Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCEPX (THE EMERGING MARKETS PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | -0.90% | 2.94% | -0.04% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCEPX (THE EMERGING MARKETS PORTFOLIO HC ADVISORS SHARES) | 07/07/2010 | 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 | -0.90 | 2.94 | -0.04 | NA | NA | … | … | 0.00 | 0.00 | 5.12 | -16.02 | 25.66 | 11.23 | -18.91 | -7.61 | -5.90 | 14.96 | -22.75 | 20.90 |
| Sharpe Ratio | NA | 0.00 | -0.28 | 0.08 | -0.15 | NA | NA | … | … | 0.00 | 0.00 | 0.46 | -1.06 | 2.74 | 0.62 | -1.13 | -0.59 | -0.44 | 0.95 | -0.88 | 2.88 |
| Standard Deviation(%) | NA | 3.15 | 8.38 | 9.98 | 14.57 | NA | NA | … | … | NA | NA | 8.18 | 16.38 | 9.17 | 17.77 | 16.80 | 12.95 | 13.62 | 15.77 | 25.94 | 16.30 |
| Draw Down(%) | NA | 0.00 | 12.24 | 25.25 | 42.57 | NA | NA | … | … | 0.00 | 0.00 | 7.36 | 25.25 | 4.04 | 12.88 | 27.74 | 20.23 | 18.11 | 18.90 | 30.27 | 7.31 |
| Yield(%) | 0.00 | 0.00 | 0.61 | 1.45 | 1.46 | 1.09 | 0.82 | … | … | 0.00 | 0.00 | 0.00 | 1.66 | 2.63 | 3.08 | 2.06 | 3.93 | 1.77 | 1.45 | 0.73 | 0.00 |
Data as of 08/04/2021, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEPX (THE EMERGING MARKETS PORTFOLIO HC ADVISORS SHARES) |
-10.47%
Jan 2013 – Jan 2016 |
-7.42%
Feb 2011 – Feb 2016 |
-1.34%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEPX (THE EMERGING MARKETS PORTFOLIO HC ADVISORS SHARES) |
13.21%
Feb 2016 – Feb 2019 |
7.08%
Feb 2016 – Feb 2021 |
0.79%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart