Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCVYX | 3.52% | 11.23% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVYX | 12/23/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 11.23 | NA | NA | NA | NA | NA | … | … | 3.52 | 11.32 | -0.22 |
| Sharpe Ratio | NA | 1.51 | NA | NA | NA | NA | NA | … | … | 0.78 | 1.29 | NA |
| Standard Deviation(%) | NA | 5.57 | NA | NA | NA | NA | NA | … | … | 6.82 | 6.55 | NA |
| Draw Down(%) | NA | 4.59 | NA | NA | NA | NA | NA | … | … | 4.59 | 6.33 | NA |
| Yield(%) | 0.00 | 3.62 | 2.11 | 1.27 | 0.63 | 0.42 | 0.32 | … | … | 0.00 | 3.75 | 2.68 |
Data as of 06/09/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVYX (HCVYX) |
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 |
|---|---|---|---|---|
| HCVYX (HCVYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart