Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS D SHARES) | NA | -12.51% | 3.66% | 1.67% | 7.35% | 7.03% | NA | 9.32% |
Data as of 01/07/2022, AR inception is 01/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS D SHARES) | 01/08/2002 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.51 | 3.66 | 1.67 | 7.35 | 7.03 | NA | 9.32 | 0.00 | -7.84 | 6.72 | 17.35 | -15.57 | 10.10 | 21.11 | -2.05 | -1.23 | 39.43 | 17.31 | 6.36 | 20.90 | 31.63 | -25.13 | 2.74 | 16.65 | 6.30 | 24.37 | 34.64 | -2.38 |
| Sharpe Ratio | NA | -0.43 | 0.10 | 0.02 | 0.32 | NA | NA | 0.35 | NA | -0.29 | 0.14 | 0.97 | -0.97 | 0.74 | 1.21 | -0.13 | -0.08 | 2.78 | 1.10 | 0.21 | 0.94 | 1.01 | -0.63 | -0.01 | 0.77 | 0.27 | 1.63 | 2.62 | -0.19 |
| Standard Deviation(%) | NA | 29.11 | 32.19 | 26.82 | 22.03 | NA | NA | 23.00 | NA | 29.18 | 44.60 | 16.43 | 17.46 | 12.93 | 17.15 | 16.05 | 15.67 | 14.16 | 15.88 | 30.86 | 22.08 | 31.20 | 41.24 | 19.50 | 17.44 | 15.30 | 14.39 | 12.98 | 18.09 |
| Draw Down(%) | NA | 23.95 | 47.65 | 52.19 | 52.19 | NA | NA | 52.19 | NA | 25.34 | 47.65 | 12.15 | 28.11 | 6.42 | 14.01 | 13.21 | 15.02 | 5.55 | 10.25 | 24.62 | 17.65 | 27.57 | 46.99 | 13.65 | 15.68 | 12.24 | 9.89 | 11.96 | 27.91 |
| Yield(%) | 0.00 | 22.11 | 19.14 | 13.89 | 13.06 | 11.41 | 16.80 | 17.68 | 0.00 | 23.69 | 8.50 | 33.12 | 22.31 | 8.50 | 0.00 | 0.78 | 2.15 | 0.51 | 2.31 | 7.57 | 1.19 | 0.00 | 1.29 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2022, AR inception is 01/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS D SHARES) |
-11.76%
Mar 2017 - Mar 2020 |
-5.11%
Mar 2015 - Mar 2020 |
5.16%
Mar 2010 - Mar 2020 |
5.10%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYBUX (HANCOCK HORIZON BURKENROAD SMALL CAP FUND CLASS D SHARES) |
30.24%
Feb 2009 - Feb 2012 |
27.46%
Feb 2009 - Feb 2014 |
15.43%
Feb 2009 - Feb 2019 |
12.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart