Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCSRX (THE CATHOLIC SRI GROWTH PORTFOLIO HC STRATEGIC SHARES) | 8.33% | 21.56% | 20.06% | 11.05% | 11.89% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSRX (THE CATHOLIC SRI GROWTH PORTFOLIO HC STRATEGIC SHARES) | 02/12/2016 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | 21.56 | 20.06 | 11.05 | 11.89 | NA | NA | … | … | 8.33 | 19.42 | 19.96 | 26.73 | -20.45 | 21.81 | 17.24 | 19.82 | -9.79 | 22.49 | 19.25 |
| Sharpe Ratio | NA | 1.56 | 1.15 | 0.50 | 0.58 | NA | NA | … | … | 1.19 | 0.92 | 1.29 | 1.76 | -0.90 | 1.66 | 0.50 | 1.55 | -0.77 | 3.39 | 1.49 |
| Standard Deviation(%) | NA | 12.77 | 14.86 | 16.99 | 17.85 | NA | NA | … | … | 15.11 | 18.06 | 12.65 | 13.21 | 24.44 | 13.16 | 33.72 | 11.85 | 14.48 | 6.46 | 14.60 |
| Draw Down(%) | NA | 9.06 | 18.05 | 27.96 | 34.50 | NA | NA | … | … | 9.06 | 18.05 | 8.88 | 10.88 | 27.90 | 5.37 | 34.50 | 7.72 | 19.66 | 1.94 | 8.78 |
| Yield(%) | 0.00 | 0.00 | 1.18 | 7.58 | 7.96 | 6.09 | 4.57 | … | … | 0.00 | 0.19 | 1.66 | 2.00 | 2.13 | 38.89 | 1.45 | 2.55 | 8.24 | 5.90 | 6.28 |
Data as of 06/08/2026, Common starting date is 02/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSRX (THE CATHOLIC SRI GROWTH PORTFOLIO HC STRATEGIC SHARES) |
-0.89%
Mar 2017 – Mar 2020 |
3.70%
Sep 2017 – Sep 2022 |
10.94%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSRX (THE CATHOLIC SRI GROWTH PORTFOLIO HC STRATEGIC SHARES) |
24.72%
Sep 2022 – Sep 2025 |
16.57%
Mar 2020 – Mar 2025 |
12.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart