Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) | 10.38% | 25.49% | 21.44% | 12.67% | 15.18% | 14.69% | 11.76% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) | 06/21/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 25.49 | 21.44 | 12.67 | 15.18 | 14.69 | 11.76 | … | … | 10.38 | 14.95 | 25.34 | 31.05 | -23.94 | 25.54 | 25.16 | 26.50 | -0.52 | 27.44 | 6.19 | 7.73 | 11.57 | 29.70 | 16.80 | 4.15 | 11.82 | 40.48 | -37.92 | 8.96 | 3.54 | 9.82 | 7.58 | 30.77 | -29.83 | -19.63 | -32.07 | 28.17 | 22.99 | 4.27 | 10.53 |
| Sharpe Ratio | NA | 2.02 | 1.25 | 0.56 | 0.71 | NA | NA | … | … | 1.79 | 0.65 | 1.63 | 1.96 | -0.94 | 1.71 | 0.72 | 1.79 | -0.10 | 3.79 | 0.43 | 0.54 | 0.99 | 2.83 | 1.31 | 0.18 | 0.65 | 1.71 | -1.05 | 0.39 | 0.01 | 0.70 | 0.52 | 1.59 | -1.12 | -0.78 | -0.97 | 0.99 | 0.75 | 0.02 | 1.22 |
| Standard Deviation(%) | NA | 11.86 | 15.22 | 18.12 | 19.03 | NA | NA | … | … | 13.61 | 18.66 | 13.34 | 14.12 | 27.10 | 14.90 | 34.37 | 13.97 | 18.92 | 7.09 | 13.79 | 14.17 | 11.68 | 10.48 | 12.94 | 23.40 | 17.94 | 23.60 | 36.98 | 15.10 | 11.38 | 10.88 | 12.64 | 18.84 | 27.63 | 28.60 | 37.53 | 25.00 | 25.96 | 27.73 | 14.10 |
| Draw Down(%) | NA | 9.43 | 19.34 | 28.34 | 34.06 | NA | NA | … | … | 9.43 | 19.34 | 8.86 | 9.55 | 28.17 | 6.64 | 34.06 | 7.51 | 20.56 | 2.14 | 11.35 | 10.41 | 6.52 | 5.48 | 9.01 | 16.79 | 16.44 | 17.90 | 45.70 | 8.29 | 12.68 | 7.78 | 11.64 | 13.13 | 37.33 | 40.38 | 43.13 | 12.56 | 30.06 | 26.07 | 10.74 |
| Yield(%) | 0.00 | 0.00 | 1.39 | 3.71 | 6.55 | 9.15 | 8.11 | … | … | 0.00 | 0.22 | 1.77 | 2.54 | 5.62 | 9.96 | 7.25 | 1.62 | 7.11 | 6.73 | 7.31 | 22.36 | 2.26 | 1.37 | 1.59 | 0.96 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) |
-30.07%
Mar 2000 – Mar 2003 |
-14.47%
Sep 1997 – Sep 2002 |
-7.30%
Feb 1999 – Feb 2009 |
0.01%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) |
25.73%
Dec 2018 – Dec 2021 |
22.49%
Feb 2009 – Feb 2014 |
17.32%
Feb 2009 – Feb 2019 |
16.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart