Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCBSX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC STRATEGIC SHARES) | NA | -1.55% | -3.01% | -0.11% | 0.90% | NA | NA | … | … |
Data as of 06/26/2023, Common starting date is 07/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCBSX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC STRATEGIC SHARES) | 07/14/2010 | 06/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | -1.55 | -3.01 | -0.11 | 0.90 | NA | NA | … | … | 0.99 | -12.39 | -1.04 | 1.63 | 3.07 | -1.08 | 0.49 | -2.21 | 0.10 | 1.56 | -3.31 | 0.67 | 7.14 | -1.90 |
| Sharpe Ratio | NA | -1.34 | -1.29 | -0.38 | 0.06 | NA | NA | … | … | -0.70 | -3.21 | -0.48 | 0.28 | 1.18 | -1.77 | -0.09 | -1.30 | 0.05 | 1.03 | -1.51 | 0.19 | 2.80 | -1.25 |
| Standard Deviation(%) | NA | 3.68 | 3.28 | 3.46 | 2.67 | NA | NA | … | … | 3.66 | 4.30 | 2.20 | 5.06 | 1.40 | 1.36 | 1.60 | 1.85 | 1.46 | 1.50 | 2.22 | 3.26 | 2.54 | 3.25 |
| Draw Down(%) | NA | 8.41 | 15.36 | 15.36 | 15.36 | NA | NA | … | … | 3.45 | 14.56 | 2.61 | 7.42 | 1.61 | 2.64 | 1.92 | 4.61 | 2.19 | 1.33 | 4.69 | 3.85 | 2.87 | 4.77 |
| Yield(%) | 0.00 | 2.08 | 2.17 | 2.23 | 2.22 | 1.93 | 1.45 | … | … | 1.11 | 1.74 | 2.69 | 1.89 | 2.13 | 2.29 | 2.14 | 2.24 | 2.00 | 2.34 | 2.39 | 2.24 | 2.28 | 0.74 |
Data as of 06/26/2023, Common starting date is 07/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCBSX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC STRATEGIC SHARES) |
-3.36%
Oct 2019 – Oct 2022 |
-0.93%
Oct 2017 – Oct 2022 |
0.34%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCBSX (THE INTERMEDIATE TERM MUNICIPAL BOND II PORTFOLIO HC STRATEGIC SHARES) |
4.24%
Jan 2011 – Jan 2014 |
3.76%
Jan 2011 – Jan 2016 |
3.03%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart