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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.34% | | 5-Year Average Return: | -2.13% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.82% | |
Worst 1-Yr Total Return (2008): | -32.17% | |
Best 3-Yr Total Return (2004-6): | 12.37% | |
Worst 3-Yr Total Return (2006-8): | -12.81% |
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| 1-Year: | -5.38% | | 3-Year: | -6.95% | | 5-Year: | 0.28% | | 10-Year: | 5.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSVCX | Category | Diff | Index* | Diff | | Year To Date | 25.34 | 22.92 | 2.42 | 24.07 | 1.27 | | 1-Month | 1.98 | 2.83 | -0.85 | 6.00 | -4.02 | | 3-Month | 1.54 | 2.63 | -1.09 | 7.91 | -6.37 | | 1-Year | 32.41 | 29.66 | 2.75 | 25.39 | 7.02 | | 3-Year | -10.27 | -8.12 | -2.15 | -5.79 | -4.48 | | 5-Year | -2.13 | -0.18 | -1.95 | 0.71 | -2.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 84.13 | 63.44 | 20.69 | 45.76 | 38.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.89 | -16.13 | 1.24 | -18.25 | 3.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.17 | -32.24 | 0.07 | | 2007 | | | -15.27 | -6.08 | -9.19 | | 2006 | | | 15.34 | 16.27 | -0.93 | | 2005 | | | 4.42 | 6.40 | -1.98 | | 2004 | | | 17.82 | 21.14 | -3.32 | | 2003 | | | 44.39 | 42.38 | 2.01 | | 2002 | | | -2.20 | -10.12 | 7.92 | | 2001 | | | 0.78 | 15.92 | -15.14 | | 2000 | | | 1.21 | 18.64 | -17.43 | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -21.41 | 30.17 | 27.55 | N/A | | 2008 | -4.41 | -5.93 | 3.00 | -26.77 | | 2007 | 1.45 | 3.88 | -10.64 | -10.04 | | 2006 | 10.20 | -2.23 | -0.34 | 7.43 | | 2005 | -1.39 | 5.97 | 1.76 | -1.81 | | 2004 | 9.03 | -3.14 | -0.62 | 12.27 | | 2003 | -2.91 | 21.91 | 5.23 | 15.93 | | 2002 | 12.92 | 0.24 | -16.52 | 3.49 | | 2001 | -1.05 | 8.93 | -19.24 | 15.77 | | 2000 | 8.34 | -0.37 | -1.55 | -4.77 | | 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 | 104 | 361 | 28.81 | | 1-Month | 277 | 380 | 72.89 | | 3-Month | 260 | 377 | 68.97 | | 6-Month | 51 | 368 | 13.86 | | 1-Year | 95 | 358 | 26.54 | | 3-Year | 162 | 293 | 55.29 | | 5-Year | 153 | 233 | 65.67 |
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0.30% Nasdaq 
0.37%
Performance
