Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HSZBX (Pyxis Small-Cap Equity B) NA 0.19% 14.84% 14.30% 6.57% NA NA
Data as of 11/20/2014, Common starting date is 02/16/2000
More Performance Analytics Comparison
Name Start Date End Date
HSZBX (Pyxis Small-Cap Equity B) 02/16/2000 11/20/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.00 0.19 14.84 14.30 6.57 NA NA -2.84 31.58 12.60 2.16 25.94 29.15 -38.13 1.20 12.15 8.40 14.27 23.06 -14.69 11.58 11.68
Sharpe Ratio NA 0.03 1.03 0.76 0.24 NA NA -0.72 2.40 0.78 0.07 1.25 0.95 -0.92 -0.10 0.56 0.42 0.83 1.41 -0.82 0.55 0.43
Standard Deviation(%) NA 5.60 13.63 18.80 23.28 NA NA 4.46 13.17 16.32 29.09 20.75 30.68 42.31 19.07 15.90 14.73 16.14 15.83 19.36 16.97 21.84
Draw Down(%) NA 4.12 10.74 24.63 58.52 NA NA 4.12 5.27 10.74 24.63 16.10 28.08 52.41 12.51 16.79 8.80 14.72 15.57 26.60 16.09 14.76
Yield(%) 0.00 8.14 7.12 5.51 7.00 6.91 5.18 0.00 10.11 9.56 0.00 0.00 0.00 7.87 21.40 15.45 3.91 14.96 0.00 0.00 15.89 3.67
Data as of 11/20/2014, Common starting date is 02/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSZBX (Pyxis Small-Cap Equity B) -18.55%
Feb 2006 – Feb 2009
-7.49%
Feb 2004 – Feb 2009
3.13%
Aug 2000 – Aug 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSZBX (Pyxis Small-Cap Equity B) 29.77%
Feb 2009 – Feb 2012
23.80%
Feb 2009 – Feb 2014
9.48%
Mar 2003 – Mar 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return