Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HACGX (CONSERVATIVE STRATEGY FUND A SHARES) | NA | 4.74% | 1.66% | 3.91% | 2.84% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 03/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HACGX (CONSERVATIVE STRATEGY FUND A SHARES) | 03/15/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.74 | 1.66 | 3.91 | 2.84 | NA | NA | … | … | 2.79 | 3.99 | -2.00 | 2.47 | 4.77 | 10.09 | 0.63 | 12.38 | 20.15 | -23.33 | 7.29 | 9.69 | 6.31 |
| Sharpe Ratio | NA | 1.03 | 0.32 | 0.77 | 0.17 | NA | NA | … | … | 2.59 | 0.71 | -0.39 | 0.62 | 0.94 | 2.16 | 0.07 | 1.77 | 0.57 | -1.48 | 0.62 | 1.23 | 1.26 |
| Standard Deviation(%) | NA | 4.31 | 4.75 | 4.79 | 14.26 | NA | NA | … | … | 2.88 | 5.35 | 5.22 | 3.94 | 5.02 | 4.68 | 8.46 | 6.93 | 35.34 | 16.29 | 6.93 | 5.23 | 4.48 |
| Draw Down(%) | NA | 3.86 | 8.94 | 8.94 | 31.84 | NA | NA | … | … | 1.47 | 4.13 | 7.00 | 3.03 | 6.30 | 4.00 | 9.27 | 5.04 | 21.37 | 29.97 | 4.66 | 4.80 | 2.59 |
| Yield(%) | 0.00 | 2.07 | 4.24 | 4.22 | 3.36 | 2.94 | 2.21 | … | … | 0.92 | 1.31 | 1.25 | 9.99 | 4.87 | 2.64 | 4.17 | 3.85 | 0.40 | 1.57 | 4.80 | 3.40 | 0.72 |
Data as of 05/12/2017, Common starting date is 03/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACGX (CONSERVATIVE STRATEGY FUND A SHARES) |
-6.13%
Feb 2006 – Feb 2009 |
1.33%
May 2007 – May 2012 |
2.93%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACGX (CONSERVATIVE STRATEGY FUND A SHARES) |
14.61%
Feb 2009 – Feb 2012 |
10.97%
Feb 2009 – Feb 2014 |
4.80%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart