Find A Portfolio/Ticker
Comparison Box
HHRCX: Hancock Horizon Growth C (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 | 2.08% |
Sign up to get fund ranking change alerts |
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 | 0.1 | 7.7 | 5.6 | 4.8 | 3.5 | 1.1 | 0.9 | 12.9 | 30.3 | 15.9 | -1.6 | 17.2 | 21.6 | -43.0 | 9.6 | 3.3 | 13.0 | 14.7 | 34.2 | -19.4 | -7.1 |
Sharpe Ratio | NA | 0.61 | 0.35 | 0.78 | 0.16 | NA | 0.2 | 2.26 | 0.06 | 0.05 | 0.93 | 2.51 | 1.15 | -0.06 | 0.87 | 0.95 | -1.14 | 0.4 | 0.0 | 0.79 | 0.97 | 2.01 | -0.84 | -0.63 |
Draw Down(%) | NA | 7.9 | 19.6 | 19.6 | 56.1 | NA | 56.1 | 0.9 | 14.2 | 13.0 | 10.5 | 6.8 | 10.4 | 23.5 | 16.3 | 22.2 | 52.9 | 10.8 | 15.7 | 8.8 | 13.5 | 9.7 | 26.0 | 31.4 |
Standard Deviation(%) | NA | 9.7 | 13.8 | 13.6 | 20.7 | NA | 19.5 | 3.7 | 14.5 | 15.8 | 13.9 | 12.0 | 14.0 | 26.0 | 19.7 | 22.8 | 38.5 | 16.7 | 15.4 | 13.6 | 14.1 | 16.6 | 24.4 | 20.4 |
Treynor Ratio | NA | 0.08 | 0.05 | 0.12 | 0.03 | NA | 0.04 | 0.5 | 0.01 | 0.01 | 0.13 | 0.32 | 0.17 | -0.02 | 0.17 | 0.24 | -0.44 | 0.07 | 0.0 | 0.11 | 0.16 | 0.42 | -0.29 | -0.19 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.02 | NA | 0.0 | 0.01 | 0.01 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.03 | -0.03 | 0.0 | 0.01 | 0.01 | 0.03 | 0.04 | 0.03 | 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 | 1.0 | 0.89 | 1.0 | 0.97 | 1.11 | 0.99 | 0.88 | 0.8 | 0.7 | 0.69 |
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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (98%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)