Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLRGX (GLOBAL EQUITY RESEARCH PORTFOLIO INSTITUTIONAL CLASS) | NA | -10.97% | -4.51% | 4.25% | NA | NA | NA | … | … |
Data as of 01/30/2024, Common starting date is 12/20/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLRGX (GLOBAL EQUITY RESEARCH PORTFOLIO INSTITUTIONAL CLASS) | 12/20/2016 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.72 | -10.97 | -4.51 | 4.25 | NA | NA | NA | … | … | -16.01 | 14.45 | -19.64 | 13.65 | 19.31 | 25.91 | -5.92 | 28.27 | -0.60 |
| Sharpe Ratio | NA | -0.75 | -0.32 | 0.14 | NA | NA | NA | … | … | -1.63 | 0.80 | -0.93 | 1.16 | 0.67 | 2.26 | -0.51 | 3.51 | -3.90 |
| Standard Deviation(%) | NA | 20.26 | 18.85 | 19.86 | NA | NA | NA | … | … | 56.72 | 12.91 | 22.67 | 11.74 | 28.17 | 10.82 | 14.19 | 7.91 | 5.07 |
| Draw Down(%) | NA | 16.07 | 30.71 | 31.41 | NA | NA | NA | … | … | 16.01 | 13.42 | 29.43 | 5.90 | 31.41 | 7.31 | 16.40 | 3.11 | 0.70 |
| Yield(%) | 0.00 | 1.24 | 5.99 | 6.59 | 5.24 | 3.50 | 2.62 | … | … | 0.00 | 1.34 | 4.88 | 12.21 | 2.97 | 6.59 | 8.36 | 5.04 | 0.00 |
Data as of 01/30/2024, Common starting date is 12/20/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLRGX (GLOBAL EQUITY RESEARCH PORTFOLIO INSTITUTIONAL CLASS) |
1.24%
Sep 2019 – Sep 2022 |
3.99%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLRGX (GLOBAL EQUITY RESEARCH PORTFOLIO INSTITUTIONAL CLASS) |
19.52%
Dec 2018 – Dec 2021 |
13.43%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart