Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCGRX (BALANCED STRATEGY FUND C SHARES) | NA | 12.32% | 2.57% | 6.44% | 2.79% | NA | NA | 5.08% |
Data as of 05/12/2017, AR inception is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCGRX (BALANCED STRATEGY FUND C SHARES) | 05/10/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 12.32 | 2.57 | 6.44 | 2.79 | NA | NA | 5.08 | 5.32 | 6.46 | -4.46 | 2.42 | 14.65 | 10.83 | -3.82 | 15.04 | 31.45 | -37.25 | 10.90 | 13.66 | 12.96 |
| Sharpe Ratio | NA | 1.31 | 0.22 | 0.59 | 0.14 | NA | NA | 0.27 | 2.68 | 0.50 | -0.36 | 0.29 | 1.73 | 1.14 | -0.21 | 1.14 | 1.40 | -1.19 | 0.59 | 1.06 | 2.30 |
| Standard Deviation(%) | NA | 9.14 | 11.11 | 10.33 | 16.68 | NA | NA | 15.63 | 5.60 | 12.37 | 12.61 | 8.28 | 8.46 | 9.52 | 18.43 | 13.12 | 22.42 | 31.97 | 13.32 | 9.81 | 7.99 |
| Draw Down(%) | NA | 5.73 | 18.11 | 18.11 | 50.13 | NA | NA | 50.13 | 1.41 | 10.93 | 13.59 | 7.77 | 7.50 | 8.90 | 19.47 | 10.07 | 20.09 | 46.77 | 9.09 | 9.69 | 4.59 |
| Yield(%) | 0.00 | 5.02 | 7.60 | 7.25 | 4.10 | 3.81 | 2.85 | 4.76 | 4.11 | 0.69 | 0.61 | 18.88 | 7.93 | 1.13 | 2.58 | 1.84 | 0.17 | 0.00 | 5.82 | 0.88 | 0.26 |
Data as of 05/12/2017, AR inception is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCGRX (BALANCED STRATEGY FUND C SHARES) |
-12.53%
Feb 2006 - Feb 2009 |
-1.62%
May 2007 - May 2012 |
2.55%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCGRX (BALANCED STRATEGY FUND C SHARES) |
20.68%
Feb 2009 - Feb 2012 |
16.00%
Feb 2009 - Feb 2014 |
4.98%
Jun 2005 - Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart