Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCHYX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC STRATEGIC SHARES) | 0.93% | 2.43% | 6.75% | 3.53% | 5.91% | 5.49% | 4.47% | … | … |
Data as of 06/10/2026, Common starting date is 10/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCHYX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC STRATEGIC SHARES) | 10/10/2000 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 2.43 | 6.75 | 3.53 | 5.91 | 5.49 | 4.47 | … | … | 0.93 | 3.68 | 8.57 | 13.55 | -11.13 | 8.44 | 11.71 | 11.21 | 0.25 | 8.97 | 10.28 | -2.32 | 2.80 | 4.67 | 16.02 | 4.58 | 9.05 | 25.37 | -25.31 | -4.74 | 2.43 | -5.61 | 1.68 | 14.88 | -12.16 | -14.04 | -9.37 |
| Sharpe Ratio | NA | -0.04 | 0.67 | 0.16 | 0.70 | NA | NA | … | … | 0.00 | 0.15 | 0.93 | 1.57 | -1.23 | 1.62 | 1.09 | 3.94 | -0.48 | 4.41 | 2.35 | -0.66 | 0.84 | 1.26 | 5.52 | 0.85 | 1.68 | 3.64 | -2.63 | -1.41 | -0.26 | -1.58 | 0.17 | 3.13 | -2.40 | -2.03 | -5.48 |
| Standard Deviation(%) | NA | 5.28 | 5.56 | 6.75 | 6.12 | NA | NA | … | … | 5.18 | 5.50 | 5.34 | 6.37 | 10.24 | 5.19 | 10.50 | 2.47 | 2.36 | 1.89 | 4.27 | 3.55 | 3.30 | 3.69 | 2.92 | 5.38 | 5.33 | 6.93 | 9.95 | 5.62 | 3.86 | 4.96 | 4.05 | 4.53 | 5.54 | 8.27 | 7.32 |
| Draw Down(%) | NA | 4.14 | 4.81 | 15.01 | 15.01 | NA | NA | … | … | 4.14 | 3.68 | 3.19 | 4.81 | 15.01 | 2.40 | 9.89 | 1.14 | 3.09 | 1.30 | 5.24 | 7.58 | 6.06 | 6.86 | 2.86 | 9.94 | 6.09 | 7.45 | 28.91 | 8.50 | 4.51 | 6.45 | 5.92 | 4.38 | 18.28 | 21.67 | 11.71 |
| Yield(%) | 0.00 | 0.00 | 3.26 | 4.26 | 4.80 | 5.05 | 4.12 | … | … | 0.00 | 0.38 | 4.19 | 6.51 | 1.90 | 10.89 | 0.27 | 6.09 | 5.59 | 5.55 | 6.08 | 5.79 | 7.81 | 6.14 | 7.11 | 7.72 | 2.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCHYX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC STRATEGIC SHARES) |
-11.43%
Nov 2005 – Nov 2008 |
-7.34%
Nov 2003 – Nov 2008 |
-2.25%
Jan 2001 – Jan 2011 |
-0.20%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCHYX (THE FIXED INCOME OPPORTUNITY PORTFOLIO HC STRATEGIC SHARES) |
12.88%
Mar 2009 – Mar 2012 |
12.18%
Nov 2008 – Nov 2013 |
8.17%
Nov 2008 – Nov 2018 |
7.25%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart