Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCSAX (THE SMALL CAPITALIZATION - MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | -1.43% | 5.66% | 9.15% | NA | NA | 9.98% |
Data as of 08/04/2021, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSAX (THE SMALL CAPITALIZATION - MID CAPITALIZATION 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 | -1.43 | 5.66 | 9.15 | NA | NA | 9.98 | 0.00 | 0.00 | 17.84 | -19.00 | 14.68 | 14.00 | -4.40 | 7.91 | 38.97 | 15.66 | -5.98 | 27.67 |
| Sharpe Ratio | NA | -3,126.72 | -0.45 | 0.20 | 0.45 | NA | NA | 0.49 | -1,334.19 | 0.00 | 1.79 | -0.92 | 1.26 | 0.79 | -0.30 | 0.56 | 2.88 | 0.94 | -0.19 | 3.08 |
| Standard Deviation(%) | NA | 0.00 | 12.12 | 12.47 | 16.37 | NA | NA | 16.82 | 0.00 | NA | 9.26 | 22.16 | 11.21 | 17.47 | 14.58 | 14.21 | 13.50 | 16.82 | 32.09 | 20.86 |
| Draw Down(%) | NA | 0.00 | 34.18 | 34.18 | 34.18 | NA | NA | 34.18 | 0.00 | 0.00 | 4.98 | 34.18 | 5.91 | 16.11 | 14.56 | 11.66 | 4.93 | 12.42 | 28.54 | 9.67 |
| Yield(%) | 0.00 | 0.00 | 2.83 | 2.44 | 2.42 | 1.94 | 1.46 | 2.65 | 0.00 | 0.00 | 0.16 | 9.48 | 0.23 | 0.08 | 0.00 | 0.13 | 0.54 | 1.11 | 0.41 | 0.30 |
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 |
|---|---|---|---|---|
| HCSAX (THE SMALL CAPITALIZATION - MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) |
-0.95%
Jul 2018 - Jul 2021 |
4.13%
Dec 2013 - Dec 2018 |
7.32%
Apr 2011 - Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSAX (THE SMALL CAPITALIZATION - MID CAPITALIZATION EQUITY PORTFOLIO HC ADVISORS SHARES) |
22.86%
Sep 2011 - Sep 2014 |
16.07%
Aug 2010 - Aug 2015 |
11.28%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart