Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSAMX (MODERATE STRATEGY FUND A SHARES) | NA | 9.33% | 2.75% | 5.73% | 3.28% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 03/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSAMX (MODERATE STRATEGY FUND A SHARES) | 03/14/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.33 | 2.75 | 5.73 | 3.28 | NA | NA | … | … | 4.49 | 5.92 | -1.93 | 2.17 | 9.63 | 11.84 | -1.83 | 14.48 | 26.46 | -30.84 | 9.50 | 12.23 | 8.11 |
| Sharpe Ratio | NA | 1.35 | 0.33 | 0.72 | 0.23 | NA | NA | … | … | 3.16 | 0.63 | -0.22 | 0.35 | 1.41 | 1.68 | -0.13 | 1.41 | 1.36 | -1.31 | 0.64 | 1.18 | 1.25 |
| Standard Deviation(%) | NA | 6.71 | 7.95 | 7.56 | 12.91 | NA | NA | … | … | 3.95 | 9.09 | 8.82 | 6.08 | 6.79 | 7.07 | 14.09 | 10.18 | 19.38 | 24.10 | 10.16 | 7.59 | 6.31 |
| Draw Down(%) | NA | 3.90 | 13.62 | 13.62 | 41.81 | NA | NA | … | … | 1.39 | 7.95 | 10.29 | 5.25 | 7.08 | 6.55 | 14.81 | 7.66 | 15.82 | 39.29 | 6.89 | 7.20 | 3.55 |
| Yield(%) | 0.00 | 4.89 | 6.29 | 6.01 | 4.07 | 3.63 | 2.72 | … | … | 3.32 | 1.72 | 1.67 | 13.64 | 6.25 | 2.38 | 3.97 | 3.55 | 0.47 | 1.24 | 5.87 | 2.48 | 0.50 |
Data as of 05/12/2017, Common starting date is 03/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSAMX (MODERATE STRATEGY FUND A SHARES) |
-9.21%
Feb 2006 – Feb 2009 |
0.22%
May 2007 – May 2012 |
3.23%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSAMX (MODERATE STRATEGY FUND A SHARES) |
18.38%
Feb 2009 – Feb 2012 |
14.02%
Feb 2009 – Feb 2014 |
5.67%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart