Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCFNX (THE CORE FIXED INCOME PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 1.56% | 0.78% | 1.18% | NA | NA | 1.24% |
Data as of 08/04/2021, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCFNX (THE CORE FIXED INCOME 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 | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.56 | 0.78 | 1.18 | NA | NA | 1.24 | 0.00 | 0.00 | 2.74 | -3.26 | 1.34 | 1.04 | -3.23 | 3.12 | -5.14 | 1.56 | 1.40 | -2.24 |
| Sharpe Ratio | NA | 0.00 | 0.08 | -0.58 | -0.28 | NA | NA | -0.19 | 0.00 | 0.00 | 0.75 | -1.55 | 0.24 | 0.27 | -0.88 | 1.14 | -1.35 | 0.46 | 0.24 | -0.91 |
| Standard Deviation(%) | NA | 0.23 | 1.46 | 2.25 | 3.19 | NA | NA | 3.33 | NA | NA | 1.78 | 2.96 | 2.94 | 3.10 | 3.69 | 2.72 | 3.84 | 3.32 | 5.78 | 5.05 |
| Draw Down(%) | NA | 0.00 | 2.62 | 7.46 | 10.53 | NA | NA | 10.53 | 0.00 | 0.00 | 0.83 | 5.10 | 1.74 | 4.86 | 4.87 | 1.31 | 6.29 | 2.69 | 4.81 | 5.90 |
| Yield(%) | 0.00 | 0.00 | 0.72 | 1.30 | 1.74 | 1.18 | 0.89 | 1.62 | 0.00 | 0.00 | 0.87 | 2.62 | 2.23 | 2.32 | 3.20 | 2.52 | 3.00 | 1.78 | 0.00 | 0.00 |
Data as of 08/04/2021, AR inception is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCFNX (THE CORE FIXED INCOME PORTFOLIO HC ADVISORS SHARES) |
-1.50%
Aug 2010 - Aug 2013 |
0.39%
Aug 2010 - Aug 2015 |
1.18%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCFNX (THE CORE FIXED INCOME PORTFOLIO HC ADVISORS SHARES) |
4.25%
Aug 2013 - Aug 2016 |
2.61%
Mar 2014 - Mar 2019 |
1.64%
Mar 2011 - Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart