Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLGNX (GLOBAL EQUITY RESEARCH PORTFOLIO INVESTOR CLASS) | NA | 3.03% | NA | NA | NA | NA | NA | 14.99% |
Data as of 03/01/2019, AR inception is 12/20/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLGNX (GLOBAL EQUITY RESEARCH PORTFOLIO INVESTOR CLASS) | 12/20/2016 | 03/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 3.03 | NA | NA | NA | NA | NA | 14.99 | 10.78 | -6.01 | 27.76 | -0.60 |
| Sharpe Ratio | NA | 0.12 | NA | NA | NA | NA | NA | 1.09 | 7.25 | -0.52 | 3.46 | -3.46 |
| Standard Deviation(%) | NA | 13.58 | NA | NA | NA | NA | NA | 11.50 | 11.86 | 14.20 | 7.87 | 5.07 |
| Draw Down(%) | NA | 15.46 | NA | NA | NA | NA | NA | 16.42 | 1.72 | 16.42 | 3.12 | 0.70 |
| Yield(%) | 0.00 | 8.30 | 5.10 | 3.06 | 1.53 | 1.02 | 0.76 | 7.65 | 0.00 | 8.32 | 5.05 | 0.00 |
Data as of 03/01/2019, AR inception is 12/20/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGNX (GLOBAL EQUITY RESEARCH PORTFOLIO INVESTOR CLASS) |
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 |
|---|---|---|---|---|
| HLGNX (GLOBAL EQUITY RESEARCH PORTFOLIO INVESTOR CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart