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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.58% | | 5-Year Average Return: | 3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 22.17% | |
Worst 1-Yr Total Return (2008): | -51.00% | |
Best 3-Yr Total Return (2004-6): | 18.37% | |
Worst 3-Yr Total Return (2006-8): | -13.67% |
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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 | THCRX | Category | Diff | Index* | Diff | | Year To Date | 32.58 | 25.80 | 6.78 | 17.05 | 15.53 | | 1-Month | -4.99 | -4.37 | -0.62 | -1.86 | -3.13 | | 3-Month | 1.89 | 4.09 | -2.2 | 5.48 | -3.59 | | 1-Year | 25.27 | 16.23 | 9.04 | 9.80 | 15.47 | | 3-Year | -8.96 | -5.36 | -3.6 | -7.02 | -1.94 | | 5-Year | 3.23 | 1.68 | 1.55 | 0.33 | 2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.77 | 47.87 | 6.9 | 45.76 | 9.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.49 | -19.87 | 5.38 | -18.25 | 3.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | THCRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.00 | -43.77 | -7.23 | | 2007 | | | 11.29 | 15.09 | -3.80 | | 2006 | | | 17.98 | 9.00 | 8.98 | | 2005 | | | 22.17 | 9.84 | 12.33 | | 2004 | | | 15.05 | 13.23 | 1.82 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
THCRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.33 | 24.09 | 13.97 | N/A | | 2008 | -18.22 | -3.25 | -15.16 | -27.00 | | 2007 | 4.63 | 5.66 | 4.80 | -3.94 | | 2006 | 8.87 | -5.00 | 4.65 | 9.01 | | 2005 | -3.03 | 7.14 | 8.65 | 8.23 | | 2004 | 1.18 | -2.52 | 0.63 | 15.91 | | 2003 | N/A | N/A | N/A | 8.61 | | 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 | 245 | 848 | 28.89 | | 1-Month | 783 | 901 | 86.90 | | 3-Month | 853 | 898 | 94.99 | | 6-Month | 555 | 868 | 63.94 | | 1-Year | 211 | 847 | 24.91 | | 3-Year | 549 | 749 | 73.30 | | 5-Year | 183 | 636 | 28.77 |
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