Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCBAX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 0.81% | 0.45% | 1.66% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 10/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCBAX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC ADVISORS SHARES) | 10/07/2010 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.81 | 0.45 | 1.66 | NA | NA | … | … | 0.00 | 0.00 | 0.49 | -0.98 | 0.39 | -2.21 | 0.19 | 1.56 | -3.31 | 0.67 | 7.14 | -3.35 |
| Sharpe Ratio | NA | 0.00 | -0.73 | -1.28 | -0.31 | NA | NA | … | … | 0.00 | 0.00 | -1.03 | -1.73 | -0.15 | -1.34 | 0.11 | 1.02 | -1.49 | 0.30 | 2.78 | -3.55 |
| Standard Deviation(%) | NA | 0.00 | 0.72 | 1.19 | 1.61 | NA | NA | … | … | 0.00 | NA | 0.90 | 1.33 | 1.62 | 1.80 | 1.46 | 1.52 | 2.24 | 2.09 | 2.56 | 3.84 |
| Draw Down(%) | NA | 0.00 | 1.58 | 5.95 | 7.26 | NA | NA | … | … | 0.00 | 0.00 | 0.68 | 2.64 | 2.02 | 4.61 | 2.28 | 1.33 | 4.69 | 2.44 | 2.87 | 3.93 |
| Yield(%) | 0.00 | 0.00 | 0.61 | 1.20 | 1.77 | 1.25 | 0.94 | … | … | 0.00 | 0.00 | 0.68 | 2.29 | 2.14 | 2.24 | 2.00 | 2.34 | 2.39 | 2.42 | 1.94 | 0.00 |
Data as of 08/04/2021, Common starting date is 10/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCBAX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC ADVISORS SHARES) |
0.59%
Aug 2017 – Aug 2020 |
0.45%
Jul 2016 – Jul 2021 |
1.78%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCBAX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC ADVISORS SHARES) |
4.22%
Jan 2011 – Jan 2014 |
3.75%
Jan 2011 – Jan 2016 |
2.26%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart