Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCMTX (Hillman Advantage Equity) | NA | -19.11% | -1.82% | -2.25% | NA | NA | NA | … | … |
Data as of 03/26/2013, Common starting date is 07/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCMTX (Hillman Advantage Equity) | 07/08/2003 | 03/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | -19.11 | -1.82 | -2.25 | NA | NA | NA | … | … | -1.22 | -7.30 | -0.42 | 7.82 | 41.36 | -39.51 | -7.20 | 5.83 | 5.58 | 10.07 | 8.91 |
| Sharpe Ratio | NA | -1.36 | -0.10 | -0.09 | NA | NA | NA | … | … | -2.05 | -0.53 | -0.02 | 0.45 | 1.41 | -1.00 | -0.62 | 0.21 | 0.38 | 0.99 | 2.28 |
| Standard Deviation(%) | NA | 14.07 | 18.14 | 26.26 | NA | NA | NA | … | … | 2.57 | 13.90 | 22.00 | 17.24 | 29.22 | 40.34 | 16.50 | 12.11 | 8.92 | 9.23 | 8.12 |
| Draw Down(%) | NA | 19.11 | 19.11 | 52.76 | NA | NA | NA | … | … | 1.22 | 18.11 | 18.88 | 16.05 | 27.31 | 51.78 | 14.19 | 7.77 | 5.88 | 7.06 | 3.72 |
| Yield(%) | 0.00 | 0.00 | 0.25 | 0.14 | 0.15 | 0.10 | 0.07 | … | … | 0.00 | 0.00 | 0.60 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 |
Data as of 03/26/2013, Common starting date is 07/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMTX (Hillman Advantage Equity) |
-21.31%
Feb 2006 – Feb 2009 |
-11.01%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCMTX (Hillman Advantage Equity) |
24.75%
Feb 2009 – Feb 2012 |
1.52%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart