Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HXIAX (HARVEST FUNDS INTERMEDIATE BOND CLASS A SHARES) | NA | -14.41% | -1.88% | 0.93% | NA | NA | NA | … | … |
Data as of 05/23/2022, Common starting date is 02/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HXIAX (HARVEST FUNDS INTERMEDIATE BOND CLASS A SHARES) | 02/28/2013 | 05/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.41 | -1.88 | 0.93 | NA | NA | NA | … | … | -9.47 | -7.33 | 6.05 | 10.85 | -1.32 | 10.12 | 4.32 | 4.20 | 5.08 | 5.99 |
| Sharpe Ratio | NA | -2.82 | -0.43 | 0.05 | NA | NA | NA | … | … | -4.57 | -1.69 | 0.81 | 3.52 | -1.36 | 5.96 | 1.80 | 1.18 | 1.93 | 2.08 |
| Standard Deviation(%) | NA | 5.10 | 5.33 | 4.34 | NA | NA | NA | … | … | 5.01 | 4.35 | 7.16 | 2.68 | 1.95 | 1.60 | 2.28 | 3.55 | 2.63 | 3.43 |
| Draw Down(%) | NA | 15.90 | 15.90 | 15.90 | NA | NA | NA | … | … | 9.69 | 9.82 | 15.33 | 2.27 | 4.28 | 0.69 | 3.28 | 4.73 | 3.04 | 6.35 |
| Yield(%) | 0.00 | 2.95 | 4.37 | 5.08 | 4.80 | 3.20 | 2.40 | … | … | 0.67 | 3.75 | 3.82 | 6.82 | 3.98 | 8.67 | 4.31 | 4.97 | 6.25 | 5.37 |
Data as of 05/23/2022, Common starting date is 02/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HXIAX (HARVEST FUNDS INTERMEDIATE BOND CLASS A SHARES) |
-1.57%
Apr 2019 – Apr 2022 |
1.18%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HXIAX (HARVEST FUNDS INTERMEDIATE BOND CLASS A SHARES) |
7.54%
Aug 2013 – Aug 2016 |
6.35%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart