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| Morningstar Return Rating: | Low | | Year to Date Return: | -2.07% | | 5-Year Average Return: | -3.39% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 37.08% | |
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: | 29.89% | | 3-Year: | -14.68% | | 5-Year: | -4.36% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWCAX | Category | Diff | Index* | Diff | | Year To Date | -2.07 | -2.97 | 0.9 | -3.60 | 1.53 | | 1-Month | -2.07 | -2.97 | 0.9 | -3.60 | 1.53 | | 3-Month | 3.78 | 3.98 | -0.2 | 4.16 | -0.38 | | 1-Year | 53.82 | 32.89 | 20.93 | 33.14 | 20.68 | | 3-Year | -14.25 | -8.60 | -5.65 | -7.24 | -7.01 | | 5-Year | -3.39 | -0.19 | -3.2 | 0.18 | -3.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.57 | 47.48 | 27.09 | 45.76 | 28.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.43 | -17.06 | 2.63 | -18.25 | 3.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWCAX | Category | Diff | | 2009 | | | 37.08 | 24.13 | 12.95 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HWCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.09 | 24.59 | 20.32 | 2.85 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 119 | 1325 | 8.98 | | 1-Month | 159 | 1325 | 12.00 | | 3-Month | 538 | 1313 | 40.97 | | 6-Month | 168 | 1296 | 12.96 | | 1-Year | 30 | 1268 | 2.37 | | 3-Year | 910 | 1104 | 82.43 | | 5-Year | 725 | 914 | 79.32 |
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1.52% Nasdaq 0.00%
Performance
