Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCIVX (THE INSTITUTIONAL VALUE EQUITY PORTFOLIO HC STRATEGIC SHARES) | NA | -9.81% | -4.93% | -4.37% | -0.42% | NA | NA | … | … |
Data as of 05/11/2020, Common starting date is 07/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCIVX (THE INSTITUTIONAL VALUE EQUITY PORTFOLIO HC STRATEGIC SHARES) | 07/21/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.81 | -4.93 | -4.37 | -0.42 | NA | NA | … | … | -16.39 | 20.19 | -17.13 | 5.72 | 10.15 | -15.58 | -2.87 | 10.99 | 5.99 | -4.36 | 12.43 | 20.31 | -29.16 |
| Sharpe Ratio | NA | -0.39 | -0.27 | -0.25 | -0.04 | NA | NA | … | … | -0.76 | 1.55 | -1.03 | 0.51 | 0.64 | -0.79 | -0.18 | 0.54 | 0.43 | -0.18 | 0.65 | 0.66 | -0.90 |
| Standard Deviation(%) | NA | 32.87 | 22.56 | 20.62 | 19.55 | NA | NA | … | … | 52.45 | 12.12 | 17.97 | 9.93 | 15.44 | 19.71 | 15.72 | 20.31 | 13.87 | 23.92 | 19.09 | 30.41 | 59.97 |
| Draw Down(%) | NA | 35.91 | 38.15 | 38.15 | 45.90 | NA | NA | … | … | 35.91 | 6.32 | 26.44 | 6.47 | 9.80 | 19.15 | 15.20 | 16.90 | 10.39 | 23.05 | 17.02 | 31.04 | 44.18 |
| 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 | 0.00 | 0.00 |
Data as of 05/11/2020, Common starting date is 07/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIVX (THE INSTITUTIONAL VALUE EQUITY PORTFOLIO HC STRATEGIC SHARES) |
-8.22%
Oct 2013 – Oct 2016 |
-5.59%
Mar 2015 – Mar 2020 |
-1.40%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIVX (THE INSTITUTIONAL VALUE EQUITY PORTFOLIO HC STRATEGIC SHARES) |
21.76%
Feb 2009 – Feb 2012 |
14.51%
Feb 2009 – Feb 2014 |
5.60%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart