Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCIBX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | -8.37% | -5.01% | -0.87% | NA | NA | -0.48% |
Data as of 08/04/2021, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCIBX (THE INTERMEDIATE TERM MUNICIPAL BOND 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 | -8.37 | -5.01 | -0.87 | NA | NA | -0.48 | 0.00 | 0.00 | -24.01 | -1.10 | 1.01 | -2.37 | 0.10 | 1.71 | -2.64 | 2.20 | 6.50 | -2.60 |
| Sharpe Ratio | NA | 0.00 | -0.53 | -0.48 | -0.30 | NA | NA | -0.27 | 0.00 | 0.00 | -0.81 | -1.94 | 0.27 | -1.61 | 0.05 | 1.29 | -1.37 | 1.01 | 2.65 | -1.77 |
| Standard Deviation(%) | NA | 0.00 | 18.14 | 14.06 | 10.02 | NA | NA | 9.55 | 0.00 | NA | 31.42 | 1.26 | 1.44 | 1.60 | 1.32 | 1.32 | 1.96 | 2.15 | 2.44 | 2.99 |
| Draw Down(%) | NA | 0.00 | 26.90 | 26.97 | 27.54 | NA | NA | 27.54 | 0.00 | 0.00 | 26.90 | 2.60 | 2.06 | 4.28 | 1.96 | 0.98 | 4.09 | 2.17 | 2.51 | 5.35 |
| Yield(%) | 0.00 | 0.00 | 0.58 | 1.10 | 1.87 | 1.37 | 1.02 | 1.86 | 0.00 | 0.00 | 0.70 | 2.08 | 1.96 | 2.01 | 2.08 | 2.22 | 2.50 | 3.18 | 3.14 | 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 |
|---|---|---|---|---|
| HCIBX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC ADVISORS SHARES) |
-8.57%
Aug 2017 - Aug 2020 |
-5.01%
Jul 2016 - Jul 2021 |
-0.78%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIBX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC ADVISORS SHARES) |
5.54%
Jan 2011 - Jan 2014 |
4.51%
Jan 2011 - Jan 2016 |
-0.22%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart