Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCFOX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC ADVISORS SHARES) | NA | 0.00% | 1.76% | 3.80% | 4.49% | NA | NA | … | … |
Data as of 08/04/2021, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCFOX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC ADVISORS SHARES) | 07/07/2010 | 08/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.76 | 3.80 | 4.49 | NA | NA | … | … | 0.00 | 0.00 | 5.91 | -5.31 | 3.41 | 3.85 | -7.94 | -4.99 | -1.59 | 8.49 | -3.20 | 6.37 |
| Sharpe Ratio | NA | 0.00 | -0.20 | -0.03 | -0.22 | NA | NA | … | … | 0.00 | 0.00 | 2.21 | -1.70 | 0.82 | 0.71 | -1.78 | -0.99 | -0.34 | 1.85 | -0.49 | 2.48 |
| Standard Deviation(%) | NA | 0.74 | 2.10 | 2.76 | 4.25 | NA | NA | … | … | NA | NA | 2.05 | 3.90 | 3.40 | 5.12 | 4.48 | 5.07 | 4.81 | 4.59 | 6.65 | 5.36 |
| Draw Down(%) | NA | 0.00 | 6.00 | 7.06 | 21.86 | NA | NA | … | … | 0.00 | 0.00 | 1.15 | 6.53 | 2.02 | 5.24 | 10.87 | 10.32 | 6.99 | 3.54 | 13.39 | 3.24 |
| Yield(%) | 0.00 | 0.00 | 1.44 | 3.14 | 4.75 | 3.76 | 2.82 | … | … | 0.00 | 0.00 | 1.24 | 5.59 | 5.55 | 6.08 | 5.80 | 7.81 | 6.15 | 7.11 | 7.72 | 0.82 |
Data as of 08/04/2021, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCFOX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC ADVISORS SHARES) |
0.41%
Feb 2013 – Feb 2016 |
3.63%
Feb 2011 – Feb 2016 |
4.35%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCFOX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC ADVISORS SHARES) |
9.96%
Sep 2011 – Sep 2014 |
6.98%
Sep 2011 – Sep 2016 |
5.47%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart