Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCAGX (AGGRESSIVE STRATEGY FUND C SHARES) | NA | 13.64% | 2.80% | 7.71% | 2.61% | NA | NA | … | … |
Data as of 05/12/2017, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCAGX (AGGRESSIVE STRATEGY FUND C SHARES) | 05/10/2005 | 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 | 13.64 | 2.80 | 7.71 | 2.61 | NA | NA | … | … | 6.03 | 7.18 | -5.10 | 2.35 | 22.16 | 12.84 | -8.74 | 13.90 | 35.52 | -42.30 | 13.69 | 15.43 | 12.04 |
| Sharpe Ratio | NA | 1.28 | 0.21 | 0.58 | 0.11 | NA | NA | … | … | 2.68 | 0.50 | -0.34 | 0.22 | 2.03 | 1.04 | -0.36 | 0.81 | 1.31 | -1.09 | 0.66 | 1.01 | 1.79 |
| Standard Deviation(%) | NA | 10.44 | 12.94 | 12.48 | 20.75 | NA | NA | … | … | 6.41 | 13.97 | 14.90 | 10.47 | 10.88 | 12.37 | 24.09 | 17.14 | 27.13 | 39.66 | 16.32 | 12.01 | 9.39 |
| Draw Down(%) | NA | 6.69 | 20.06 | 20.06 | 55.87 | NA | NA | … | … | 1.47 | 11.35 | 15.03 | 9.37 | 7.73 | 11.73 | 24.62 | 13.65 | 23.24 | 52.37 | 11.09 | 11.78 | 5.51 |
| Yield(%) | 0.00 | 8.19 | 10.61 | 9.58 | 4.69 | 4.40 | 3.30 | … | … | 7.28 | 0.39 | 0.06 | 26.41 | 7.30 | 0.00 | 0.30 | 0.46 | 0.00 | 0.00 | 7.04 | 0.00 | 0.54 |
Data as of 05/12/2017, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAGX (AGGRESSIVE STRATEGY FUND C SHARES) |
-14.68%
Feb 2006 – Feb 2009 |
-3.35%
May 2007 – May 2012 |
2.41%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAGX (AGGRESSIVE STRATEGY FUND C SHARES) |
21.96%
Feb 2009 – Feb 2012 |
17.70%
Feb 2009 – Feb 2014 |
5.33%
Jun 2005 – Jun 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart