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HSCIX: Hancock Horizon US Small Cap Instl (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/02/2014 |
Last Dividend Date: | 12/28/2018 |
12-Mo. Yield | 0.06% |
Expenses | 1.10% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/02/2014 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 8.9 | -0.6 | 2.1 | 2.2 | 15.8 | -24.0 | 4.9 | 19.9 | 3.3 | -0.3 |
Sharpe Ratio | NA | 0.53 | -0.24 | 0.17 | 0.1 | 0.88 | -1.32 | 0.35 | 1.24 | 0.19 | -0.02 |
Draw Down(%) | NA | 13.5 | 31.6 | 31.6 | 31.6 | 13.5 | 31.6 | 9.2 | 11.4 | 12.7 | 16.1 |
Standard Deviation(%) | NA | 18.0 | 16.5 | 16.5 | 16.4 | 17.3 | 19.2 | 12.3 | 15.9 | 17.0 | 15.9 |
Treynor Ratio | NA | 0.09 | -0.04 | 0.03 | 0.02 | 0.14 | -0.23 | 0.04 | 0.23 | 0.03 | 0.0 |
Alpha | NA | -0.03 | -0.05 | -0.02 | -0.02 | -0.04 | -0.07 | -0.05 | 0.02 | 0.03 | -0.03 |
Beta | NA | 1.04 | 1.08 | 1.02 | 1.03 | 1.08 | 1.08 | 1.11 | 0.86 | 1.06 | 1.06 |
RSquared | NA | 0.88 | 0.88 | 0.87 | 0.88 | 0.88 | 0.91 | 0.83 | 0.83 | 0.92 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2014
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