Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBAGX (AGGRESSIVE STRATEGY FUND B SHARES) | NA | 13.65% | 2.79% | 7.70% | 2.61% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBAGX (AGGRESSIVE STRATEGY FUND B SHARES) | 05/10/2005 | 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 | 13.65 | 2.79 | 7.70 | 2.61 | NA | NA | … | … | 5.99 | 7.23 | -5.09 | 2.38 | 22.10 | 13.09 | -8.83 | 13.71 | 35.65 | -42.35 | 13.50 | 15.38 | 16.05 |
| Sharpe Ratio | NA | 1.29 | 0.21 | 0.58 | 0.11 | NA | NA | … | … | 2.67 | 0.50 | -0.35 | 0.23 | 2.02 | 1.05 | -0.37 | 0.79 | 1.31 | -1.09 | 0.65 | 1.02 | 2.37 |
| Standard Deviation(%) | NA | 10.34 | 12.92 | 12.48 | 20.73 | NA | NA | … | … | 6.37 | 13.97 | 14.81 | 10.50 | 10.91 | 12.48 | 24.02 | 17.19 | 27.16 | 39.59 | 16.25 | 11.91 | 9.91 |
| Draw Down(%) | NA | 6.64 | 20.05 | 20.05 | 55.90 | NA | NA | … | … | 1.46 | 11.37 | 14.94 | 9.40 | 7.77 | 11.76 | 24.58 | 13.56 | 23.24 | 52.41 | 11.08 | 11.83 | 5.50 |
| Yield(%) | 0.00 | 8.13 | 10.54 | 9.51 | 4.64 | 4.51 | 3.38 | … | … | 7.23 | 0.39 | 0.03 | 26.26 | 7.21 | 0.00 | 0.12 | 0.29 | 0.00 | 0.00 | 7.02 | 0.00 | 0.56 |
Data as of 05/12/2017, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBAGX (AGGRESSIVE STRATEGY FUND B SHARES) |
-14.71%
Feb 2006 – Feb 2009 |
-3.35%
May 2007 – May 2012 |
2.39%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBAGX (AGGRESSIVE STRATEGY FUND B SHARES) |
21.92%
Feb 2009 – Feb 2012 |
17.66%
Feb 2009 – Feb 2014 |
5.31%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart