Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCSBX (THE SHORT-TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) | -0.21% | 0.52% | 1.95% | 0.66% | 1.01% | 1.02% | 0.99% | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSBX (THE SHORT-TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) | 03/27/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 0.52 | 1.95 | 0.66 | 1.01 | 1.02 | 0.99 | … | … | -0.21 | 1.96 | 1.60 | 3.07 | -2.77 | -0.23 | 2.18 | 3.00 | 1.45 | 0.86 | -0.06 | 0.68 | 0.47 | 0.52 | 1.50 | 3.01 | 0.03 | 0.98 | 1.19 | 0.80 | -0.40 |
| Sharpe Ratio | NA | -1.74 | -0.74 | -1.08 | -0.39 | NA | NA | … | … | -2.47 | -0.43 | -1.53 | -0.37 | -2.50 | -0.14 | 0.63 | 1.81 | 0.09 | 0.24 | -0.33 | 0.91 | 0.72 | 0.73 | 2.31 | 3.51 | -0.06 | 0.65 | 0.12 | -1.88 | -3.43 |
| Standard Deviation(%) | NA | 1.29 | 1.68 | 1.75 | 1.65 | NA | NA | … | … | 1.42 | 2.12 | 1.32 | 1.60 | 1.68 | 1.76 | 3.04 | 0.84 | 0.77 | 0.87 | 0.84 | 0.71 | 0.63 | 0.66 | 0.63 | 0.85 | 1.10 | 1.37 | 1.88 | 1.25 | 1.17 |
| Draw Down(%) | NA | 1.44 | 1.97 | 5.13 | 5.13 | NA | NA | … | … | 1.44 | 1.97 | 0.92 | 1.99 | 4.72 | 1.45 | 4.76 | 0.75 | 0.60 | 0.95 | 1.36 | 0.51 | 0.39 | 0.79 | 0.45 | 0.70 | 1.20 | 1.26 | 2.93 | 0.90 | 0.90 |
| Yield(%) | 0.00 | 0.00 | 1.56 | 1.35 | 1.28 | 1.37 | 1.15 | … | … | 0.00 | 1.01 | 2.40 | 1.98 | 1.15 | 0.77 | 1.17 | 1.56 | 1.24 | 1.07 | 1.05 | 1.17 | 1.17 | 1.40 | 2.57 | 2.30 | 1.11 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSBX (THE SHORT-TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) |
-1.03%
Sep 2020 – Sep 2023 |
0.22%
Sep 2017 – Sep 2022 |
0.41%
Sep 2012 – Sep 2022 |
0.75%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSBX (THE SHORT-TERM MUNICIPAL BOND PORTFOLIO HC STRATEGIC SHARES) |
2.94%
Sep 2022 – Sep 2025 |
1.53%
Jul 2007 – Jul 2012 |
1.37%
Jan 2011 – Jan 2021 |
1.17%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart