Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCIIX (THE CORE FIXED INCOME PORTFOLIO HC STRATEGIC SHARES) | 2.85% | 3.20% | 2.07% | -1.32% | 1.59% | 2.04% | 1.61% | 1.40% |
Data as of 07/18/2025, AR inception is 10/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCIIX (THE CORE FIXED INCOME PORTFOLIO HC STRATEGIC SHARES) | 10/10/2000 | 07/18/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.20 | 2.07 | -1.32 | 1.59 | 2.04 | 1.61 | 1.40 | 2.85 | 1.22 | 4.61 | -12.92 | -1.75 | 7.88 | 9.20 | -0.61 | 3.61 | 3.24 | -0.03 | 5.80 | -2.46 | 4.44 | 7.49 | 4.88 | 4.46 | -5.89 | 1.52 | -0.70 | -2.07 | 1.20 | -2.43 | 0.69 | 0.20 | 2.00 |
| Sharpe Ratio | NA | 0.00 | -0.24 | -0.64 | 0.03 | NA | NA | 0.03 | 0.45 | -0.49 | 0.16 | -2.09 | -0.48 | 1.47 | 2.26 | -0.66 | 1.00 | 0.98 | -0.02 | 2.16 | -0.68 | 1.61 | 1.72 | 1.25 | 0.91 | -1.05 | -0.46 | -1.54 | -1.43 | 0.06 | -0.74 | -0.12 | -0.49 | 1.89 |
| Standard Deviation(%) | NA | 4.87 | 5.49 | 5.23 | 4.52 | NA | NA | 4.19 | 5.11 | 4.87 | 5.85 | 6.88 | 3.70 | 5.18 | 3.42 | 3.04 | 2.95 | 3.07 | 3.51 | 2.67 | 3.69 | 2.74 | 4.33 | 3.84 | 4.81 | 6.50 | 3.59 | 2.69 | 3.03 | 3.44 | 4.27 | 3.69 | 4.68 | 2.63 |
| Draw Down(%) | NA | 4.57 | 7.72 | 17.78 | 17.78 | NA | NA | 17.78 | 2.53 | 3.90 | 5.58 | 15.98 | 3.90 | 7.92 | 2.15 | 3.19 | 1.66 | 4.02 | 2.81 | 1.13 | 5.39 | 1.36 | 1.74 | 3.72 | 3.97 | 12.39 | 3.71 | 3.50 | 3.71 | 4.49 | 5.42 | 2.90 | 5.05 | 0.80 |
| Yield(%) | 0.00 | 3.04 | 3.09 | 2.69 | 2.81 | 3.08 | 2.34 | 1.98 | 1.06 | 3.53 | 2.85 | 2.86 | 2.71 | 3.55 | 2.80 | 2.62 | 2.23 | 2.31 | 3.20 | 2.52 | 2.99 | 4.50 | 6.01 | 3.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 10/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIIX (THE CORE FIXED INCOME PORTFOLIO HC STRATEGIC SHARES) |
-5.33%
Oct 2020 - Oct 2023 |
-2.17%
Oct 2003 - Oct 2008 |
-0.07%
Jan 2001 - Jan 2011 |
0.99%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIIX (THE CORE FIXED INCOME PORTFOLIO HC STRATEGIC SHARES) |
6.71%
Feb 2009 - Feb 2012 |
4.71%
Oct 2008 - Oct 2013 |
3.79%
Jul 2010 - Jul 2020 |
2.87%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart