Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EUHY | 2.66% | 6.24% | 10.14% | 2.00% | 3.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EUHY | 04/03/2012 | 06/05/2026 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 6.24 | 10.14 | 2.00 | 3.74 | NA | NA | … | … | 2.66 | 17.40 | -0.55 | 16.03 | -15.58 | -3.79 | 10.69 | 8.60 | -7.71 | 19.68 | 4.87 | -9.84 | -8.73 | 12.75 | 13.25 |
| Sharpe Ratio | NA | 0.57 | 0.89 | -0.05 | 0.19 | NA | NA | … | … | 0.63 | 1.81 | -0.57 | 1.29 | -1.07 | -0.57 | 0.58 | 1.25 | -1.11 | 2.75 | 0.37 | -0.82 | -1.29 | 1.23 | 1.67 |
| Standard Deviation(%) | NA | 5.54 | 7.58 | 10.00 | 10.45 | NA | NA | … | … | 4.44 | 8.06 | 7.37 | 9.71 | 16.03 | 6.66 | 17.99 | 5.70 | 8.20 | 6.93 | 12.72 | 12.10 | 6.80 | 10.33 | 10.94 |
| Draw Down(%) | NA | 3.51 | 8.24 | 32.45 | 32.46 | NA | NA | … | … | 3.19 | 3.58 | 6.42 | 6.92 | 28.36 | 8.36 | 23.56 | 3.36 | 13.31 | 2.23 | 7.73 | 9.84 | 12.62 | 7.18 | 9.41 |
| Yield(%) | 0.41 | 5.34 | 5.01 | 3.05 | 2.68 | 2.95 | 2.21 | … | … | 1.78 | 4.07 | 4.90 | 3.81 | 0.52 | 2.85 | 1.58 | 1.29 | 3.53 | 0.83 | 1.53 | 2.86 | 4.02 | 5.35 | 4.35 |
Data as of 06/05/2026, Common starting date is 04/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUHY (EUHY) |
-6.45%
Sep 2019 – Sep 2022 |
-4.49%
Sep 2017 – Sep 2022 |
-0.12%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EUHY (EUHY) |
16.32%
Sep 2022 – Sep 2025 |
7.12%
Feb 2016 – Feb 2021 |
4.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart