Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HSCAX (SMALL CAP CORE FUND SMALL CAP CORE FUND – RETAIL CLASS C) NA 11.93% -2.64% 3.68% 1.30% NA NA
Data as of 12/13/2019, Common starting date is 03/19/2007
More Performance Analytics Comparison
Name Start Date End Date
HSCAX (SMALL CAP CORE FUND SMALL CAP CORE FUND – RETAIL CLASS C) 03/19/2007 12/13/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 11.93 -2.64 3.68 1.30 NA NA 15.35 -23.11 4.64 19.62 3.09 -25.26 5.60 17.01 -4.89 34.32 19.42 -32.69 -16.57
Sharpe Ratio NA 0.58 -0.23 0.17 -0.10 NA NA 0.85 -1.27 0.32 1.20 0.18 -0.13 13.33 1.00 -0.15 1.29 0.53 -0.72 -1.05
Standard Deviation(%) NA 18.04 16.49 16.54 20.17 NA NA 17.25 19.29 12.39 16.08 16.96 32.63 12.51 17.16 33.23 26.58 36.27 46.37 22.35
Draw Down(%) NA 13.57 31.71 31.71 34.09 NA NA 13.57 31.71 9.30 11.32 12.73 34.09 0.73 12.83 30.90 21.49 36.63 50.66 26.18
Yield(%) 0.00 7.18 2.08 1.62 0.77 0.39 0.29 0.00 5.64 0.00 0.44 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/13/2019, Common starting date is 03/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSCAX (SMALL CAP CORE FUND SMALL CAP CORE FUND – RETAIL CLASS C) -2.21%
Aug 2016 – Aug 2019
0.34%
May 2014 – May 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSCAX (SMALL CAP CORE FUND SMALL CAP CORE FUND – RETAIL CLASS C) 10.55%
Jan 2015 – Jan 2018
3.04%
Sep 2014 – Sep 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return