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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.53% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.25% | |
Worst 1-Yr Total Return (2008): | -24.28% | |
Best 3-Yr Total Return (2004-6): | 5.28% | |
Worst 3-Yr Total Return (2006-8): | -7.29% |
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| 1-Year: | -9.35% | | 3-Year: | -4.84% | | 5-Year: | -0.05% | | 10-Year: | 6.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFHCX | Category | Diff | Index* | Diff | | Year To Date | 3.53 | 10.05 | -6.52 | 17.05 | -13.52 | | 1-Month | -2.67 | -4.79 | 2.12 | -1.86 | -0.81 | | 3-Month | 0.00 | -0.29 | 0.29 | 5.48 | -5.48 | | 1-Year | 1.81 | 8.75 | -6.94 | 9.80 | -7.99 | | 3-Year | -5.53 | -2.62 | -2.91 | -7.02 | 1.49 | | 5-Year | -0.37 | 3.14 | -3.51 | 0.33 | -0.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.47 | 29.31 | -7.84 | 45.76 | -24.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.39 | -11.79 | -3.6 | -18.25 | 2.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.28 | -23.43 | -0.85 | | 2007 | | | 7.00 | 9.27 | -2.27 | | 2006 | | | -1.64 | 4.27 | -5.91 | | 2005 | | | 6.62 | 9.64 | -3.02 | | 2004 | | | 11.25 | 9.84 | 1.41 | | 2003 | | | 47.29 | 32.51 | 14.78 | | 2002 | | | -38.56 | -28.13 | -10.43 | | 2001 | | | -22.02 | -11.26 | -10.76 | | 2000 | | | 85.10 | 56.75 | 28.35 | | 1999 | | | 37.63 | 18.58 | 19.05 |
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| PAST QUARTERLY RETURNS (%) FOR
MFHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.90 | 7.09 | 7.85 | N/A | | 2008 | -10.85 | -0.98 | -0.36 | -13.92 | | 2007 | 1.71 | 3.65 | 2.06 | -0.56 | | 2006 | -1.30 | -6.63 | 6.74 | 0.00 | | 2005 | -5.46 | 5.54 | 4.26 | 2.49 | | 2004 | 9.26 | -0.05 | -7.70 | 10.37 | | 2003 | -3.30 | 27.52 | 10.23 | 8.36 | | 2002 | -12.75 | -20.13 | -15.13 | 3.88 | | 2001 | -31.33 | 25.32 | -25.43 | 21.51 | | 2000 | 47.09 | 18.85 | 20.85 | -12.38 | | 1999 | N/A | N/A | N/A | 43.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 138 | 165 | 83.64 | | 1-Month | 63 | 171 | 36.84 | | 3-Month | 107 | 170 | 62.94 | | 6-Month | 128 | 165 | 77.58 | | 1-Year | 117 | 165 | 70.91 | | 3-Year | 104 | 151 | 68.87 | | 5-Year | 115 | 143 | 80.42 |
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0.22% Nasdaq 
Performance
