Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCREX (THE REAL ESTATE SECURITIES PORTFOLIO HC STRATEGIC SHARES) | NA | -31.46% | -9.21% | -8.18% | NA | NA | NA | -12.02% |
Data as of 05/11/2020, AR inception is 05/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCREX (THE REAL ESTATE SECURITIES PORTFOLIO HC STRATEGIC SHARES) | 05/08/2013 | 05/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.46 | -9.21 | -8.18 | NA | NA | NA | -12.02 | -21.43 | 1.45 | -6.44 | 2.43 | -7.99 | -6.85 | 22.18 | -48.98 |
| Sharpe Ratio | NA | -1.26 | -1.13 | -1.31 | NA | NA | NA | -1.00 | -1.05 | -0.89 | -1.80 | -1.66 | -2.18 | -1.29 | 0.32 | -0.99 |
| Standard Deviation(%) | NA | 43.16 | 27.25 | 24.19 | NA | NA | NA | 34.04 | 61.03 | 24.37 | 15.55 | 10.16 | 19.28 | 19.63 | 11.52 | 87.37 |
| Draw Down(%) | NA | 50.98 | 50.98 | 50.98 | NA | NA | NA | 67.77 | 42.05 | 23.53 | 14.24 | 5.81 | 19.66 | 15.38 | 7.44 | 50.46 |
| 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 |
Data as of 05/11/2020, AR inception is 05/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCREX (THE REAL ESTATE SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
-14.53%
Jun 2013 - Jun 2016 |
-11.25%
Jun 2013 - Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCREX (THE REAL ESTATE SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
8.11%
Jul 2013 - Jul 2016 |
2.20%
Sep 2014 - Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart