Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCSCX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC STRATEGIC SHARES) | NA | -27.54% | -16.75% | -9.84% | -1.82% | NA | NA | … | … |
Data as of 05/11/2020, Common starting date is 08/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSCX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC STRATEGIC SHARES) | 08/21/2008 | 05/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.54 | -16.75 | -9.84 | -1.82 | NA | NA | … | … | -26.15 | 12.18 | -30.64 | 5.47 | 11.11 | -9.04 | -4.09 | 15.99 | 15.58 | -6.42 | 23.76 | 26.60 | -33.59 |
| Sharpe Ratio | NA | -0.78 | -0.56 | -0.39 | -0.09 | NA | NA | … | … | -0.96 | 0.53 | -0.91 | 0.33 | 0.61 | -0.55 | -0.23 | 0.70 | 0.91 | -0.20 | 0.99 | 0.83 | -1.07 |
| Standard Deviation(%) | NA | 39.88 | 32.07 | 27.01 | 25.00 | NA | NA | … | … | 59.91 | 20.28 | 35.14 | 14.57 | 17.68 | 16.38 | 17.59 | 22.67 | 17.16 | 32.09 | 23.92 | 31.97 | 63.95 |
| Draw Down(%) | NA | 48.09 | 61.38 | 61.38 | 61.38 | NA | NA | … | … | 43.09 | 11.67 | 44.46 | 9.10 | 16.36 | 16.46 | 13.58 | 18.57 | 13.39 | 27.79 | 19.66 | 29.24 | 49.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 |
Data as of 05/11/2020, Common starting date is 08/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSCX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC STRATEGIC SHARES) |
-18.82%
Mar 2017 – Mar 2020 |
-11.56%
Mar 2015 – Mar 2020 |
-2.49%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSCX (THE INSTITUTIONAL SMALL CAPITALIZATION – MID CAPITALIZATION EQUITY PORTFOLIO HC STRATEGIC SHARES) |
25.98%
Feb 2009 – Feb 2012 |
19.81%
Feb 2009 – Feb 2014 |
8.08%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart