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| Morningstar Return Rating: | Below average | | Year to Date Return: | 43.92% | | 5-Year Average Return: | -1.08% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.11% | |
Worst 1-Yr Total Return (2008): | -43.35% | |
Best 3-Yr Total Return (2004-6): | 16.30% | |
Worst 3-Yr Total Return (2006-8): | -18.63% |
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| 1-Year: | 14.45% | | 3-Year: | -8.51% | | 5-Year: | 0.32% | | 10-Year: | 10.14% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWMCX | Category | Diff | Index* | Diff | | Year To Date | 43.92 | 23.00 | 20.92 | 17.05 | 26.87 | | 1-Month | -5.58 | -3.83 | -1.75 | -1.86 | -3.72 | | 3-Month | 8.04 | 6.04 | 2 | 5.48 | 2.56 | | 1-Year | 34.91 | 17.86 | 17.05 | 9.80 | 25.11 | | 3-Year | -11.15 | -6.76 | -4.39 | -7.02 | -4.13 | | 5-Year | -1.08 | 1.68 | -2.76 | 0.33 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 93.95 | 55.15 | 38.8 | 45.76 | 48.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.92 | -15.15 | 7.23 | -18.25 | 10.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.35 | -36.77 | -6.58 | | 2007 | | | -17.73 | 0.83 | -18.56 | | 2006 | | | 15.58 | 15.87 | -0.29 | | 2005 | | | 9.65 | 8.82 | 0.83 | | 2004 | | | 24.11 | 17.85 | 6.26 | | 2003 | | | 54.02 | 33.85 | 20.17 | | 2002 | | | -10.29 | -13.25 | 2.96 | | 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
HWMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.96 | 29.13 | 28.25 | N/A | | 2008 | -10.64 | -5.20 | -11.71 | -24.26 | | 2007 | 2.24 | 4.36 | -13.61 | -10.75 | | 2006 | 7.18 | -4.82 | 5.10 | 7.80 | | 2005 | -1.05 | 5.20 | 3.61 | 1.67 | | 2004 | 6.41 | 1.83 | 1.50 | 12.84 | | 2003 | -3.70 | 23.61 | 9.21 | 18.48 | | 2002 | 6.73 | -5.06 | -20.75 | 11.72 | | 2001 | N/A | 9.63 | -12.65 | 17.35 | | 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 | 21 | 424 | 4.95 | | 1-Month | 404 | 445 | 90.79 | | 3-Month | 330 | 440 | 75.00 | | 6-Month | 12 | 433 | 2.77 | | 1-Year | 11 | 419 | 2.63 | | 3-Year | 274 | 339 | 80.83 | | 5-Year | 194 | 249 | 77.91 |
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0.22% Nasdaq 
Performance
