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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.58% | | 5-Year Average Return: | 1.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 25.31% | |
Worst 1-Yr Total Return (2008): | -39.76% | |
Best 3-Yr Total Return (2004-6): | 16.69% | |
Worst 3-Yr Total Return (2006-8): | -10.26% |
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| 1-Year: | -8.39% | | 3-Year: | -3.41% | | 5-Year: | 3.62% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSUBX | Category | Diff | Index* | Diff | | Year To Date | 28.58 | 22.72 | 5.86 | 24.07 | 4.51 | | 1-Month | 3.05 | 3.14 | -0.09 | 6.00 | -2.95 | | 3-Month | 4.57 | 3.09 | 1.48 | 7.91 | -3.34 | | 1-Year | 34.24 | 29.36 | 4.88 | 25.39 | 8.85 | | 3-Year | -5.41 | -8.14 | 2.73 | -5.79 | 0.38 | | 5-Year | 1.73 | -0.30 | 2.03 | 0.71 | 1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.34 | 57.49 | 0.85 | 45.76 | 12.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.73 | -19.40 | -0.33 | -18.25 | -1.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSUBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.76 | -36.56 | -3.20 | | 2007 | | | 9.12 | -1.10 | 10.22 | | 2006 | | | 9.93 | 15.03 | -5.10 | | 2005 | | | 15.34 | 6.75 | 8.59 | | 2004 | | | 25.31 | 18.94 | 6.37 | | 2003 | | | 34.17 | 43.41 | -9.24 | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSUBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.49 | 22.27 | 19.55 | N/A | | 2008 | -10.63 | 2.38 | -10.50 | -26.43 | | 2007 | 6.01 | 6.15 | 1.53 | -4.50 | | 2006 | 7.73 | -3.02 | -2.07 | 7.44 | | 2005 | -0.89 | 6.07 | 11.36 | -1.47 | | 2004 | 8.33 | 2.26 | 1.65 | 11.27 | | 2003 | -6.76 | 18.82 | 6.46 | 13.76 | | 2002 | N/A | N/A | N/A | 2.00 | | 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 | 151 | 657 | 22.98 | | 1-Month | 645 | 679 | 94.99 | | 3-Month | 275 | 671 | 40.98 | | 6-Month | 285 | 663 | 42.99 | | 1-Year | 189 | 646 | 29.26 | | 3-Year | 132 | 573 | 23.04 | | 5-Year | 97 | 475 | 20.42 |
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0.83% Nasdaq 0.00%
Performance
