Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPC (HERCULES INC) | NA | -21.05% | -55.82% | -32.25% | -11.47% | -8.27% | -10.47% | … | … |
Data as of 03/30/2015, Common starting date is 01/04/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPC (HERCULES INC) | 01/04/1982 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2011 | 2010 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.05 | -55.82 | -32.25 | -11.47 | -8.27 | -10.47 | … | … | -10.97 | -90.34 | 47.26 | 72.40 | 0.71 | 70.88 | -23.91 | 21.72 | 38.64 | -12.00 | -47.53 | -26.02 | 6.13 | -43.91 | 18.15 | -21.96 | 48.98 | 2.34 | 82.20 | 33.33 | 58.32 | -8.18 | -7.35 | -0.03 | -4.30 | 33.93 | 22.72 | 0.15 | 36.43 | 25.55 |
| Sharpe Ratio | NA | -0.21 | -0.22 | NA | NA | NA | NA | … | … | -1.17 | -0.08 | 0.39 | NA | -0.07 | 2.63 | -0.99 | 0.70 | 1.08 | -0.31 | -0.94 | -0.59 | 0.08 | -1.62 | -1.46 | -1.02 | 2.18 | -0.03 | 4.68 | 1.94 | 1.95 | -0.50 | -0.70 | -0.22 | -0.21 | 1.12 | 0.89 | -0.25 | 1.11 | 0.62 |
| Standard Deviation(%) | NA | 434.42 | 254.98 | NA | NA | NA | NA | … | … | 32.89 | 786.70 | 106.95 | NA | 31.54 | 25.79 | 26.46 | 29.48 | 35.24 | 41.74 | 53.58 | 50.95 | 38.53 | 29.14 | 25.23 | 24.71 | 20.71 | 21.29 | 17.03 | 15.80 | 27.81 | 26.54 | 18.73 | 21.12 | 40.26 | 26.51 | 19.75 | 26.36 | 27.21 | 28.97 |
| Draw Down(%) | NA | 91.40 | 91.40 | 100.00 | 100.00 | NA | NA | … | … | 14.61 | 90.96 | 0.00 | 100.00 | 20.72 | 14.61 | 33.07 | 24.20 | 20.83 | 36.62 | 65.20 | 54.86 | 43.17 | 48.56 | 19.10 | 33.90 | 15.01 | 18.35 | 8.58 | 11.18 | 20.01 | 34.71 | 23.00 | 16.16 | 40.31 | 14.55 | 12.88 | 25.09 | 18.96 | 24.45 |
| Yield(%) | 0.00 | 12.97 | 0.57 | 0.61 | 0.80 | 0.63 | 0.75 | … | … | 14.63 | 0.00 | 0.00 | 0.00 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.52 | 3.97 | 2.18 | 2.34 | 1.60 | 0.73 | 0.67 | 1.16 | 1.51 | 2.20 | 1.85 | 1.68 | 1.37 | 1.20 | 1.48 | 1.59 | 1.38 | 1.69 | 1.88 |
Data as of 03/30/2015, Common starting date is 01/04/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPC (HERCULES INC) |
-100.00%
Aug 2007 – Aug 2010 |
-100.00%
Aug 2005 – Aug 2010 |
-100.00%
Aug 2000 – Aug 2010 |
-100.00%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPC (HERCULES INC) |
61.36%
Oct 1990 – Oct 1993 |
49.37%
Sep 1990 – Sep 1995 |
21.93%
Sep 1985 – Sep 1995 |
20.85%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart