Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCPAX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 1.26% | 0.84% | NA | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 04/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCPAX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC ADVISORS SHARES) | 04/08/2014 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.26 | 0.84 | NA | NA | NA | … | … | 0.00 | 0.00 | 4.76 | -5.10 | 0.80 | 2.35 | -2.00 | 0.79 |
| Sharpe Ratio | NA | 0.00 | -0.20 | -0.52 | NA | NA | NA | … | … | 0.00 | 0.00 | 1.44 | -1.78 | 0.05 | 0.47 | -0.40 | 0.28 |
| Standard Deviation(%) | NA | 0.00 | 2.03 | 2.82 | NA | NA | NA | … | … | 0.00 | NA | 2.34 | 3.61 | 3.53 | 4.57 | 5.07 | 3.88 |
| Draw Down(%) | NA | 0.00 | 4.44 | 8.19 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.78 | 5.10 | 2.06 | 5.24 | 5.06 | 3.15 |
| Yield(%) | 0.00 | 0.00 | 0.62 | 1.35 | 0.81 | 0.54 | 0.41 | … | … | 0.00 | 0.00 | 0.00 | 2.75 | 2.11 | 2.19 | 0.19 | 0.91 |
Data as of 08/04/2021, Common starting date is 04/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPAX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC ADVISORS SHARES) |
0.39%
Jun 2014 – Jun 2017 |
0.78%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPAX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC ADVISORS SHARES) |
2.33%
May 2016 – May 2019 |
2.10%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart