Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDAAX (Hancock Horizon Dynamic Asset Allocation) | NA | 7.31% | 9.51% | 6.12% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDAAX (Hancock Horizon Dynamic Asset Allocation) | 06/01/2015 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.31 | 9.51 | 6.12 | NA | NA | NA | … | … | 0.00 | 8.74 | 8.07 | 12.21 | -8.12 | 11.83 | 9.02 | -11.11 |
| Sharpe Ratio | NA | 0.92 | 0.85 | 0.56 | NA | NA | NA | … | … | NA | 1.14 | 0.50 | 2.06 | -1.04 | 2.12 | 1.00 | -2.29 |
| Standard Deviation(%) | NA | 7.88 | 10.61 | 9.48 | NA | NA | NA | … | … | NA | 8.20 | 15.73 | 5.25 | 9.09 | 5.30 | 8.77 | 7.90 |
| Draw Down(%) | NA | 3.89 | 21.39 | 21.66 | NA | NA | NA | … | … | NA | 3.89 | 21.39 | 2.40 | 14.60 | 2.47 | 6.18 | 12.37 |
| Yield(%) | 0.00 | 0.53 | 0.75 | 0.97 | 0.52 | 0.34 | 0.26 | … | … | 0.00 | 0.54 | 0.07 | 1.55 | 1.51 | 0.93 | 0.43 | 0.07 |
Data as of 01/07/2022, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDAAX (Hancock Horizon Dynamic Asset Allocation) |
-0.95%
Mar 2017 – Mar 2020 |
3.60%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDAAX (Hancock Horizon Dynamic Asset Allocation) |
9.68%
Dec 2018 – Dec 2021 |
7.10%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart