Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) | 7.51% | 21.46% | 20.50% | 12.05% | 14.87% | 14.47% | 11.71% | … | … |
Data as of 06/09/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) | 06/21/1996 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.79 | 21.46 | 20.50 | 12.05 | 14.87 | 14.47 | 11.71 | … | … | 7.51 | 14.95 | 25.34 | 31.05 | -23.94 | 25.54 | 25.16 | 26.50 | -0.52 | 27.44 | 6.19 | 7.73 | 11.57 | 29.70 | 16.80 | 4.15 | 11.82 | 40.48 | -37.92 | 8.96 | 3.54 | 9.82 | 7.58 | 30.77 | -29.83 | -19.63 | -32.07 | 28.17 | 22.99 | 4.27 | 10.53 |
| Sharpe Ratio | NA | 1.65 | 1.12 | 0.53 | 0.70 | NA | NA | … | … | 1.13 | 0.65 | 1.63 | 1.96 | -0.94 | 1.71 | 0.72 | 1.79 | -0.10 | 3.79 | 0.43 | 0.54 | 0.99 | 2.83 | 1.31 | 0.18 | 0.65 | 1.71 | -1.05 | 0.39 | 0.01 | 0.70 | 0.52 | 1.59 | -1.12 | -0.78 | -0.97 | 0.99 | 0.75 | 0.02 | 1.22 |
| Standard Deviation(%) | NA | 12.19 | 15.26 | 18.15 | 19.05 | NA | NA | … | … | 14.03 | 18.66 | 13.34 | 14.12 | 27.10 | 14.90 | 34.37 | 13.97 | 18.92 | 7.09 | 13.79 | 14.17 | 11.68 | 10.48 | 12.94 | 23.40 | 17.94 | 23.60 | 36.98 | 15.10 | 11.38 | 10.88 | 12.64 | 18.84 | 27.63 | 28.60 | 37.53 | 25.00 | 25.96 | 27.73 | 14.10 |
| Draw Down(%) | NA | 9.43 | 19.34 | 28.34 | 34.06 | NA | NA | … | … | 9.43 | 19.34 | 8.86 | 9.55 | 28.17 | 6.64 | 34.06 | 7.51 | 20.56 | 2.14 | 11.35 | 10.41 | 6.52 | 5.48 | 9.01 | 16.79 | 16.44 | 17.90 | 45.70 | 8.29 | 12.68 | 7.78 | 11.64 | 13.13 | 37.33 | 40.38 | 43.13 | 12.56 | 30.06 | 26.07 | 10.74 |
| Yield(%) | 0.00 | 0.00 | 1.40 | 3.70 | 6.55 | 9.14 | 8.25 | … | … | 0.00 | 0.22 | 1.77 | 2.54 | 5.62 | 9.96 | 7.25 | 1.62 | 7.11 | 6.73 | 7.31 | 22.36 | 2.26 | 1.37 | 1.59 | 0.96 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) |
-30.07%
Mar 2000 – Mar 2003 |
-14.47%
Sep 1997 – Sep 2002 |
-7.30%
Feb 1999 – Feb 2009 |
0.01%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEGX (THE GROWTH EQUITY PORTFOLIO HC STRATEGIC SHARES) |
25.73%
Dec 2018 – Dec 2021 |
22.49%
Feb 2009 – Feb 2014 |
17.32%
Feb 2009 – Feb 2019 |
16.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart