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HHBAX: HANCOCK HORIZON CORE BOND FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/30/2000 |
Last Dividend Date: | 01/24/2017 |
12-Mo. Yield | 1.67% |
Expenses | 1.04% |
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Performance Analytics (As of 08/13/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.5 | 1.3 | 3.3 | 3.0 | 0.3 | 2.5 | -0.9 | 2.6 | -1.6 | 4.5 | 6.4 | 4.6 | 6.9 | 4.3 | 6.2 | 3.9 | 0.9 | 1.5 | 2.6 | 4.7 | 0.7 | 5.6 |
Sharpe Ratio | NA | -0.1 | 0.28 | 0.49 | 1.02 | NA | 0.75 | 0.13 | 1.32 | -0.44 | 1.67 | -0.64 | 2.35 | 2.17 | 1.56 | 1.83 | 0.59 | 0.95 | 0.25 | -0.52 | 0.24 | 0.53 | 1.14 | -0.41 | 3.82 |
Draw Down(%) | NA | 2.4 | 2.4 | 4.5 | 6.2 | NA | 6.2 | 0.5 | 2.4 | 2.0 | 1.0 | 4.5 | 1.0 | 1.3 | 3.1 | 2.4 | 6.2 | 2.3 | 1.6 | 2.1 | 2.9 | 3.9 | 2.2 | 4.0 | 0.5 |
Standard Deviation(%) | NA | 1.6 | 1.8 | 2.0 | 3.1 | NA | 3.0 | 1.2 | 1.8 | 2.1 | 1.5 | 2.6 | 1.9 | 2.9 | 2.9 | 3.7 | 5.7 | 3.3 | 2.5 | 2.4 | 2.4 | 3.5 | 3.2 | 4.0 | 1.9 |
Treynor Ratio | NA | 0.0 | 0.01 | 0.02 | 0.06 | NA | 0.04 | 0.01 | 0.06 | -0.02 | 0.06 | -0.03 | 0.09 | 0.12 | 0.09 | 0.14 | 0.06 | 0.05 | 0.01 | -0.02 | 0.01 | 0.03 | 0.07 | -0.03 | 0.2 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.35 | 0.4 | 0.46 | 0.51 | NA | 0.52 | 0.17 | 0.39 | 0.46 | 0.41 | 0.62 | 0.5 | 0.52 | 0.5 | 0.48 | 0.56 | 0.66 | 0.61 | 0.55 | 0.47 | 0.62 | 0.5 | 0.48 | 0.36 |
RSquared | NA | 0.56 | 0.67 | 0.69 | 0.69 | NA | 0.7 | 0.21 | 0.66 | 0.83 | 0.65 | 0.77 | 0.66 | 0.75 | 0.8 | 0.8 | 0.6 | 0.84 | 0.77 | 0.74 | 0.84 | 0.84 | 0.7 | 0.56 | 0.61 |
Yield(%) | N/A | 1.7 | 2.0 | 2.0 | 3.0 | 3.1 | N/A | 0.2 | 2.2 | 2.1 | 2.2 | 1.8 | 2.3 | 3.4 | 3.4 | 4.3 | 4.3 | 4.0 | 3.8 | 3.3 | 3.5 | 3.7 | 1.8 | 0.5 | 3.4 |
Dividend Growth(%) | N/A | -22.0 | -12.8 | -44.5 | N/A | N/A | N/A | -90.9 | 1.7 | -4.7 | 22.7 | -21.8 | -30.8 | 0.9 | -18.8 | -0.7 | 11.5 | 3.8 | 13.3 | -6.9 | -7.3 | 109.9 | 248.1 | -84.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2001
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