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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.87% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.74% | |
Worst 1-Yr Total Return (2008): | -36.32% | |
Best 3-Yr Total Return (2006-8): | -12.70% | |
Worst 3-Yr Total Return (2006-8): | -12.70% |
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| 1-Year: | -9.05% | | 3-Year: | -8.12% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSVBX | Category | Diff | Index* | Diff | | Year To Date | 28.87 | 29.38 | -0.51 | 24.07 | 4.8 | | 1-Month | 5.97 | 4.60 | 1.37 | 6.00 | -0.03 | | 3-Month | 5.69 | 5.74 | -0.05 | 7.91 | -2.22 | | 1-Year | 36.13 | 35.63 | 0.5 | 25.39 | 10.74 | | 3-Year | -9.38 | -6.63 | -2.75 | -5.79 | -3.59 | | 5-Year | N/A | 1.13 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.99 | 57.66 | 4.33 | 45.76 | 16.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.48 | -16.45 | -1.03 | -18.25 | 0.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.32 | -36.77 | 0.45 | | 2007 | | | -10.50 | 0.83 | -11.33 | | 2006 | | | 16.74 | 15.87 | 0.87 | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.71 | 20.00 | 24.14 | N/A | | 2008 | -10.08 | 0.11 | -4.98 | -25.55 | | 2007 | 3.33 | 4.25 | -7.24 | -10.42 | | 2006 | 6.46 | -2.14 | 3.14 | 8.63 | | 2005 | N/A | N/A | 4.13 | 1.31 | | 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 | 189 | 420 | 45.00 | | 1-Month | 66 | 443 | 14.90 | | 3-Month | 315 | 438 | 71.92 | | 6-Month | 47 | 431 | 10.90 | | 1-Year | 169 | 416 | 40.63 | | 3-Year | 252 | 338 | 74.56 | | 5-Year | | 248 | N/A |
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0.31% Nasdaq 
0.05%
Performance
