Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HHBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS A SHARES) | NA | -10.56% | 4.62% | 2.21% | 7.77% | 7.38% | NA | 9.67% |
Data as of 01/07/2022, AR inception is 01/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HHBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS A SHARES) | 01/08/2002 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.56 | 4.62 | 2.21 | 7.77 | 7.38 | NA | 9.67 | 0.00 | -5.77 | 7.04 | 17.68 | -15.89 | 10.38 | 21.41 | -1.79 | -0.96 | 39.76 | 17.58 | 6.63 | 21.06 | 31.97 | -24.97 | 2.97 | 16.82 | 6.51 | 24.91 | 34.89 | -2.31 |
| Sharpe Ratio | NA | -0.38 | 0.13 | 0.04 | 0.34 | NA | NA | 0.36 | NA | -0.22 | 0.15 | 0.99 | -0.99 | 0.76 | 1.22 | -0.11 | -0.06 | 2.81 | 1.11 | 0.21 | 0.95 | 1.02 | -0.63 | 0.00 | 0.78 | 0.28 | 1.67 | 2.62 | -0.19 |
| Standard Deviation(%) | NA | 27.78 | 31.78 | 26.53 | 21.85 | NA | NA | 22.92 | NA | 27.87 | 44.58 | 16.43 | 17.46 | 12.92 | 17.25 | 16.04 | 15.65 | 14.16 | 15.89 | 30.85 | 22.10 | 31.24 | 41.26 | 19.47 | 17.43 | 15.29 | 14.38 | 13.03 | 18.10 |
| Draw Down(%) | NA | 21.72 | 47.65 | 52.22 | 52.22 | NA | NA | 52.22 | NA | 23.15 | 47.65 | 12.08 | 28.38 | 6.33 | 13.99 | 13.17 | 14.95 | 5.53 | 10.22 | 24.57 | 17.68 | 27.55 | 46.94 | 13.57 | 15.68 | 12.20 | 9.85 | 11.96 | 27.95 |
| Yield(%) | 0.00 | 20.44 | 18.25 | 13.44 | 12.80 | 11.33 | 16.84 | 17.73 | 0.00 | 21.90 | 7.94 | 31.58 | 21.43 | 8.24 | 0.00 | 0.76 | 2.10 | 0.50 | 2.50 | 7.44 | 1.29 | 0.00 | 1.27 | 1.43 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 |
Data as of 01/07/2022, AR inception is 01/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HHBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS A SHARES) |
-11.71%
Mar 2017 - Mar 2020 |
-4.98%
Mar 2015 - Mar 2020 |
5.35%
Mar 2010 - Mar 2020 |
5.30%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HHBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS A SHARES) |
30.51%
Feb 2009 - Feb 2012 |
27.74%
Feb 2009 - Feb 2014 |
15.63%
Feb 2009 - Feb 2019 |
13.03%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart