Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) | 24.44% | 63.86% | 22.51% | 0.12% | 12.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) | 04/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.68 | 63.86 | 22.51 | 0.12 | 12.04 | NA | NA | … | … | 24.44 | 23.95 | 3.02 | 1.55 | -43.02 | -14.08 | 105.59 | 77.08 | -15.37 | 36.31 | 6.65 | 40.81 | 8.76 | 28.19 |
| Sharpe Ratio | NA | 1.89 | 0.43 | -0.04 | 0.25 | NA | NA | … | … | 2.15 | 0.61 | -0.01 | -0.04 | -0.75 | -0.35 | 1.67 | 3.85 | -0.69 | 1.84 | 0.23 | 1.53 | 0.38 | 1.72 |
| Standard Deviation(%) | NA | 32.36 | 44.77 | 47.33 | 42.49 | NA | NA | … | … | 29.78 | 34.79 | 44.20 | 60.17 | 59.21 | 40.67 | 62.78 | 19.63 | 24.51 | 19.49 | 27.69 | 26.57 | 22.86 | 24.61 |
| Draw Down(%) | NA | 15.38 | 49.99 | 75.21 | 76.91 | NA | NA | … | … | 10.81 | 22.92 | 26.16 | 60.62 | 57.86 | 35.11 | 58.00 | 7.26 | 26.85 | 10.03 | 23.17 | 22.09 | 10.98 | 13.04 |
| Yield(%) | 0.00 | 6.77 | 6.58 | 3.19 | 7.03 | 10.41 | 7.81 | … | … | 1.34 | 6.19 | 6.05 | 5.56 | 2.77 | 2.23 | 4.33 | 6.77 | 5.50 | 8.63 | 6.53 | 7.49 | 6.78 | 3.73 |
Data as of 06/05/2026, Common starting date is 04/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) |
-22.81%
Jan 2021 – Jan 2024 |
-8.69%
Dec 2020 – Dec 2025 |
7.69%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) |
55.13%
Feb 2018 – Feb 2021 |
34.97%
Dec 2015 – Dec 2020 |
15.71%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart