Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCESX (THE ESG GROWTH PORTFOLIO HC STRATEGIC SHARES) | 7.96% | 1.34% | 11.65% | 5.96% | 9.13% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCESX (THE ESG GROWTH PORTFOLIO HC STRATEGIC SHARES) | 07/14/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 1.34 | 11.65 | 5.96 | 9.13 | NA | NA | … | … | 7.96 | -0.75 | 17.79 | 20.44 | -18.97 | 21.21 | 18.38 | 16.37 | -8.40 | 22.22 | 7.85 | -6.05 |
| Sharpe Ratio | NA | -0.06 | 0.47 | 0.19 | 0.42 | NA | NA | … | … | 1.19 | -0.14 | 1.20 | 1.37 | -0.88 | 1.66 | 0.56 | 1.24 | -0.68 | 3.43 | 0.51 | -0.63 |
| Standard Deviation(%) | NA | 22.78 | 17.84 | 18.21 | 18.17 | NA | NA | … | … | 14.38 | 25.66 | 11.79 | 12.32 | 23.30 | 12.74 | 32.42 | 12.02 | 14.44 | 6.32 | 15.10 | 19.79 |
| Draw Down(%) | NA | 22.96 | 22.96 | 26.50 | 33.45 | NA | NA | … | … | 8.93 | 19.23 | 8.14 | 10.68 | 26.50 | 5.54 | 33.45 | 7.82 | 18.38 | 2.03 | 9.68 | 12.20 |
| Yield(%) | 0.00 | 0.54 | 1.71 | 2.12 | 3.53 | 2.33 | 1.75 | … | … | 0.00 | 1.00 | 1.77 | 2.58 | 1.21 | 5.13 | 2.55 | 2.72 | 5.95 | 3.03 | 3.01 | 0.96 |
Data as of 06/05/2026, Common starting date 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 |
8.25%
Mar 2016 – Mar 2026 |
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) |
22.19%
Sep 2022 – Sep 2025 |
15.45%
Mar 2020 – Mar 2025 |
10.95%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart