Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) | -0.11% | 4.30% | 4.00% | 0.22% | 3.28% | 3.34% | NA | … | … |
Data as of 01/27/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) | 12/07/2010 | 01/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 4.30 | 4.00 | 0.22 | 3.28 | 3.34 | NA | … | … | -0.11 | 5.13 | 2.75 | 7.91 | -12.91 | -0.86 | 10.25 | 13.54 | -2.32 | 5.59 | 6.38 | -1.23 | 7.10 | -2.68 | 5.61 | 9.11 | -0.20 |
| Sharpe Ratio | NA | 0.32 | 0.11 | -0.36 | 0.32 | NA | NA | … | … | -1.08 | 0.48 | -0.17 | 0.62 | -1.88 | -0.20 | 1.30 | 2.88 | -1.02 | 1.61 | 1.59 | -0.27 | 2.09 | -0.56 | 1.15 | 1.46 | -0.37 |
| Standard Deviation(%) | NA | 4.57 | 5.57 | 5.93 | 5.38 | NA | NA | … | … | 3.71 | 4.70 | 5.14 | 6.93 | 7.65 | 4.50 | 7.64 | 4.18 | 3.63 | 3.07 | 3.87 | 4.74 | 3.38 | 4.88 | 4.88 | 6.22 | 8.18 |
| Draw Down(%) | NA | 2.81 | 6.26 | 19.02 | 19.02 | NA | NA | … | … | 0.99 | 2.81 | 3.72 | 6.26 | 17.75 | 5.04 | 13.49 | 2.75 | 4.22 | 1.61 | 3.80 | 4.25 | 1.84 | 7.46 | 4.12 | 2.50 | 1.82 |
| Yield(%) | 0.00 | 1.74 | 3.36 | 3.38 | 3.89 | 3.92 | 2.94 | … | … | 0.00 | 1.75 | 4.52 | 3.96 | 2.75 | 6.09 | 5.88 | 3.53 | 3.23 | 3.09 | 3.12 | 4.44 | 3.87 | 4.64 | 3.48 | 4.40 | 0.00 |
Data as of 01/27/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
-4.20%
Oct 2020 – Oct 2023 |
0.13%
Jul 2020 – Jul 2025 |
1.28%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCXSX (THE U.S. CORPORATE FIXED INCOME SECURITIES PORTFOLIO HC STRATEGIC SHARES) |
7.99%
Nov 2018 – Nov 2021 |
6.55%
Dec 2015 – Dec 2020 |
4.83%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart