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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.36% | | 5-Year Average Return: | -2.32% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 14.72% | |
Worst 1-Yr Total Return (2008): | -46.02% | |
Best 3-Yr Total Return (2005-7): | 4.50% | |
Worst 3-Yr Total Return (2006-8): | -18.14% |
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| 1-Year: | -2.13% | | 3-Year: | -13.21% | | 5-Year: | -2.56% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWCAX | Category | Diff | Index* | Diff | | Year To Date | 29.36 | 15.79 | 13.57 | 17.05 | 12.31 | | 1-Month | -2.94 | -2.21 | -0.73 | -1.86 | -1.08 | | 3-Month | 7.74 | 5.62 | 2.12 | 5.48 | 2.26 | | 1-Year | 19.84 | 9.52 | 10.32 | 9.80 | 10.04 | | 3-Year | -13.42 | -8.36 | -5.06 | -7.02 | -6.4 | | 5-Year | -2.32 | 0.18 | -2.5 | 0.33 | -2.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.57 | 46.84 | 27.73 | 45.76 | 28.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.43 | -16.40 | 1.97 | -18.25 | 3.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.02 | -37.09 | -8.93 | | 2007 | | | -11.40 | 1.42 | -12.82 | | 2006 | | | 14.72 | 18.15 | -3.43 | | 2005 | | | 12.28 | 5.95 | 6.33 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HWCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.09 | 24.59 | 20.32 | N/A | | 2008 | -11.47 | -8.95 | -13.60 | -22.50 | | 2007 | 0.97 | 4.46 | -7.56 | -9.13 | | 2006 | 2.26 | -2.66 | 6.48 | 8.24 | | 2005 | 1.22 | 5.15 | 3.18 | 2.25 | | 2004 | N/A | N/A | N/A | 12.91 | | 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 | 66 | 1335 | 4.94 | | 1-Month | 882 | 1379 | 63.96 | | 3-Month | 738 | 1368 | 53.95 | | 6-Month | 80 | 1346 | 5.94 | | 1-Year | 71 | 1318 | 5.39 | | 3-Year | 894 | 1124 | 79.54 | | 5-Year | 728 | 934 | 77.94 |
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0.50% Nasdaq 
Performance
