Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBCGX (CONSERVATIVE STRATEGY FUND B SHARES) | NA | 4.00% | 0.94% | 3.15% | 2.38% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 03/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBCGX (CONSERVATIVE STRATEGY FUND B SHARES) | 03/14/2005 | 05/12/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.00 | 0.94 | 3.15 | 2.38 | NA | NA | … | … | 2.82 | 3.22 | -3.54 | 2.47 | 3.95 | 9.21 | -0.03 | 13.73 | 19.92 | -23.80 | 6.63 | 8.82 | 5.50 |
| Sharpe Ratio | NA | 0.86 | 0.17 | 0.61 | 0.14 | NA | NA | … | … | 2.65 | 0.57 | -0.67 | 0.62 | 0.79 | 1.98 | -0.01 | 1.95 | 0.56 | -1.52 | 0.52 | 1.04 | 1.01 |
| Standard Deviation(%) | NA | 4.31 | 4.78 | 4.77 | 14.30 | NA | NA | … | … | 2.86 | 5.25 | 5.34 | 3.97 | 4.95 | 4.66 | 8.83 | 7.01 | 35.38 | 16.21 | 6.94 | 5.31 | 4.54 |
| Draw Down(%) | NA | 4.03 | 9.45 | 9.45 | 32.45 | NA | NA | … | … | 1.50 | 4.03 | 7.22 | 3.27 | 6.31 | 4.14 | 9.56 | 4.73 | 21.48 | 30.46 | 4.79 | 4.84 | 2.61 |
| Yield(%) | 0.00 | 1.30 | 3.62 | 3.55 | 2.98 | 2.55 | 1.91 | … | … | 0.73 | 0.58 | 0.59 | 9.44 | 4.25 | 1.89 | 3.48 | 5.32 | 0.22 | 1.06 | 4.13 | 2.72 | 0.39 |
Data as of 05/12/2017, Common starting date is 03/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBCGX (CONSERVATIVE STRATEGY FUND B SHARES) |
-6.73%
Feb 2006 – Feb 2009 |
1.19%
May 2007 – May 2012 |
2.47%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBCGX (CONSERVATIVE STRATEGY FUND B SHARES) |
14.74%
Feb 2009 – Feb 2012 |
10.73%
Feb 2009 – Feb 2014 |
4.33%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart