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| Morningstar Return Rating: | Above average | | Year to Date Return: | 51.21% | | 5-Year Average Return: | -0.95% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 25.36% | |
Worst 1-Yr Total Return (2008): | -43.05% | |
Best 3-Yr Total Return (2004-6): | 17.41% | |
Worst 3-Yr Total Return (2006-8): | -18.00% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWMIX | Category | Diff | Index* | Diff | | Year To Date | 51.21 | 29.38 | 21.83 | 24.07 | 27.14 | | 1-Month | 4.37 | 4.60 | -0.23 | 6.00 | -1.63 | | 3-Month | 2.53 | 5.74 | -3.21 | 7.91 | -5.38 | | 1-Year | 58.12 | 35.63 | 22.49 | 25.39 | 32.73 | | 3-Year | -10.21 | -6.63 | -3.58 | -5.79 | -4.42 | | 5-Year | -0.95 | 1.13 | -2.08 | 0.71 | -1.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 94.93 | 57.66 | 37.27 | 45.76 | 49.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.56 | -16.45 | 8.89 | -18.25 | 10.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.05 | -36.77 | -6.28 | | 2007 | | | -16.96 | 0.83 | -17.79 | | 2006 | | | 16.58 | 15.87 | 0.71 | | 2005 | | | 10.75 | 8.82 | 1.93 | | 2004 | | | 25.36 | 17.85 | 7.51 | | 2003 | | | 55.54 | 33.85 | 21.69 | | 2002 | | | -9.44 | -13.25 | 3.81 | | 2001 | | | 15.45 | 6.67 | 8.78 | | 2000 | | | 44.34 | 18.45 | 25.89 | | 1999 | | | 16.84 | 8.50 | 8.34 |
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| PAST QUARTERLY RETURNS (%) FOR
HWMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.80 | 29.32 | 28.63 | N/A | | 2008 | -10.40 | -5.01 | -11.47 | -24.42 | | 2007 | 2.45 | 4.61 | -13.38 | -10.54 | | 2006 | 7.45 | -4.59 | 5.36 | 7.93 | | 2005 | -0.81 | 5.47 | 3.85 | 1.94 | | 2004 | 6.71 | 2.08 | 1.75 | 13.11 | | 2003 | -3.53 | 23.96 | 9.52 | 18.75 | | 2002 | 7.00 | -4.92 | -20.58 | 12.08 | | 2001 | 1.96 | 9.94 | -12.43 | 17.60 | | 2000 | 6.06 | 8.70 | 10.35 | 13.46 | | 1999 | N/A | N/A | N/A | 4.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 420 | 2.86 | | 1-Month | 243 | 443 | 54.85 | | 3-Month | 398 | 438 | 90.87 | | 6-Month | 25 | 431 | 5.80 | | 1-Year | 7 | 416 | 1.68 | | 3-Year | 270 | 338 | 79.88 | | 5-Year | 169 | 248 | 68.15 |
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0.83% Nasdaq 
Performance
