Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCVPX (THE VALUE EQUITY PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 1.75% | 6.32% | 10.12% | NA | NA | 10.08% |
Data as of 08/04/2021, AR inception is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVPX (THE VALUE 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 | 1.75 | 6.32 | 10.12 | NA | NA | 10.08 | 0.00 | 0.00 | 17.78 | -15.88 | 8.14 | 12.22 | -8.96 | 9.72 | 31.26 | 10.96 | -3.01 | 16.59 |
| Sharpe Ratio | NA | 0.00 | -0.17 | 0.14 | 0.44 | NA | NA | 0.45 | 0.00 | 0.00 | 2.29 | -0.99 | 0.88 | 0.80 | -0.58 | 0.92 | 2.90 | 0.86 | -0.13 | 2.37 |
| Standard Deviation(%) | NA | 0.00 | 8.83 | 9.86 | 13.14 | NA | NA | 13.37 | 0.00 | NA | 7.19 | 17.31 | 8.55 | 14.97 | 15.45 | 10.50 | 10.78 | 12.77 | 24.18 | 15.42 |
| Draw Down(%) | NA | 0.00 | 23.89 | 25.64 | 25.64 | NA | NA | 25.64 | 0.00 | 0.00 | 2.38 | 25.64 | 4.66 | 9.79 | 12.85 | 7.87 | 5.14 | 10.69 | 23.23 | 7.54 |
| Yield(%) | 0.00 | 0.00 | 2.25 | 4.24 | 5.81 | 4.30 | 3.23 | 5.86 | 0.00 | 0.00 | 0.48 | 7.53 | 6.95 | 6.50 | 6.17 | 2.42 | 2.75 | 3.65 | 1.35 | 0.62 |
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 |
|---|---|---|---|---|
| HCVPX (THE VALUE EQUITY PORTFOLIO HC ADVISORS SHARES) |
1.36%
Jan 2018 - Jan 2021 |
6.19%
Jul 2016 - Jul 2021 |
8.43%
Apr 2011 - Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVPX (THE VALUE EQUITY PORTFOLIO HC ADVISORS SHARES) |
23.06%
Sep 2011 - Sep 2014 |
15.97%
Sep 2011 - Sep 2016 |
11.30%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart