Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCISX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | -7.26% | -3.81% | NA | NA | NA | … | … |
Data as of 05/11/2020, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCISX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) | 07/07/2010 | 05/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -7.26 | -3.81 | NA | NA | NA | … | … | 0.00 | 14.42 | -30.57 | 5.47 | 11.11 | -9.04 | -4.09 | 16.07 | 15.50 | -6.42 | 27.43 |
| Sharpe Ratio | NA | -1.28 | -0.37 | -0.22 | NA | NA | NA | … | … | 0.00 | 1.24 | -0.91 | 0.33 | 0.61 | -0.55 | -0.23 | 0.71 | 0.91 | -0.20 | 3.07 |
| Standard Deviation(%) | NA | 3.43 | 22.40 | 20.36 | NA | NA | NA | … | … | NA | 10.59 | 35.13 | 14.50 | 17.67 | 16.38 | 17.56 | 22.64 | 17.16 | 32.02 | 20.70 |
| Draw Down(%) | NA | 3.37 | 44.39 | 44.39 | NA | NA | NA | … | … | 0.00 | 5.86 | 44.39 | 9.05 | 16.36 | 16.46 | 13.58 | 18.53 | 13.40 | 27.86 | 9.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 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 05/11/2020, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCISX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) |
-7.42%
Oct 2013 – Oct 2016 |
-6.63%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCISX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) |
20.67%
Aug 2010 – Aug 2013 |
8.79%
Aug 2010 – Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart