Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCCGX (CONSERVATIVE STRATEGY FUND C SHARES) | NA | 4.05% | 0.94% | 3.16% | 2.20% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCCGX (CONSERVATIVE STRATEGY FUND C 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 | 4.05 | 0.94 | 3.16 | 2.20 | NA | NA | … | … | 2.82 | 3.21 | -2.93 | 1.97 | 3.95 | 9.30 | -0.13 | 11.13 | 19.96 | -23.77 | 7.15 | 8.77 | 7.53 |
| Sharpe Ratio | NA | 0.87 | 0.17 | 0.62 | 0.13 | NA | NA | … | … | 2.67 | 0.57 | -0.56 | 0.49 | 0.78 | 2.05 | -0.02 | 1.62 | 0.56 | -1.52 | 0.60 | 1.05 | 2.13 |
| Standard Deviation(%) | NA | 4.29 | 4.74 | 4.76 | 14.26 | NA | NA | … | … | 2.83 | 5.20 | 5.30 | 3.94 | 5.00 | 4.55 | 8.82 | 6.84 | 35.28 | 16.16 | 6.94 | 5.22 | 4.46 |
| Draw Down(%) | NA | 3.99 | 9.53 | 9.53 | 32.38 | NA | NA | … | … | 1.45 | 4.07 | 7.26 | 3.25 | 6.29 | 4.11 | 9.55 | 5.22 | 21.39 | 30.51 | 4.77 | 4.83 | 2.65 |
| Yield(%) | 0.00 | 1.25 | 3.51 | 3.46 | 2.73 | 2.40 | 1.80 | … | … | 0.70 | 0.56 | 0.55 | 9.16 | 4.17 | 1.83 | 3.41 | 3.13 | 0.23 | 1.03 | 4.01 | 2.61 | 0.53 |
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 |
|---|---|---|---|---|
| HCCGX (CONSERVATIVE STRATEGY FUND C SHARES) |
-6.58%
Feb 2006 – Feb 2009 |
0.83%
May 2007 – May 2012 |
2.29%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCCGX (CONSERVATIVE STRATEGY FUND C SHARES) |
13.89%
Feb 2009 – Feb 2012 |
10.25%
Feb 2009 – Feb 2014 |
3.65%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart