Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) | 3.69% | 5.31% | 3.76% | 0.16% | 3.07% | NA | NA | 3.48% |
Data as of 07/25/2025, AR inception is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) | 12/07/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 5.31 | 3.76 | 0.16 | 3.07 | NA | NA | 3.48 | 3.69 | 1.40 | 7.91 | -12.91 | -0.86 | 10.25 | 13.54 | -2.32 | 5.59 | 6.38 | -1.23 | 7.10 | -2.68 | 5.61 | 9.11 | -0.20 |
| Sharpe Ratio | NA | 0.42 | 0.06 | -0.33 | 0.31 | NA | NA | 0.44 | 0.70 | -1.01 | 0.53 | -1.87 | -0.20 | 1.30 | 2.90 | -1.01 | 1.62 | 1.59 | -0.26 | 2.09 | -0.56 | 1.15 | 1.46 | -0.37 |
| Standard Deviation(%) | NA | 5.11 | 6.28 | 5.92 | 5.39 | NA | NA | 5.28 | 5.19 | 5.14 | 6.93 | 7.65 | 4.50 | 7.64 | 4.18 | 3.63 | 3.07 | 3.87 | 4.74 | 3.38 | 4.88 | 4.88 | 6.22 | 8.18 |
| Draw Down(%) | NA | 4.61 | 9.58 | 19.02 | 19.02 | NA | NA | 19.02 | 2.81 | 4.66 | 6.26 | 17.75 | 5.04 | 13.49 | 2.75 | 4.22 | 1.61 | 3.80 | 4.25 | 1.84 | 7.46 | 4.12 | 2.50 | 1.82 |
| Yield(%) | 0.00 | 3.85 | 3.76 | 4.05 | 4.03 | 3.89 | 2.92 | 4.17 | 1.37 | 4.52 | 3.96 | 2.75 | 6.09 | 5.88 | 3.53 | 3.23 | 3.09 | 3.12 | 4.44 | 3.87 | 4.64 | 3.48 | 4.40 | 0.00 |
Data as of 07/25/2025, AR inception is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
-4.20%
Oct 2020 - Oct 2023 |
0.42%
Oct 2017 - Oct 2022 |
1.28%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
7.99%
Nov 2018 - Nov 2021 |
6.55%
Dec 2015 - Dec 2020 |
4.83%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart