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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.31% | | 5-Year Average Return: | -2.18% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 28.62% | |
Worst 1-Yr Total Return (2008): | -29.52% | |
Best 3-Yr Total Return (2004-6): | 15.62% | |
Worst 3-Yr Total Return (2006-8): | -10.86% |
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| 1-Year: | -20.22% | | 3-Year: | -10.73% | | 5-Year: | -1.73% | | 10-Year: | 7.14% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HSVZX | Category | Diff | Index* | Diff | | Year To Date | 3.31 | 19.19 | -15.88 | 17.05 | -13.74 | | 1-Month | -6.88 | -5.16 | -1.72 | -1.86 | -5.02 | | 3-Month | 0.09 | 4.11 | -4.02 | 5.48 | -5.39 | | 1-Year | -2.31 | 11.22 | -13.53 | 9.80 | -12.11 | | 3-Year | -12.17 | -7.72 | -4.45 | -7.02 | -5.15 | | 5-Year | -2.18 | 1.02 | -3.2 | 0.33 | -2.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.06 | 60.83 | -15.77 | 45.76 | -0.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.71 | -15.36 | -8.35 | -18.25 | -5.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HSVZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.52 | -32.24 | 2.72 | | 2007 | | | -9.17 | -6.08 | -3.09 | | 2006 | | | 10.62 | 16.27 | -5.65 | | 2005 | | | 8.63 | 6.40 | 2.23 | | 2004 | | | 28.62 | 21.14 | 7.48 | | 2003 | | | 42.68 | 42.38 | 0.30 | | 2002 | | | -12.97 | -10.12 | -2.85 | | 2001 | | | 5.31 | 15.92 | -10.61 | | 2000 | | | 34.15 | 18.64 | 15.51 | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HSVZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.84 | 14.82 | 17.60 | N/A | | 2008 | -6.84 | 0.49 | -1.32 | -23.70 | | 2007 | 1.11 | 4.23 | -10.09 | -4.15 | | 2006 | 9.32 | -5.35 | 0.60 | 6.28 | | 2005 | 0.32 | 1.44 | 6.41 | 0.32 | | 2004 | 7.21 | 2.30 | 2.91 | 13.95 | | 2003 | -3.00 | 20.10 | 5.01 | 16.63 | | 2002 | 7.83 | -3.01 | -20.20 | 4.28 | | 2001 | -0.46 | 12.95 | -15.13 | 10.36 | | 2000 | 0.89 | 5.09 | 15.77 | 9.29 | | 1999 | N/A | N/A | N/A | 9.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 370 | 390 | 94.87 | | 1-Month | 345 | 406 | 84.98 | | 3-Month | 364 | 405 | 89.88 | | 6-Month | 372 | 396 | 93.94 | | 1-Year | 304 | 381 | 79.79 | | 3-Year | 224 | 317 | 70.66 | | 5-Year | 188 | 242 | 77.69 |
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0.08% Nasdaq 
Performance
