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Performance Comparison
Comparison Box

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