Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCIWX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 0.56% | 7.53% | 11.54% | NA | NA | 12.22% |
Data as of 08/04/2021, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCIWX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) | 07/07/2010 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.56 | 7.53 | 11.54 | NA | NA | 12.22 | 0.00 | 0.00 | 13.52 | -9.14 | 21.24 | -2.34 | -12.17 | 3.90 | 17.34 | 0.59 | 1.81 | 21.04 |
| Sharpe Ratio | NA | -2,127.96 | -0.27 | 0.17 | 0.17 | NA | NA | 0.25 | -907.53 | 0.00 | 1.37 | -0.49 | 2.50 | -0.16 | -0.48 | 0.30 | 1.24 | 0.03 | 0.08 | 3.13 |
| Standard Deviation(%) | NA | 0.00 | 11.23 | 11.92 | 16.26 | NA | NA | 16.21 | 0.00 | NA | 8.92 | 21.39 | 8.29 | 15.74 | 25.35 | 13.07 | 13.91 | 19.60 | 23.59 | 15.12 |
| Draw Down(%) | NA | 0.00 | 26.50 | 26.50 | 28.47 | NA | NA | 28.47 | 0.00 | 0.00 | 5.04 | 26.50 | 4.71 | 10.82 | 20.78 | 10.19 | 9.76 | 17.44 | 17.76 | 7.01 |
| Yield(%) | 0.00 | 0.00 | 2.62 | 4.78 | 9.54 | 7.59 | 5.69 | 10.35 | 0.00 | 0.00 | 0.46 | 8.78 | 5.87 | 9.41 | 20.24 | 7.88 | 11.71 | 16.87 | 0.96 | 0.23 |
Data as of 08/04/2021, AR inception is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIWX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) |
1.12%
Jul 2018 - Jul 2021 |
7.49%
Jul 2016 - Jul 2021 |
10.43%
Apr 2011 - Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCIWX (THE INSTITUTIONAL GROWTH EQUITY PORTFOLIO HC ADVISORS SHARES) |
21.38%
Sep 2011 - Sep 2014 |
17.29%
Aug 2010 - Aug 2015 |
13.73%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart