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HHDTX: Hancock Horizon Diversified Intl Trust (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/02/2008 |
Last Dividend Date: | 09/22/2021 |
12-Mo. Yield | 0.20% |
Expenses | 1.34% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.1 | 10.4 | 7.5 | 5.7 | 5.9 | 0.0 | 4.0 | 8.4 | 20.4 | -16.0 | 28.3 | 5.2 | -9.4 | -5.8 | 12.0 | 17.3 | -11.7 | 15.4 | 54.2 | -21.4 |
Sharpe Ratio | NA | -0.01 | 0.45 | 0.37 | 0.32 | 0.26 | NA | 0.27 | 0.25 | 1.68 | -1.29 | 3.72 | 0.3 | -0.65 | -0.51 | 0.95 | 1.07 | -0.45 | 0.73 | 1.74 | -0.9 |
Draw Down(%) | NA | 10.6 | 40.0 | 42.3 | 42.3 | 42.3 | NA | 10.8 | 40.0 | 8.9 | 23.8 | 3.0 | 13.9 | 20.1 | 13.5 | 11.1 | 16.9 | 27.1 | 17.9 | 27.0 | 36.2 |
Standard Deviation(%) | NA | 15.3 | 21.9 | 18.4 | 16.5 | 21.2 | NA | 15.5 | 32.9 | 11.3 | 13.4 | 7.5 | 16.7 | 14.4 | 11.5 | 12.7 | 16.3 | 25.9 | 21.0 | 31.1 | 69.4 |
Treynor Ratio | NA | 0.0 | 0.1 | 0.07 | 0.06 | 0.06 | NA | 0.06 | 0.08 | 0.19 | -0.19 | 0.35 | 0.06 | -0.11 | -0.07 | 0.14 | 0.19 | -0.13 | 0.16 | 0.52 | -0.66 |
Alpha | NA | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.03 | 0.01 | -0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.02 | 0.06 | -0.11 |
Beta | NA | 0.78 | 0.99 | 0.98 | 0.93 | 0.95 | NA | 0.76 | 1.03 | 0.98 | 0.93 | 0.79 | 0.87 | 0.86 | 0.87 | 0.87 | 0.92 | 0.92 | 0.94 | 1.03 | 0.95 |
RSquared | NA | 0.42 | 0.83 | 0.82 | 0.82 | 0.87 | NA | 0.4 | 0.92 | 0.84 | 0.85 | 0.62 | 0.82 | 0.86 | 0.72 | 0.77 | 0.87 | 0.94 | 0.91 | 0.91 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2008
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