Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCIMX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) | 0.30% | 0.56% | 1.64% | 0.43% | 1.56% | 2.31% | 1.56% | 1.21% |
Data as of 08/01/2025, AR inception is 04/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCIMX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) | 04/06/1999 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.56 | 1.64 | 0.43 | 1.56 | 2.31 | 1.56 | 1.21 | 0.30 | 1.37 | 4.39 | -5.28 | 0.50 | 3.71 | 6.37 | 0.90 | 2.88 | -0.29 | 2.20 | 3.96 | -0.14 | 5.45 | 11.04 | 1.34 | 5.25 | -8.85 | -1.11 | -0.40 | -1.58 | -0.59 | 0.00 | 3.24 | 0.51 | 3.47 | -5.19 |
| Sharpe Ratio | NA | -0.60 | -0.53 | -0.60 | 0.04 | NA | NA | -0.08 | -0.50 | -0.88 | 0.27 | -2.44 | 0.37 | 0.71 | 3.50 | -0.43 | 1.64 | -0.34 | 1.91 | 3.39 | -0.10 | 2.77 | 4.77 | 0.53 | 1.80 | -2.09 | -1.88 | -2.03 | -1.90 | -0.65 | -0.27 | 0.84 | -1.15 | -0.44 | -5.18 |
| Standard Deviation(%) | NA | 4.33 | 3.25 | 2.78 | 2.64 | NA | NA | 2.48 | 5.13 | 2.56 | 2.71 | 2.76 | 1.26 | 4.85 | 1.40 | 1.14 | 1.36 | 1.48 | 1.14 | 1.16 | 1.82 | 1.96 | 2.31 | 2.37 | 2.86 | 4.69 | 2.28 | 1.89 | 2.02 | 2.40 | 2.63 | 2.49 | 1.73 | 1.70 | 1.99 |
| Draw Down(%) | NA | 4.39 | 4.55 | 9.08 | 9.08 | NA | NA | 16.13 | 4.39 | 2.17 | 4.55 | 8.43 | 1.40 | 7.72 | 1.55 | 1.65 | 1.66 | 3.53 | 1.33 | 0.79 | 3.22 | 1.93 | 2.22 | 4.17 | 2.59 | 12.45 | 3.00 | 2.50 | 2.74 | 3.87 | 4.10 | 2.42 | 2.57 | 2.50 | 5.19 |
| Yield(%) | 0.00 | 2.10 | 2.15 | 1.86 | 1.99 | 2.39 | 1.74 | 1.34 | 0.81 | 2.77 | 2.14 | 1.58 | 1.54 | 1.82 | 2.37 | 2.08 | 1.97 | 2.01 | 2.08 | 2.22 | 2.50 | 3.18 | 4.28 | 1.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 04/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIMX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) |
-3.61%
Oct 2005 - Oct 2008 |
-2.57%
Nov 2003 - Nov 2008 |
-0.75%
May 1999 - May 2009 |
0.97%
May 1999 - May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIMX (THE INTERMEDIATE TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) |
6.00%
Feb 2009 - Feb 2012 |
4.71%
Feb 2009 - Feb 2014 |
3.56%
Dec 2010 - Dec 2020 |
2.75%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart