | 96 | 122 | 78.69 | | 3-Year | 60 | 107 | 56.07 | | 5-Year | 65 | 101 | 64.36 |
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