Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCEMX (THE EMERGING MARKETS PORTFOLIO HC STRATEGIC SHARES) | 24.32% | 42.78% | 21.46% | 6.29% | 9.11% | 4.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCEMX (THE EMERGING MARKETS PORTFOLIO HC STRATEGIC SHARES) | 12/11/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 42.78 | 21.46 | 6.29 | 9.11 | 4.06 | NA | … | … | 24.32 | 26.90 | 6.91 | 11.07 | -20.34 | -1.57 | 15.88 | 18.32 | -14.30 | 28.34 | 14.18 | -16.87 | -3.70 | -4.09 | 16.47 | -19.98 | 17.57 | 1.80 |
| Sharpe Ratio | NA | 2.39 | 1.18 | 0.24 | 0.44 | NA | NA | … | … | 3.13 | 1.53 | 0.24 | 0.56 | -1.04 | -0.10 | 0.54 | 1.30 | -0.98 | 3.06 | 0.79 | -1.01 | -0.30 | -0.30 | 1.05 | -0.78 | 0.82 | 3.18 |
| Standard Deviation(%) | NA | 16.79 | 15.50 | 16.53 | 17.27 | NA | NA | … | … | 21.03 | 15.82 | 13.70 | 13.35 | 21.09 | 16.07 | 28.93 | 12.99 | 16.06 | 9.08 | 17.59 | 16.66 | 12.55 | 13.54 | 15.77 | 25.61 | 21.44 | 13.03 |
| Draw Down(%) | NA | 11.61 | 15.38 | 36.31 | 38.42 | NA | NA | … | … | 11.61 | 13.57 | 8.82 | 12.72 | 31.78 | 15.21 | 33.28 | 11.51 | 25.25 | 4.04 | 12.94 | 27.78 | 18.88 | 18.11 | 18.90 | 30.27 | 17.98 | 2.53 |
| Yield(%) | 0.00 | 0.00 | 2.57 | 1.75 | 2.73 | 1.90 | 1.74 | … | … | 0.00 | 0.00 | 3.54 | 4.28 | 1.49 | 1.96 | 1.16 | 3.76 | 1.66 | 2.63 | 3.08 | 2.06 | 3.93 | 1.77 | 1.45 | 2.69 | 1.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEMX (THE EMERGING MARKETS PORTFOLIO HC STRATEGIC SHARES) |
-10.47%
Jan 2013 – Jan 2016 |
-6.95%
Feb 2011 – Feb 2016 |
-0.67%
Mar 2010 – Mar 2020 |
2.10%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEMX (THE EMERGING MARKETS PORTFOLIO HC STRATEGIC SHARES) |
22.47%
May 2023 – May 2026 |
13.91%
Feb 2016 – Feb 2021 |
9.40%
Feb 2016 – Feb 2026 |
3.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart