Hancock Horizon US Small Cap Instl (HSCIX)

Basic Info

Hancock Horizon US Small Cap Instl started on 01/02/2014
Hancock Horizon US Small Cap Instl is classified as asset class SMALL BLEND
Hancock Horizon US Small Cap Instl expense ratio is 1.10%

Hancock Horizon US Small Cap Instl rating is
Not Rated

Hancock Horizon US Small Cap Instl (HSCIX) Dividend Info

Hancock Horizon US Small Cap Instl (HSCIX) dividend growth in the last 12 months is 9100.00%

The trailing 12-month yield of Hancock Horizon US Small Cap Instl is 0.06%. its dividend history:

DateDividend
12/28/2018 0.01
12/20/2018 0.91
12/28/2017 0.01
12/29/2016 0.11
12/30/2015 0.03
12/30/2014 0.01

Return Calculator for Hancock Horizon US Small Cap Instl (HSCIX)

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Hancock Horizon US Small Cap Instl (HSCIX) Historical Returns And Risk Info

From 01/02/2014 to 12/13/2019, the compound annualized total return (dividend reinvested) of  Hancock Horizon US Small Cap Instl (HSCIX) is 2.243%. Its cumulative total return (dividend reinvested) is 14.085%.

From 01/02/2014 to 12/13/2019, the Maximum Drawdown of Hancock Horizon US Small Cap Instl (HSCIX) is 31.6%.

From 01/02/2014 to 12/13/2019, the Sharpe Ratio of Hancock Horizon US Small Cap Instl (HSCIX) is 0.1.

From 01/02/2014 to 12/13/2019, the Annualized Standard Deviation of Hancock Horizon US Small Cap Instl (HSCIX) is 16.4%.

From 01/02/2014 to 12/13/2019, the Beta of Hancock Horizon US Small Cap Instl (HSCIX) is 1.03.

Last 1 Week* 1 Yr 3 Yr 5 Yr Inception** 2019 2018 2017 2016 2015 2014
Annualized Return(%) 0.0 8.9 -0.6 2.1 2.0 15.8 -24.0 4.9 19.9 3.3 -0.3
Sharpe Ratio NA 0.53 -0.24 0.17 0.1 0.88 -1.32 0.35 1.24 0.19 -0.02
Draw Down(%) NA 13.5 31.6 31.6 31.6 13.5 31.6 9.2 11.4 12.7 16.1
Standard Deviation(%) NA 18.0 16.5 16.5 16.4 17.3 19.2 12.3 15.9 17.0 15.9
Treynor Ratio NA 0.09 -0.04 0.03 0.02 0.14 -0.23 0.04 0.23 0.03 0.0
Alpha NA -0.03 -0.05 -0.02 -0.02 -0.04 -0.07 -0.05 0.02 0.03 -0.03
Beta NA 1.04 1.08 1.02 1.03 1.08 1.08 1.11 0.86 1.06 1.06
RSquare NA 0.88 0.88 0.87 0.88 0.88 0.91 0.83 0.83 0.92 0.91

Hancock Horizon US Small Cap Instl (HSCIX) Historical Return Chart

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Hancock Horizon US Small Cap Instl (HSCIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio’s risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description. 


From 01/02/2014 to 12/13/2019, the worst annualized return of 3-year rolling returns for Hancock Horizon US Small Cap Instl (HSCIX) is -0.57%.


From 01/02/2014 to 12/13/2019, the worst annualized return of 5-year rolling returns for Hancock Horizon US Small Cap Instl (HSCIX) is 0.78%.


From 01/02/2014 to 12/13/2019, the worst annualized return of 10-year rolling returns for Hancock Horizon US Small Cap Instl (HSCIX) is NA.


From 01/02/2014 to 12/13/2019, the worst annualized return of 20-year rolling returns for Hancock Horizon US Small Cap Instl (HSCIX) is NA.

Hancock Horizon US Small Cap Instl(HSCIX) Maximum Drawdown Analysis

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