Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWLI (Hawaiian Electric Company Inc. PFD J 4.75%) | NA | 39.57% | 8.10% | 5.49% | 5.94% | 8.51% | 7.29% | … | … |
Data as of 10/16/2025, Common starting date is 05/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWLI (Hawaiian Electric Company Inc. PFD J 4.75%) | 05/19/2004 | 10/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 39.57 | 8.10 | 5.49 | 5.94 | 8.51 | 7.29 | … | … | 44.07 | 33.63 | -33.92 | -0.84 | 2.80 | 7.60 | 8.02 | -0.15 | 8.47 | 9.63 | 5.86 | 8.33 | -1.54 | 11.60 | 29.80 | 15.94 | -2.51 | 2.78 | 7.84 | 7.80 | 10.27 | -0.17 |
| Sharpe Ratio | NA | 0.76 | 0.09 | 0.07 | 0.14 | NA | NA | … | … | 1.06 | 0.96 | -0.53 | -0.13 | 0.15 | 0.37 | 0.59 | -0.12 | 1.03 | 0.60 | 0.38 | 0.68 | -0.10 | 1.73 | 1.03 | 0.28 | -0.07 | 0.04 | 0.30 | 0.23 | 0.41 | -0.29 |
| Standard Deviation(%) | NA | 47.88 | 53.57 | 43.72 | 31.72 | NA | NA | … | … | 52.48 | 31.37 | 71.40 | 15.65 | 21.05 | 19.88 | 11.19 | 12.78 | 7.61 | 15.61 | 15.54 | 12.26 | 15.11 | 6.74 | 28.96 | 56.24 | 37.79 | 40.87 | 15.81 | 19.56 | 19.55 | 5.05 |
| Draw Down(%) | NA | 16.10 | 57.15 | 60.93 | 60.93 | NA | NA | … | … | 14.72 | 14.25 | 56.84 | 11.90 | 10.61 | 11.67 | 7.00 | 7.10 | 2.41 | 5.72 | 7.50 | 6.74 | 7.44 | 3.10 | 11.18 | 29.91 | 22.33 | 30.10 | 8.68 | 8.57 | 11.48 | 3.24 |
| Yield(%) | 0.00 | 5.95 | 4.37 | 4.09 | 4.66 | 7.00 | 6.13 | … | … | 6.14 | 5.48 | 4.81 | 4.57 | 3.40 | 4.65 | 4.68 | 4.57 | 4.78 | 3.75 | 5.04 | 5.19 | 6.00 | 5.19 | 6.15 | 5.14 | 6.21 | 7.38 | 6.00 | 6.10 | 6.30 | 3.05 |
Data as of 10/16/2025, Common starting date is 05/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLI (Hawaiian Electric Company Inc. PFD J 4.75%) |
-20.33%
Sep 2020 – Sep 2023 |
-11.00%
Sep 2018 – Sep 2023 |
-2.76%
Sep 2013 – Sep 2023 |
1.09%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLI (Hawaiian Electric Company Inc. PFD J 4.75%) |
28.17%
May 2010 – May 2013 |
18.43%
Apr 2010 – Apr 2015 |
12.01%
Apr 2010 – Apr 2020 |
8.85%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison Chart