Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCPBX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC STRATEGIC SHARES) | NA | -20.11% | -1.77% | -0.82% | NA | NA | NA | … | … |
Data as of 12/30/2021, Common starting date is 04/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCPBX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC STRATEGIC SHARES) | 04/08/2014 | 12/30/2021 |
| 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 | -20.11 | -1.77 | -0.82 | NA | NA | NA | … | … | -52.11 | 8.30 | 6.21 | -5.11 | 0.70 | 2.35 | -1.90 | 0.79 |
| Sharpe Ratio | NA | -0.59 | -0.34 | -0.28 | NA | NA | NA | … | … | -0.59 | 1.14 | 1.16 | -1.80 | 0.02 | 0.47 | -0.38 | 0.28 |
| Standard Deviation(%) | NA | 88.92 | 51.50 | 40.00 | NA | NA | NA | … | … | 89.10 | 7.05 | 4.11 | 3.58 | 3.65 | 4.52 | 5.09 | 3.87 |
| Draw Down(%) | NA | 67.69 | 67.69 | 67.69 | NA | NA | NA | … | … | 67.69 | 8.74 | 3.05 | 5.11 | 1.96 | 5.32 | 4.86 | 3.15 |
| Yield(%) | 0.00 | 48.43 | 19.96 | 12.52 | 6.49 | 4.33 | 3.24 | … | … | 47.61 | 1.59 | 2.25 | 2.75 | 2.11 | 2.19 | 0.19 | 0.91 |
Data as of 12/30/2021, 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 |
|---|---|---|---|---|
| HCPBX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
0.46%
Jun 2014 – Jun 2017 |
1.45%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPBX (THE INFLATION PROTECTED SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
6.41%
Nov 2018 – Nov 2021 |
4.69%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart