Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSINX (Helios Select Intermediate Bd I) | NA | -75.09% | -65.89% | -46.39% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 07/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSINX (Helios Select Intermediate Bd I) | 07/31/2002 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -75.09 | -65.89 | -46.39 | NA | NA | NA | … | … | -54.68 | -83.08 | -50.07 | 6.29 | 4.75 | 7.31 | 6.66 | 0.98 |
| Sharpe Ratio | NA | -1.52 | -1.83 | -1.33 | NA | NA | NA | … | … | -1.61 | -3.31 | -3.51 | 1.30 | 1.22 | 2.33 | 1.72 | 0.41 |
| Standard Deviation(%) | NA | 49.53 | 37.10 | 36.30 | NA | NA | NA | … | … | 46.71 | 25.34 | 15.18 | 2.31 | 2.11 | 2.73 | 3.47 | 3.31 |
| Draw Down(%) | NA | 75.11 | 96.22 | 96.22 | NA | NA | NA | … | … | 55.54 | 84.10 | 50.96 | 0.71 | 0.70 | 0.88 | 2.06 | 1.93 |
| Yield(%) | 0.00 | 15.86 | 4.98 | 5.47 | 3.91 | 2.61 | 1.96 | … | … | 5.38 | 9.73 | 7.28 | 5.78 | 5.98 | 7.82 | 8.18 | 0.00 |
Data as of 07/28/2009, Common starting date is 07/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSINX (Helios Select Intermediate Bd I) |
-65.87%
Jun 2006 – Jun 2009 |
-46.37%
Jun 2004 – Jun 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSINX (Helios Select Intermediate Bd I) |
6.39%
Nov 2003 – Nov 2006 |
0.90%
Aug 2002 – Aug 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart