Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCSGX (THE ESG GROWTH PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | -0.90% | 4.60% | NA | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 07/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSGX (THE ESG GROWTH PORTFOLIO HC ADVISORS SHARES) | 07/14/2015 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -0.90 | 4.60 | NA | NA | NA | … | … | 0.00 | 0.00 | 8.64 | -14.22 | 18.97 | 4.84 | -7.00 |
| Sharpe Ratio | NA | 0.00 | -0.43 | 0.18 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.91 | -1.00 | 2.84 | 0.31 | -0.70 |
| Standard Deviation(%) | NA | 0.00 | 8.14 | 8.82 | NA | NA | NA | … | … | 0.00 | NA | 8.05 | 15.57 | 6.48 | 14.97 | 20.47 |
| Draw Down(%) | NA | 0.00 | 21.28 | 23.57 | NA | NA | NA | … | … | 0.00 | 0.00 | 7.82 | 23.57 | 3.46 | 9.68 | 12.20 |
| Yield(%) | 0.00 | 0.00 | 1.69 | 2.46 | 1.43 | 0.96 | 0.72 | … | … | 0.00 | 0.00 | 0.68 | 5.95 | 3.03 | 3.01 | 0.96 |
Data as of 08/04/2021, Common starting date is 07/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSGX (THE ESG GROWTH PORTFOLIO HC ADVISORS SHARES) |
-1.46%
Jan 2018 – Jan 2021 |
4.43%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSGX (THE ESG GROWTH PORTFOLIO HC ADVISORS SHARES) |
12.89%
Sep 2015 – Sep 2018 |
6.86%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart