Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCXZ (Hercules Capital Inc) | NA | 6.41% | 5.86% | NA | NA | NA | NA | … | … |
Data as of 06/30/2021, Common starting date is 05/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCXZ (Hercules Capital Inc) | 05/07/2018 | 06/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 6.41 | 5.86 | NA | NA | NA | NA | … | … | -12.33 | 2.85 | 7.31 | -3.37 |
| Sharpe Ratio | NA | -0.57 | -0.01 | NA | NA | NA | NA | … | … | -1.26 | 0.07 | 0.61 | -0.52 |
| Standard Deviation(%) | NA | 16.15 | 25.04 | NA | NA | NA | NA | … | … | 18.61 | 39.04 | 9.71 | 12.58 |
| Draw Down(%) | NA | 15.82 | 32.13 | NA | NA | NA | NA | … | … | 13.09 | 32.13 | 3.69 | 8.07 |
| Yield(%) | 0.00 | 5.28 | 5.30 | 3.18 | 1.59 | 1.06 | 0.79 | … | … | 2.59 | 5.11 | 5.49 | 2.70 |
Data as of 06/30/2021, Common starting date is 05/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCXZ (Hercules Capital Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCXZ (Hercules Capital Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart