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| Morningstar Return Rating: | Below average | | Year to Date Return: | 50.52% | | 5-Year Average Return: | -1.44% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 25.45% | |
Worst 1-Yr Total Return (2008): | -43.33% | |
Best 3-Yr Total Return (2004-6): | 17.05% | |
Worst 3-Yr Total Return (2006-8): | -18.40% |
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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 | HWMRX | Category | Diff | Index* | Diff | | Year To Date | 50.52 | 29.38 | 21.14 | 24.07 | 26.45 | | 1-Month | 4.29 | 4.60 | -0.31 | 6.00 | -1.71 | | 3-Month | 2.40 | 5.74 | -3.34 | 7.91 | -5.51 | | 1-Year | 57.38 | 35.63 | 21.75 | 25.39 | 31.99 | | 3-Year | -10.66 | -6.63 | -4.03 | -5.79 | -4.87 | | 5-Year | -1.44 | 1.13 | -2.57 | 0.71 | -2.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 94.41 | 57.66 | 36.75 | 45.76 | 48.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.04 | -16.45 | 8.41 | -18.25 | 10.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.33 | -36.77 | -6.56 | | 2007 | | | -17.37 | 0.83 | -18.20 | | 2006 | | | 16.02 | 15.87 | 0.15 | | 2005 | | | 10.18 | 8.82 | 1.36 | | 2004 | | | 25.45 | 17.85 | 7.60 | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 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
HWMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.92 | 29.16 | 28.44 | N/A | | 2008 | -10.54 | -5.05 | -11.61 | -24.52 | | 2007 | 2.30 | 4.51 | -13.50 | -10.66 | | 2006 | 7.36 | -4.72 | 5.20 | 7.82 | | 2005 | -0.91 | 5.32 | 3.73 | 1.78 | | 2004 | 7.14 | 1.98 | 1.61 | 12.99 | | 2003 | N/A | N/A | N/A | 19.58 | | 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 | 16 | 420 | 3.81 | | 1-Month | 270 | 443 | 60.95 | | 3-Month | 407 | 438 | 92.92 | | 6-Month | 30 | 431 | 6.96 | | 1-Year | 9 | 416 | 2.16 | | 3-Year | 277 | 338 | 81.95 | | 5-Year | 182 | 248 | 73.39 |
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0.83% Nasdaq 0.00%
Performance
