Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGKEX (HGK Equity Value) | NA | 7.27% | -4.85% | NA | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 09/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGKEX (HGK Equity Value) | 09/14/2007 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.27 | -4.85 | NA | NA | NA | NA | … | … | -10.31 | 9.99 | 20.69 | -36.38 | -1.16 |
| Sharpe Ratio | NA | 0.30 | -0.15 | NA | NA | NA | NA | … | … | -0.75 | 0.59 | 0.72 | -0.87 | -0.34 |
| Standard Deviation(%) | NA | 24.07 | 33.41 | NA | NA | NA | NA | … | … | 26.22 | 16.92 | 28.63 | 42.84 | 18.46 |
| Draw Down(%) | NA | 18.01 | 47.57 | NA | NA | NA | NA | … | … | 18.01 | 15.38 | 27.80 | 50.04 | 10.54 |
| Yield(%) | 0.00 | 2.95 | 2.18 | 3.74 | 1.87 | 1.25 | 0.94 | … | … | 1.79 | 1.21 | 1.20 | 3.15 | 13.45 |
Data as of 07/01/2011, Common starting date is 09/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGKEX (HGK Equity Value) |
-8.26%
Oct 2007 – Oct 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGKEX (HGK Equity Value) |
-0.87%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart