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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.78% | | 5-Year Average Return: | -0.97% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 55.11% | |
Worst 1-Yr Total Return (2008): | -43.35% | |
Best 3-Yr Total Return (2005-7): | 1.40% | |
Worst 3-Yr Total Return (2006-8): | -18.63% |
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| 1-Year: | 54.11% | | 3-Year: | -10.25% | | 5-Year: | -1.73% | | 10-Year: | 9.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWMCX | Category | Diff | Index* | Diff | | Year To Date | 1.78 | -2.66 | 4.44 | -3.60 | 5.38 | | 1-Month | 1.78 | -2.66 | 4.44 | -3.60 | 5.38 | | 3-Month | 9.70 | 6.60 | 3.1 | 4.16 | 5.54 | | 1-Year | 80.50 | 43.98 | 36.52 | 33.14 | 47.36 | | 3-Year | -10.65 | -6.98 | -3.67 | -7.24 | -3.41 | | 5-Year | -0.97 | 1.33 | -2.3 | 0.18 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 93.95 | 57.47 | 36.48 | 45.76 | 48.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.92 | -16.40 | 8.48 | -18.25 | 10.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWMCX | Category | Diff | | 2009 | | | 55.11 | 35.41 | 19.70 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
HWMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.96 | 29.13 | 28.25 | 1.76 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 4 | 442 | 0.90 | | 1-Month | 4 | 442 | 0.90 | | 3-Month | 17 | 442 | 3.85 | | 6-Month | 26 | 435 | 5.98 | | 1-Year | 20 | 418 | 4.78 | | 3-Year | 278 | 357 | 77.87 | | 5-Year | 186 | 253 | 73.52 |
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1.52% Nasdaq 0.00%
Performance
