Nasdaq - Delayed Quote • USD
Hancock Horizon U.S. Small Cap Fund Institutional Class (HSCIX)
At close: December 13 at 8:00 PM EST
Fund Summary
The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of U.S. companies with small capitalizations. It may also invest in real estate investment trusts ("REITs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.93% |
| Worst 1Y Total Return | -23.96% |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 11.96% |
| 5y Average Return | 2.93% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.35 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HSCIX | Category Average | HSCIX | Category Average | HSCIX | Category Average | |
| Alpha | -16.54 | -0.09 | -8.73 | -0.06 | -- | -0.06 |
| BETA | 1.35 | 0.01 | 1.19 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 0.35 | 0.01 | -- | 0.01 |
| R-squared | 73.82 | 0.83 | 70.06 | 0.77 | -- | 0.78 |
| Standard Deviation | 19.02 | 0.26 | 16.91 | 0.21 | -- | 0.19 |
| Sharpe Ratio | 0.06 | 0 | 0.18 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.5 | 0.08 | 1.43 | 0.1 | -- | 0.09 |
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