Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASHGY | 3.35% | 34.87% | 9.23% | 35.74% | 38.92% | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASHGY | 07/02/2014 | 05/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.87 | 9.23 | 35.74 | 38.92 | NA | NA | … | … | 3.35 | 17.65 | -12.63 | 409.61 | -30.28 | 74.90 | 49.11 | 57.00 | -21.79 | 39.40 | 20.77 | -4.98 | 13.20 |
| Sharpe Ratio | NA | 1.14 | 0.18 | 0.47 | 0.64 | NA | NA | … | … | 0.25 | 0.45 | -0.49 | 2.86 | -0.72 | 2.83 | 0.72 | 1.84 | -0.69 | 1.47 | 0.50 | -0.13 | 0.83 |
| Standard Deviation(%) | NA | 28.27 | 32.09 | 71.44 | 58.38 | NA | NA | … | … | 28.65 | 33.06 | 32.88 | 144.14 | 44.10 | 26.44 | 67.79 | 30.12 | 33.50 | 26.50 | 40.77 | 37.12 | 33.96 |
| Draw Down(%) | NA | 21.29 | 43.15 | 52.20 | 59.25 | NA | NA | … | … | 16.99 | 30.55 | 27.65 | 21.99 | 50.59 | 11.92 | 59.25 | 17.35 | 38.29 | 9.24 | 33.42 | 26.67 | 18.91 |
| Yield(%) | 0.00 | 1.49 | 1.74 | 4.03 | 12.47 | 6.79 | 5.09 | … | … | 0.53 | 1.79 | 1.53 | 5.96 | 0.97 | 1.21 | 1.66 | 2.42 | 1.61 | 1.78 | 1.97 | 1.31 | 0.99 |
Data as of 05/08/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHGY (ASHGY) |
0.02%
Jan 2023 – Jan 2026 |
7.96%
Mar 2015 – Mar 2020 |
30.47%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASHGY (ASHGY) |
125.60%
Mar 2020 – Mar 2023 |
70.83%
Dec 2018 – Dec 2023 |
38.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart