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HHGTX: HANCOCK HORIZON VALUE FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/05/2000 |
| Last Dividend Date: | 01/24/2017 |
| 12-Mo. Yield | 6.29% |
| Expenses | 1.03% |
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Performance Analytics (As of 05/26/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/05/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.0 | 9.0 | 2.6 | 11.2 | 3.9 | 7.0 | 7.5 | -4.5 | 15.3 | -6.6 | 7.2 | 38.7 | 12.4 | 0.9 | 15.8 | 12.4 | -34.5 | 9.3 | 18.4 | 11.4 | 23.3 | 28.0 | -7.2 | -3.6 | 13.4 |
| Sharpe Ratio | NA | 0.68 | 0.17 | 0.77 | 0.17 | NA | 0.35 | -1.17 | 0.94 | -0.4 | 0.57 | 2.99 | 0.87 | 0.04 | 0.83 | 0.53 | -0.93 | 0.36 | 1.12 | 0.68 | 1.77 | 1.99 | -0.4 | -0.39 | 1.42 |
| Draw Down(%) | NA | 8.3 | 20.6 | 20.6 | 51.8 | NA | 51.8 | 6.5 | 12.6 | 13.9 | 11.2 | 5.3 | 12.5 | 23.0 | 14.4 | 25.0 | 45.0 | 12.4 | 11.7 | 9.3 | 10.0 | 11.1 | 27.0 | 19.5 | 10.3 |
| Standard Deviation(%) | NA | 12.7 | 14.8 | 14.4 | 20.8 | NA | 18.7 | 9.7 | 16.0 | 16.6 | 12.6 | 12.9 | 14.3 | 24.7 | 19.0 | 23.3 | 38.0 | 17.4 | 13.4 | 13.4 | 12.6 | 13.7 | 21.0 | 15.8 | 17.4 |
| Treynor Ratio | NA | 0.09 | 0.02 | 0.1 | 0.04 | NA | 0.07 | -0.45 | 0.13 | -0.06 | 0.06 | 0.35 | 0.11 | 0.01 | 0.15 | 0.17 | -0.42 | 0.06 | 0.12 | 0.08 | 0.2 | 0.36 | -0.12 | -0.09 | 0.25 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | 0.0 | NA | 0.01 | -0.05 | -0.01 | -0.02 | -0.03 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.04 | -0.03 | 0.01 | 0.02 | 0.01 | 0.03 | 0.02 | 0.03 |
| Beta | NA | 0.98 | 1.05 | 1.07 | 0.89 | NA | 0.87 | 0.25 | 1.16 | 1.05 | 1.11 | 1.09 | 1.09 | 1.02 | 1.02 | 0.71 | 0.84 | 0.99 | 1.29 | 1.19 | 1.12 | 0.76 | 0.7 | 0.66 | 1.0 |
| RSquared | NA | 0.6 | 0.85 | 0.88 | 0.9 | NA | 0.87 | 0.04 | 0.92 | 0.94 | 0.91 | 0.89 | 0.94 | 0.97 | 0.97 | 0.93 | 0.92 | 0.93 | 0.83 | 0.89 | 0.89 | 0.9 | 0.84 | 0.71 | 0.75 |
| Yield(%) | N/A | 6.3 | 10.1 | 11.4 | 5.5 | 7.5 | N/A | 3.8 | 2.3 | 12.0 | 15.4 | 12.1 | 0.9 | 1.5 | 1.4 | 1.5 | 1.4 | 10.0 | 7.8 | 9.0 | 3.4 | 1.0 | 0.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -56.6 | 168.1 | 222.7 | N/A | N/A | N/A | 87.6 | -84.2 | -27.8 | 54.3 | 1386.5 | -37.5 | 20.4 | 0.4 | -27.0 | -86.4 | 39.7 | -8.2 | 211.4 | 313.5 | 109.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2000
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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