Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSCMX (MODERATE STRATEGY FUND C SHARES) | NA | 7.80% | 1.77% | 4.80% | 2.53% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSCMX (MODERATE STRATEGY FUND C SHARES) | 05/10/2005 | 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 | 7.80 | 1.77 | 4.80 | 2.53 | NA | NA | … | … | 3.61 | 5.20 | -2.89 | 1.65 | 8.76 | 10.96 | -2.55 | 13.73 | 26.14 | -31.21 | 8.72 | 11.38 | 7.01 |
| Sharpe Ratio | NA | 1.12 | 0.21 | 0.60 | 0.17 | NA | NA | … | … | 2.37 | 0.55 | -0.33 | 0.27 | 1.31 | 1.56 | -0.18 | 1.34 | 1.35 | -1.33 | 0.56 | 1.08 | 1.52 |
| Standard Deviation(%) | NA | 6.69 | 7.93 | 7.53 | 12.85 | NA | NA | … | … | 4.16 | 8.97 | 8.86 | 6.07 | 6.66 | 7.03 | 13.99 | 10.15 | 19.23 | 24.07 | 10.21 | 7.49 | 5.71 |
| Draw Down(%) | NA | 3.78 | 14.09 | 14.09 | 42.29 | NA | NA | … | … | 1.45 | 7.80 | 10.58 | 5.29 | 7.14 | 6.65 | 15.14 | 7.49 | 15.96 | 39.72 | 6.96 | 7.27 | 3.62 |
| Yield(%) | 0.00 | 4.21 | 5.87 | 5.47 | 3.62 | 3.14 | 2.36 | … | … | 3.16 | 1.02 | 1.21 | 13.36 | 5.76 | 1.64 | 3.37 | 3.28 | 0.29 | 0.76 | 5.31 | 1.76 | 0.31 |
Data as of 05/12/2017, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSCMX (MODERATE STRATEGY FUND C SHARES) |
-9.85%
Feb 2006 – Feb 2009 |
-0.36%
May 2007 – May 2012 |
2.56%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSCMX (MODERATE STRATEGY FUND C SHARES) |
17.78%
Feb 2009 – Feb 2012 |
13.36%
Feb 2009 – Feb 2014 |
4.33%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart