Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| H (Hyatt Hotels Corporation) | 20.63% | 49.11% | 19.55% | 19.83% | 15.23% | 11.12% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| H (Hyatt Hotels Corporation) | 11/06/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.45 | 49.11 | 19.55 | 19.83 | 15.23 | 11.12 | NA | … | … | 20.63 | 2.56 | 20.86 | 44.76 | -5.68 | 29.16 | -17.03 | 34.07 | -7.36 | 33.08 | 17.52 | -21.91 | 21.73 | 28.23 | 2.47 | -17.74 | 53.51 | 6.46 |
| Sharpe Ratio | NA | 1.40 | 0.50 | 0.50 | 0.39 | NA | NA | … | … | 1.36 | -0.01 | 0.62 | 1.38 | -0.17 | 0.85 | -0.26 | 1.65 | -0.38 | 1.83 | 0.60 | -0.92 | 1.07 | 1.37 | 0.09 | -0.47 | 1.78 | 2.29 |
| Standard Deviation(%) | NA | 33.30 | 32.47 | 34.44 | 35.20 | NA | NA | … | … | 38.61 | 35.71 | 27.82 | 30.16 | 41.04 | 34.27 | 66.34 | 19.76 | 23.09 | 17.75 | 28.63 | 23.76 | 20.31 | 20.54 | 25.76 | 37.85 | 30.00 | 23.27 |
| Draw Down(%) | NA | 18.86 | 37.28 | 37.28 | 60.53 | NA | NA | … | … | 18.86 | 37.28 | 19.64 | 21.32 | 33.19 | 23.91 | 60.53 | 13.10 | 24.19 | 11.13 | 23.93 | 25.74 | 14.04 | 10.80 | 23.49 | 39.90 | 17.40 | 6.09 |
| Yield(%) | 0.08 | 0.46 | 0.52 | 0.49 | 0.73 | 0.57 | 0.63 | … | … | 0.18 | 0.38 | 0.46 | 0.51 | 0.00 | 0.00 | 0.22 | 1.14 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| H (Hyatt Hotels Corporation) |
-6.24%
Jan 2018 – Jan 2021 |
-4.46%
Jan 2011 – Jan 2016 |
2.28%
Jul 2010 – Jul 2020 |
7.15%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| H (Hyatt Hotels Corporation) |
38.14%
Jul 2020 – Jul 2023 |
24.30%
Jul 2020 – Jul 2025 |
15.37%
Jan 2016 – Jan 2026 |
12.03%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart