Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCIGX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) | 8.68% | 16.44% | 15.64% | 13.60% | 11.82% | 13.55% | NA | 12.16% |
Data as of 08/01/2025, AR inception is 08/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCIGX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) | 08/12/2008 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 16.44 | 15.64 | 13.60 | 11.82 | 13.55 | NA | 12.16 | 8.68 | 22.03 | 25.01 | -21.39 | 24.51 | 27.01 | 9.73 | -0.56 | 27.15 | 6.81 | 7.71 | 11.90 | 29.92 | 17.67 | 3.37 | 12.91 | 40.17 | -31.84 |
| Sharpe Ratio | NA | 0.72 | 0.74 | 0.66 | 0.53 | NA | NA | 0.52 | 0.58 | 1.51 | 1.61 | -0.91 | 1.72 | 0.76 | 0.36 | -0.10 | 3.77 | 0.49 | 0.54 | 1.03 | 2.87 | 1.39 | 0.14 | 0.71 | 1.68 | -1.18 |
| Standard Deviation(%) | NA | 18.38 | 16.67 | 17.60 | 19.68 | NA | NA | 20.20 | 21.25 | 12.22 | 13.35 | 25.12 | 14.24 | 34.87 | 22.65 | 18.91 | 7.05 | 13.49 | 14.13 | 11.57 | 10.40 | 12.80 | 23.59 | 18.12 | 23.79 | 53.67 |
| Draw Down(%) | NA | 17.34 | 17.60 | 27.46 | 39.73 | NA | NA | 42.30 | 17.34 | 7.92 | 10.75 | 27.35 | 6.52 | 34.16 | 16.32 | 20.34 | 2.05 | 10.82 | 10.46 | 6.55 | 5.61 | 8.95 | 17.57 | 16.47 | 18.26 | 41.34 |
| Yield(%) | 0.00 | 19.63 | 13.31 | 14.49 | 11.61 | 15.13 | 10.58 | 13.22 | 0.14 | 22.82 | 14.90 | 4.10 | 28.03 | 7.25 | 1.54 | 8.78 | 5.87 | 9.41 | 20.24 | 7.88 | 11.71 | 16.87 | 1.43 | 0.38 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 08/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIGX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) |
1.65%
Mar 2017 - Mar 2020 |
4.86%
Mar 2015 - Mar 2020 |
9.77%
Mar 2010 - Mar 2020 |
10.89%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIGX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) |
25.50%
Feb 2009 - Feb 2012 |
22.80%
Feb 2009 - Feb 2014 |
17.48%
Feb 2009 - Feb 2019 |
14.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart