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| Morningstar Return Rating: | Below average | | Year to Date Return: | 53.44% | | 5-Year Average Return: | 0.93% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.39% | |
Worst 1-Yr Total Return (2008): | -42.24% | |
Best 3-Yr Total Return (2004-6): | 10.24% | |
Worst 3-Yr Total Return (2006-8): | -17.91% |
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| 1-Year: | 14.94% | | 3-Year: | -6.09% | | 5-Year: | 0.50% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWAAX | Category | Diff | Index* | Diff | | Year To Date | 53.44 | 23.00 | 30.44 | 17.05 | 36.39 | | 1-Month | -2.95 | -3.83 | 0.88 | -1.86 | -1.09 | | 3-Month | 14.57 | 6.04 | 8.53 | 5.48 | 9.09 | | 1-Year | 40.10 | 17.86 | 22.24 | 9.80 | 30.3 | | 3-Year | -6.11 | -6.76 | 0.65 | -7.02 | 0.91 | | 5-Year | 0.93 | 1.68 | -0.75 | 0.33 | 0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 101.13 | 55.15 | 45.98 | 45.76 | 55.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.98 | -15.15 | 18.13 | -18.25 | 21.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.24 | -36.77 | -5.47 | | 2007 | | | -11.52 | 0.83 | -12.35 | | 2006 | | | 8.26 | 15.87 | -7.61 | | 2005 | | | 6.33 | 8.82 | -2.49 | | 2004 | | | 16.39 | 17.85 | -1.46 | | 2003 | | | 69.59 | 33.85 | 35.74 | | 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
HWAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.98 | 31.23 | 29.52 | N/A | | 2008 | -9.03 | -4.26 | -13.58 | -23.27 | | 2007 | 4.12 | 3.96 | -12.95 | -6.10 | | 2006 | 6.86 | -9.05 | 2.94 | 8.21 | | 2005 | -1.48 | 5.43 | 1.76 | 0.60 | | 2004 | 4.96 | -3.88 | -0.82 | 16.33 | | 2003 | -1.80 | 28.51 | 14.74 | 17.12 | | 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 | 4 | 424 | 0.94 | | 1-Month | 369 | 445 | 82.92 | | 3-Month | 13 | 440 | 2.95 | | 6-Month | 4 | 433 | 0.92 | | 1-Year | 15 | 419 | 3.58 | | 3-Year | 126 | 339 | 37.17 | | 5-Year | 156 | 249 | 62.65 |
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0.96% Nasdaq 
Performance
