Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCESX (THE ESG GROWTH PORTFOLIO HC STRATEGIC SHARES) | 10.91% | 15.14% | 14.37% | 12.78% | 9.24% | NA | NA | 9.22% |
Data as of 07/31/2025, AR inception is 07/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCESX (THE ESG GROWTH PORTFOLIO HC STRATEGIC SHARES) | 07/14/2015 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 15.14 | 14.37 | 12.78 | 9.24 | NA | NA | 9.22 | 10.91 | 17.79 | 20.44 | -18.97 | 21.21 | 18.38 | 16.37 | -8.40 | 22.22 | 7.85 | -6.05 |
| Sharpe Ratio | NA | 0.89 | 0.80 | 0.67 | 0.46 | NA | NA | 0.45 | 0.94 | 1.20 | 1.37 | -0.88 | 1.66 | 0.56 | 1.24 | -0.68 | 3.43 | 0.51 | -0.63 |
| Standard Deviation(%) | NA | 17.78 | 15.92 | 16.36 | 17.55 | NA | NA | 17.53 | 20.55 | 11.79 | 12.32 | 23.30 | 12.74 | 32.42 | 12.02 | 14.44 | 6.32 | 15.10 | 19.79 |
| Draw Down(%) | NA | 16.20 | 16.47 | 26.50 | 33.45 | NA | NA | 33.45 | 16.20 | 8.14 | 10.68 | 26.50 | 5.54 | 33.45 | 7.82 | 18.38 | 2.03 | 9.68 | 12.20 |
| Yield(%) | 0.00 | 1.25 | 1.84 | 3.01 | 3.41 | 2.27 | 1.70 | 3.41 | 0.43 | 1.77 | 2.58 | 1.21 | 5.13 | 2.55 | 2.72 | 5.95 | 3.03 | 3.01 | 0.96 |
Data as of 07/31/2025, AR inception is 07/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCESX (THE ESG GROWTH PORTFOLIO HC STRATEGIC SHARES) |
-1.02%
Mar 2017 - Mar 2020 |
3.56%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCESX (THE ESG GROWTH PORTFOLIO HC STRATEGIC SHARES) |
18.64%
Dec 2018 - Dec 2021 |
15.45%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart