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| Morningstar Return Rating: | Low | | Year to Date Return: | 35.74% | | 5-Year Average Return: | -3.36% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 13.90% | |
Worst 1-Yr Total Return (2008): | -46.42% | |
Best 3-Yr Total Return (2005-7): | 3.75% | |
Worst 3-Yr Total Return (2006-8): | -18.73% |
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| 1-Year: | 1.82% | | 3-Year: | -12.22% | | 5-Year: | -2.20% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWCCX | Category | Diff | Index* | Diff | | Year To Date | 35.74 | 21.73 | 14.01 | 24.07 | 11.67 | | 1-Month | 5.34 | 5.16 | 0.18 | 6.00 | -0.66 | | 3-Month | 5.08 | 6.45 | -1.37 | 7.91 | -2.83 | | 1-Year | 38.83 | 24.67 | 14.16 | 25.39 | 13.44 | | 3-Year | -13.28 | -7.33 | -5.95 | -5.79 | -7.49 | | 5-Year | -3.36 | 0.27 | -3.63 | 0.71 | -4.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.82 | 47.53 | 26.29 | 45.76 | 28.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.79 | -16.99 | 2.2 | -18.25 | 3.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.42 | -37.09 | -9.33 | | 2007 | | | -12.04 | 1.42 | -13.46 | | 2006 | | | 13.90 | 18.15 | -4.25 | | 2005 | | | 11.46 | 5.95 | 5.51 | | 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
HWCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.15 | 24.35 | 20.18 | N/A | | 2008 | -11.69 | -9.08 | -13.82 | -22.57 | | 2007 | 0.77 | 4.31 | -7.79 | -9.24 | | 2006 | 2.04 | -2.84 | 6.32 | 8.06 | | 2005 | 0.96 | 5.00 | 3.04 | 2.05 | | 2004 | N/A | N/A | N/A | 12.60 | | 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 | 90 | 1293 | 6.96 | | 1-Month | 1097 | 1338 | 81.99 | | 3-Month | 1089 | 1329 | 81.94 | | 6-Month | 66 | 1320 | 5.00 | | 1-Year | 79 | 1280 | 6.17 | | 3-Year | 905 | 1088 | 83.18 | | 5-Year | 749 | 917 | 81.68 |
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