Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCGWX (THE GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 2.01% | 8.43% | 11.95% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCGWX (THE GROWTH EQUITY 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 | 2.01 | 8.43 | 11.95 | NA | NA | … | … | 0.00 | 0.00 | 18.54 | -7.43 | 20.59 | -0.92 | -14.29 | 9.22 | 28.18 | 15.10 | 3.16 | 20.88 |
| Sharpe Ratio | NA | 0.00 | -0.09 | 0.31 | 0.41 | NA | NA | … | … | 0.00 | 0.00 | 2.19 | -0.42 | 2.29 | -0.07 | -0.52 | 0.78 | 2.68 | 1.18 | 0.13 | 3.09 |
| Standard Deviation(%) | NA | 0.00 | 10.54 | 11.35 | 15.37 | NA | NA | … | … | 0.00 | NA | 7.90 | 20.65 | 8.77 | 15.15 | 27.41 | 11.76 | 10.50 | 12.90 | 23.55 | 15.21 |
| Draw Down(%) | NA | 0.00 | 25.46 | 25.46 | 30.64 | NA | NA | … | … | 0.00 | 0.00 | 2.74 | 25.46 | 5.48 | 11.31 | 22.73 | 6.72 | 5.82 | 9.02 | 17.02 | 7.16 |
| Yield(%) | 0.00 | 0.00 | 2.10 | 4.23 | 7.87 | 6.28 | 4.71 | … | … | 0.00 | 0.00 | 0.42 | 7.12 | 6.74 | 7.32 | 22.39 | 2.26 | 1.38 | 1.59 | 0.96 | 0.30 |
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 |
|---|---|---|---|---|
| HCGWX (THE GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) |
2.59%
Jul 2018 – Jul 2021 |
8.42%
Jul 2016 – Jul 2021 |
10.89%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCGWX (THE GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) |
20.91%
Sep 2011 – Sep 2014 |
17.35%
Aug 2010 – Aug 2015 |
14.20%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart