Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HXIIX (HARVEST FUNDS INTERMEDIATE BOND INSTITUTIONAL SHARES) | NA | -14.14% | -1.63% | 1.16% | 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 |
|---|---|---|
| HXIIX (HARVEST FUNDS INTERMEDIATE BOND INSTITUTIONAL 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 (%) | -0.12 | -14.14 | -1.63 | 1.16 | NA | NA | NA | … | … | -9.43 | -7.19 | 6.23 | 11.07 | -1.07 | 10.45 | 4.21 | 4.55 | 5.27 | 5.98 |
| Sharpe Ratio | NA | -2.82 | -0.38 | 0.10 | NA | NA | NA | … | … | -4.61 | -1.66 | 0.83 | 3.53 | -1.28 | 5.86 | 1.70 | 1.29 | 1.96 | 2.08 |
| Standard Deviation(%) | NA | 5.04 | 5.33 | 4.33 | NA | NA | NA | … | … | 4.95 | 4.35 | 7.18 | 2.74 | 1.88 | 1.68 | 2.35 | 3.51 | 2.68 | 3.42 |
| Draw Down(%) | NA | 15.77 | 15.77 | 15.77 | NA | NA | NA | … | … | 9.65 | 9.85 | 15.29 | 2.26 | 4.17 | 0.59 | 3.30 | 4.57 | 3.02 | 6.35 |
| Yield(%) | 0.00 | 3.21 | 4.64 | 5.34 | 5.00 | 3.33 | 2.50 | … | … | 0.75 | 4.03 | 4.10 | 7.12 | 4.23 | 8.97 | 4.51 | 5.21 | 6.43 | 5.36 |
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 |
|---|---|---|---|---|
| HXIIX (HARVEST FUNDS INTERMEDIATE BOND INSTITUTIONAL SHARES) |
-1.34%
Apr 2019 – Apr 2022 |
1.41%
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 |
|---|---|---|---|---|
| HXIIX (HARVEST FUNDS INTERMEDIATE BOND INSTITUTIONAL SHARES) |
7.70%
Aug 2013 – Aug 2016 |
6.55%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart