Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWLN (Hawaiian Electric Company Inc. PFD SER I 5%) | NA | 35.14% | 10.86% | 1.79% | 4.92% | 6.28% | 6.23% | … | … |
Data as of 10/16/2025, Common starting date is 10/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWLN (Hawaiian Electric Company Inc. PFD SER I 5%) | 10/16/2003 | 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 35.14 | 10.86 | 1.79 | 4.92 | 6.28 | 6.23 | … | … | 35.14 | 48.70 | -32.95 | -26.04 | 12.06 | 13.71 | 10.20 | 3.21 | 6.43 | 9.04 | -2.31 | 11.44 | -2.82 | 12.81 | 19.36 | 17.54 | 4.03 | 2.04 | 4.46 | 18.03 | 14.25 | -0.66 | 15.22 |
| Sharpe Ratio | NA | 0.64 | 0.16 | -0.01 | 0.09 | NA | NA | … | … | 0.84 | 1.94 | -0.65 | -0.62 | 0.56 | 0.34 | 0.21 | 0.08 | 0.13 | 0.25 | -0.08 | 1.18 | -0.06 | 0.72 | 0.46 | 0.51 | 0.18 | 0.02 | 0.02 | 0.24 | 0.21 | -0.05 | 3.63 |
| Standard Deviation(%) | NA | 50.10 | 46.91 | 42.00 | 39.26 | NA | NA | … | … | 51.12 | 23.54 | 57.07 | 44.55 | 21.48 | 39.03 | 41.12 | 22.79 | 43.05 | 35.22 | 31.01 | 9.70 | 44.12 | 17.86 | 41.73 | 33.89 | 22.03 | 46.09 | 55.09 | 62.12 | 57.12 | 35.70 | 27.00 |
| Draw Down(%) | NA | 14.66 | 45.92 | 60.35 | 60.35 | NA | NA | … | … | 14.66 | 12.50 | 45.92 | 27.96 | 10.18 | 20.78 | 19.18 | 9.73 | 26.85 | 16.60 | 18.57 | 6.62 | 23.01 | 9.21 | 26.00 | 21.05 | 17.56 | 24.79 | 23.39 | 24.72 | 22.51 | 23.61 | 0.00 |
| Yield(%) | 0.00 | 4.84 | 4.82 | 3.66 | 4.63 | 5.67 | 5.66 | … | … | 5.17 | 6.82 | 5.78 | 4.05 | 3.30 | 4.55 | 5.03 | 4.94 | 5.00 | 3.94 | 4.88 | 5.17 | 5.90 | 5.06 | 5.71 | 4.81 | 6.23 | 7.35 | 5.80 | 6.45 | 6.90 | 4.90 | 1.85 |
Data as of 10/16/2025, Common starting date is 10/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLN (Hawaiian Electric Company Inc. PFD SER I 5%) |
-17.49%
Dec 2020 – Dec 2023 |
-7.07%
Dec 2018 – Dec 2023 |
-1.13%
Nov 2013 – Nov 2023 |
3.22%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLN (Hawaiian Electric Company Inc. PFD SER I 5%) |
21.19%
Apr 2009 – Apr 2012 |
15.92%
Oct 2008 – Oct 2013 |
11.90%
Jul 2007 – Jul 2017 |
9.75%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart