Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HAGRX (BALANCED STRATEGY FUND A SHARES) | NA | 13.29% | 3.37% | 7.23% | 3.46% | NA | NA | 5.65% |
Data as of 05/12/2017, AR inception is 02/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAGRX (BALANCED STRATEGY FUND A SHARES) | 02/11/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.29 | 3.37 | 7.23 | 3.46 | NA | NA | 5.65 | 4.64 | 7.28 | -3.53 | 3.09 | 15.48 | 11.94 | -3.17 | 16.59 | 32.52 | -37.44 | 11.80 | 14.51 | 11.85 |
| Sharpe Ratio | NA | 1.40 | 0.28 | 0.65 | 0.18 | NA | NA | 0.30 | 2.17 | 0.56 | -0.28 | 0.36 | 1.80 | 1.24 | -0.17 | 1.25 | 1.45 | -1.19 | 0.66 | 1.15 | 1.37 |
| Standard Deviation(%) | NA | 9.29 | 11.35 | 10.54 | 16.80 | NA | NA | 15.62 | 5.97 | 12.66 | 12.86 | 8.50 | 8.57 | 9.69 | 18.63 | 13.18 | 22.34 | 32.08 | 13.31 | 9.80 | 8.21 |
| Draw Down(%) | NA | 5.75 | 17.76 | 17.76 | 50.07 | NA | NA | 50.07 | 1.42 | 11.79 | 13.34 | 7.69 | 7.43 | 8.75 | 19.28 | 9.94 | 20.00 | 46.49 | 9.05 | 9.59 | 4.96 |
| Yield(%) | 0.00 | 6.38 | 8.41 | 8.17 | 4.73 | 4.41 | 3.30 | 5.51 | 4.43 | 1.76 | 1.54 | 19.59 | 8.80 | 2.04 | 3.16 | 2.49 | 0.97 | 0.00 | 6.51 | 1.51 | 0.26 |
Data as of 05/12/2017, AR inception is 02/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAGRX (BALANCED STRATEGY FUND A SHARES) |
-12.14%
Feb 2006 - Feb 2009 |
-1.07%
May 2007 - May 2012 |
3.20%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAGRX (BALANCED STRATEGY FUND A SHARES) |
21.54%
Feb 2009 - Feb 2012 |
16.84%
Feb 2009 - Feb 2014 |
6.41%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart