Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HCOAVX NA 18.63% NA NA NA NA NA
Data as of 12/09/2021, Common starting date is 12/11/2019
More Performance Analytics Comparison
Name Start Date End Date
HCOAVX 12/11/2019 12/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 2.95 18.63 NA NA NA NA NA 15.72 22.51 2.24
Sharpe Ratio NA 1.34 NA NA NA NA NA 1.19 0.68 7.71
Standard Deviation(%) NA 13.84 NA NA NA NA NA 14.03 32.62 6.84
Draw Down(%) NA 9.90 NA NA NA NA NA 9.90 30.75 0.57
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/09/2021, Common starting date is 12/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HCOAVX (HCOAVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HCOAVX (HCOAVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return