Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDHTCX | 0.97% | 6.61% | 1.45% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/19/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDHTCX | 04/19/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 6.61 | 1.45 | NA | NA | NA | NA | … | … | 0.97 | -3.57 | 0.69 | 10.17 | -7.87 |
| Sharpe Ratio | NA | 0.74 | -0.23 | NA | NA | NA | NA | … | … | -0.06 | -0.66 | -0.81 | 0.67 | -1.10 |
| Standard Deviation(%) | NA | 4.92 | 8.36 | NA | NA | NA | NA | … | … | 5.60 | 9.91 | 7.25 | 8.88 | 11.70 |
| Draw Down(%) | NA | 4.74 | 14.42 | NA | NA | NA | NA | … | … | 4.74 | 11.04 | 5.70 | 13.30 | 16.83 |
| Yield(%) | 0.00 | 0.00 | 1.84 | 1.66 | 0.83 | 0.55 | 0.41 | … | … | 0.00 | 0.00 | 3.19 | 3.57 | 2.00 |
Data as of 06/08/2026, Common starting date is 04/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDHTCX (FDHTCX) |
-2.40%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| FDHTCX (FDHTCX) |
5.86%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart