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HHRTX: HANCOCK HORIZON GROWTH FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/14/2001 |
Last Dividend Date: | 01/24/2017 |
12-Mo. Yield | 0.00% |
Expenses | 1.08% |
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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 03/14/2001 |
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 | -12.3 | 1.3 | 2.0 | 2.0 | 3.5 | 2.0 | -7.4 | 14.1 | 31.6 | 17.1 | -0.7 | 18.4 | 23.0 | -42.5 | 10.6 | 4.5 | 14.1 | 15.8 | 35.6 | -18.5 | 1.5 |
Sharpe Ratio | NA | 0.68 | 0.42 | 0.86 | 0.21 | NA | 0.28 | 2.3 | 0.12 | -0.41 | 1.01 | 2.61 | 1.25 | -0.03 | 0.93 | 1.01 | -1.12 | 0.45 | 0.08 | 0.88 | 1.04 | 2.09 | -0.8 | -0.01 |
Draw Down(%) | NA | 7.6 | 19.1 | 19.1 | 55.4 | NA | 55.4 | 0.9 | 14.1 | 14.4 | 10.3 | 6.7 | 10.2 | 23.3 | 16.2 | 22.0 | 52.4 | 10.8 | 15.5 | 8.7 | 13.1 | 9.7 | 25.8 | 31.2 |
Standard Deviation(%) | NA | 9.7 | 13.8 | 13.7 | 20.8 | NA | 19.7 | 3.7 | 14.4 | 18.1 | 13.9 | 12.1 | 13.8 | 26.1 | 19.8 | 22.7 | 38.6 | 16.8 | 15.3 | 13.6 | 14.2 | 16.7 | 24.4 | 22.8 |
Treynor Ratio | NA | 0.09 | 0.06 | 0.13 | 0.04 | NA | 0.06 | 0.51 | 0.02 | -0.1 | 0.15 | 0.34 | 0.19 | -0.01 | 0.18 | 0.26 | -0.43 | 0.08 | 0.01 | 0.12 | 0.17 | 0.44 | -0.28 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | NA | 0.01 | 0.01 | 0.02 | -0.03 | 0.01 | 0.0 | 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 | 0.88 | 0.17 | 0.92 | 0.73 | 0.97 | 0.94 | 0.9 | 0.95 | 1.01 | 0.88 | 1.01 | 0.97 | 1.11 | 0.99 | 0.89 | 0.8 | 0.7 | 0.64 |
RSquared | NA | 0.7 | 0.88 | 0.89 | 0.93 | NA | 0.88 | 0.12 | 0.9 | 0.55 | 0.89 | 0.88 | 0.91 | 0.94 | 0.95 | 0.92 | 0.95 | 0.9 | 0.88 | 0.74 | 0.82 | 0.85 | 0.83 | 0.78 |
Yield(%) | N/A | 10.0 | 10.3 | 12.2 | 5.6 | 6.8 | N/A | 4.3 | 5.8 | 9.3 | 13.8 | 21.3 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 2.2 | 12.4 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -1.1 | 57.0 | 2615.4 | N/A | N/A | N/A | -25.5 | -43.3 | -32.0 | -31.8 | 4377.8 | N/A | N/A | N/A | N/A | -100.0 | -83.8 | 1317.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2001
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