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| Morningstar Return Rating: | Low | | Year to Date Return: | 47.84% | | 5-Year Average Return: | -3.47% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 26.41% | |
Worst 1-Yr Total Return (2008): | -44.59% | |
Best 3-Yr Total Return (2004-6): | 12.43% | |
Worst 3-Yr Total Return (2006-8): | -23.06% |
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| 1-Year: | -1.48% | | 3-Year: | -8.87% | | 5-Year: | -2.12% | | 10-Year: | 9.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HWSCX | Category | Diff | Index* | Diff | | Year To Date | 47.84 | 19.19 | 28.65 | 17.05 | 30.79 | | 1-Month | -6.25 | -5.16 | -1.09 | -1.86 | -4.39 | | 3-Month | 10.96 | 4.11 | 6.85 | 5.48 | 5.48 | | 1-Year | 27.46 | 11.22 | 16.24 | 9.80 | 17.66 | | 3-Year | -11.77 | -7.72 | -4.05 | -7.02 | -4.75 | | 5-Year | -3.47 | 1.02 | -4.49 | 0.33 | -3.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 100.15 | 60.83 | 39.32 | 45.76 | 54.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.76 | -15.36 | 1.6 | -18.25 | 4.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HWSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.59 | -32.24 | -12.35 | | 2007 | | | -19.45 | -6.08 | -13.37 | | 2006 | | | 2.05 | 16.27 | -14.22 | | 2005 | | | 10.17 | 6.40 | 3.77 | | 2004 | | | 26.41 | 21.14 | 5.27 | | 2003 | | | 60.95 | 42.38 | 18.57 | | 2002 | | | N/A | -10.12 | N/A | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HWSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.12 | 37.51 | 33.54 | N/A | | 2008 | -3.75 | -1.41 | -7.46 | -36.91 | | 2007 | 3.14 | 5.69 | -18.63 | -9.18 | | 2006 | 7.28 | -8.76 | -3.03 | 7.52 | | 2005 | -0.29 | 3.92 | 4.72 | 1.53 | | 2004 | 10.97 | -0.22 | 0.55 | 13.55 | | 2003 | -2.65 | 24.02 | 11.66 | 19.39 | | 2002 | N/A | 0.13 | -18.25 | 9.09 | | 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 | 11 | 390 | 2.82 | | 1-Month | 251 | 406 | 61.82 | | 3-Month | 20 | 405 | 4.94 | | 6-Month | 11 | 396 | 2.78 | | 1-Year | 16 | 381 | 4.20 | | 3-Year | 209 | 317 | 65.93 | | 5-Year | 209 | 242 | 86.36 |
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1.23% Nasdaq 0.00%
Performance
