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HHRAX: Hancock Horizon Growth A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/04/2001 |
Last Dividend Date: | 01/24/2017 |
12-Mo. Yield | 0.00% |
Expenses | 1.33% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 8.2 | 6.4 | 5.6 | 3.6 | 1.8 | 1.7 | 13.8 | 31.3 | 16.8 | -0.9 | 18.0 | 22.7 | -42.6 | 10.4 | 4.1 | 13.9 | 15.5 | 35.2 | -18.8 | -6.6 |
Sharpe Ratio | NA | 0.66 | 0.4 | 0.84 | 0.19 | NA | 0.24 | 2.31 | 0.11 | 0.1 | 0.99 | 2.58 | 1.22 | -0.04 | 0.91 | 0.99 | -1.13 | 0.44 | 0.05 | 0.86 | 1.03 | 2.08 | -0.82 | -0.59 |
Draw Down(%) | NA | 7.7 | 19.2 | 19.2 | 55.5 | NA | 55.5 | 0.9 | 14.1 | 12.8 | 10.4 | 6.7 | 10.3 | 23.4 | 16.2 | 22.0 | 52.5 | 10.8 | 15.6 | 8.6 | 13.2 | 9.7 | 25.8 | 31.2 |
Standard Deviation(%) | NA | 9.8 | 13.8 | 13.7 | 20.9 | NA | 19.6 | 3.7 | 14.4 | 15.8 | 13.9 | 12.1 | 13.9 | 26.0 | 19.8 | 22.8 | 38.6 | 16.7 | 15.4 | 13.6 | 14.1 | 16.6 | 24.3 | 20.3 |
Treynor Ratio | NA | 0.08 | 0.06 | 0.12 | 0.04 | NA | 0.05 | 0.5 | 0.02 | 0.02 | 0.14 | 0.33 | 0.19 | -0.01 | 0.18 | 0.25 | -0.43 | 0.08 | 0.01 | 0.12 | 0.17 | 0.43 | -0.28 | -0.18 |
Alpha | NA | -0.03 | -0.03 | -0.02 | -0.03 | NA | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.03 | 0.0 | 0.01 | 0.01 | 0.03 | 0.05 | 0.04 | 0.03 |
Beta | NA | 0.77 | 0.92 | 0.93 | 0.96 | NA | 0.89 | 0.17 | 0.93 | 0.94 | 0.96 | 0.94 | 0.91 | 0.96 | 1.01 | 0.89 | 1.01 | 0.97 | 1.11 | 0.99 | 0.88 | 0.8 | 0.7 | 0.68 |
RSquared | NA | 0.7 | 0.88 | 0.89 | 0.93 | NA | 0.88 | 0.12 | 0.9 | 0.93 | 0.89 | 0.88 | 0.91 | 0.96 | 0.95 | 0.92 | 0.95 | 0.9 | 0.88 | 0.73 | 0.82 | 0.85 | 0.83 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2001
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