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| Morningstar Return Rating: | | | Year to Date Return: | 35.82% | | 5-Year Average Return: | 2.21% | | 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 | HVRBX | Category | Diff | Index* | Diff | | Year To Date | 35.82 | 31.20 | 4.62 | 24.07 | 11.75 | | 1-Month | 6.27 | 5.67 | 0.6 | 6.00 | 0.27 | | 3-Month | 8.92 | 8.18 | 0.74 | 7.91 | 1.01 | | 1-Year | 39.34 | 34.04 | 5.3 | 25.39 | 13.95 | | 3-Year | -5.48 | -3.89 | -1.59 | -5.79 | 0.31 | | 5-Year | 2.21 | 1.25 | 0.96 | 0.71 | 1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.81 | 43.84 | 8.97 | 45.76 | 7.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.19 | -18.03 | -2.16 | -18.25 | -1.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HVRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -40.67 | N/A | | 2007 | | | N/A | 13.35 | N/A | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HVRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.75 | 18.40 | 17.87 | N/A | | 2008 | N/A | N/A | -17.95 | -26.12 | | 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 | 454 | 1818 | 24.97 | | 1-Month | 1315 | 1906 | 68.99 | | 3-Month | 1485 | 1904 | 77.99 | | 6-Month | 914 | 1866 | 48.98 | | 1-Year | 465 | 1815 | 25.62 | | 3-Year | | 1537 | N/A | | 5-Year | | 1273 | N/A |
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0.13% Nasdaq 
0.12%
Performance
