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| Morningstar Return Rating: | Low | | Year to Date Return: | 32.77% | | 5-Year Average Return: | -5.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.79% | |
Worst 1-Yr Total Return (2008): | -47.26% | |
Best 3-Yr Total Return (2004-6): | 12.76% | |
Worst 3-Yr Total Return (2006-8): | -19.24% |
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| 1-Year: | -2.23% | | 3-Year: | -12.94% | | 5-Year: | -4.05% | | 10-Year: | 2.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWLCX | Category | Diff | Index* | Diff | | Year To Date | 32.77 | 21.73 | 11.04 | 24.07 | 8.7 | | 1-Month | 4.84 | 5.16 | -0.32 | 6.00 | -1.16 | | 3-Month | 3.86 | 6.45 | -2.59 | 7.91 | -4.05 | | 1-Year | 37.19 | 24.67 | 12.52 | 25.39 | 11.8 | | 3-Year | -14.19 | -7.33 | -6.86 | -5.79 | -8.4 | | 5-Year | -5.35 | 0.27 | -5.62 | 0.71 | -6.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.46 | 47.53 | 25.93 | 45.76 | 27.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.93 | -16.99 | 1.06 | -18.25 | 2.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.26 | -37.09 | -10.17 | | 2007 | | | -11.36 | 1.42 | -12.78 | | 2006 | | | 12.68 | 18.15 | -5.47 | | 2005 | | | 5.35 | 5.95 | -0.60 | | 2004 | | | 20.79 | 12.97 | 7.82 | | 2003 | | | 41.30 | 28.44 | 12.86 | | 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
HWLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.21 | 24.92 | 20.64 | N/A | | 2008 | -11.37 | -10.07 | -12.33 | -24.52 | | 2007 | 1.16 | 3.61 | -7.54 | -8.53 | | 2006 | 3.86 | -4.13 | 4.87 | 7.91 | | 2005 | -1.47 | 4.29 | 1.92 | 0.59 | | 2004 | 4.34 | 1.85 | 1.46 | 12.03 | | 2003 | -6.62 | 21.98 | 7.65 | 15.24 | | 2002 | N/A | -5.74 | -17.07 | 10.13 | | 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 | 129 | 1293 | 9.98 | | 1-Month | 1230 | 1338 | 91.93 | | 3-Month | 1235 | 1329 | 92.93 | | 6-Month | 105 | 1320 | 7.95 | | 1-Year | 112 | 1280 | 8.75 | | 3-Year | 916 | 1088 | 84.19 | | 5-Year | 769 | 917 | 83.86 |
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0.20% Nasdaq 
Performance
