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
HDSAX NA -19.28% -15.14% NA NA NA NA
Data as of 02/07/2014, Common starting date is 03/17/2010
More Performance Analytics Comparison
Name Start Date End Date
HDSAX 03/17/2010 02/07/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010
Annualized Return (%) 0.61 -19.28 -15.14 NA NA NA NA -1.29 -16.40 -18.62 -7.02 33.89
Sharpe Ratio NA -1.70 -1.15 NA NA NA NA -0.89 -1.47 -1.50 -0.44 2.31
Standard Deviation(%) NA 11.38 13.22 NA NA NA NA 13.28 11.15 12.53 16.10 19.10
Draw Down(%) NA 21.96 48.00 NA NA NA NA 4.56 20.59 24.70 20.86 13.84
Yield(%) 0.00 0.00 1.49 1.71 0.85 0.57 0.43 0.00 0.00 0.00 4.60 2.54
Data as of 02/07/2014, Common starting date is 03/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HDSAX (HDSAX) -14.27%
Jan 2011 – Jan 2014
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
HDSAX (HDSAX) -2.24%
May 2010 – May 2013
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return