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| Morningstar Return Rating: | | | Year to Date Return: | 24.79% | | 5-Year Average Return: | 0.72% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HVCBX | Category | Diff | Index* | Diff | | Year To Date | 24.79 | 25.10 | -0.31 | 24.07 | 0.72 | | 1-Month | 6.48 | 5.28 | 1.2 | 6.00 | 0.48 | | 3-Month | 8.05 | 7.01 | 1.04 | 7.91 | 0.14 | | 1-Year | 28.05 | 28.01 | 0.04 | 25.39 | 2.66 | | 3-Year | -6.59 | -5.87 | -0.72 | -5.79 | -0.8 | | 5-Year | 0.72 | 0.64 | 0.08 | 0.71 | 0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.94 | 46.08 | 0.86 | 45.76 | 1.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.25 | -17.41 | 1.16 | -18.25 | 2 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HVCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -37.79 | N/A | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HVCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.12 | 16.84 | 15.37 | N/A | | 2008 | N/A | N/A | -4.95 | -21.34 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 808 | 2021 | 39.98 | | 1-Month | 105 | 2113 | 4.97 | | 3-Month | 146 | 2091 | 6.98 | | 6-Month | 144 | 2064 | 6.98 | | 1-Year | 766 | 2011 | 38.09 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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0.26% Nasdaq 
Performance
