Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBB (Hamilton Beach Brands Holding Company) | 19.72% | 9.21% | 30.16% | -1.00% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBB (Hamilton Beach Brands Holding Company) | 09/27/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.59 | 9.21 | 30.16 | -1.00 | NA | NA | NA | … | … | 19.72 | 0.52 | -1.60 | 46.34 | -10.97 | -16.19 | -5.89 | -16.98 | -7.41 | -12.19 |
| Sharpe Ratio | NA | 0.12 | 0.46 | -0.07 | NA | NA | NA | … | … | 0.88 | -0.04 | -0.08 | 1.03 | -0.25 | -0.39 | -0.07 | -0.41 | -0.19 | -0.68 |
| Standard Deviation(%) | NA | 53.16 | 58.76 | 53.81 | NA | NA | NA | … | … | 56.20 | 61.17 | 64.71 | 41.76 | 50.70 | 41.22 | 89.44 | 44.67 | 47.24 | 59.38 |
| Draw Down(%) | NA | 34.70 | 57.65 | 60.29 | NA | NA | NA | … | … | 22.34 | 35.38 | 48.00 | 29.66 | 39.72 | 47.43 | 63.50 | 51.95 | 39.12 | 37.22 |
| Yield(%) | 0.62 | 2.65 | 4.87 | 1.89 | 1.22 | 0.81 | 0.61 | … | … | 1.53 | 2.92 | 2.59 | 3.59 | 2.87 | 2.33 | 1.95 | 1.48 | 1.30 | 0.29 |
Data as of 06/05/2026, Common starting date is 09/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBB (Hamilton Beach Brands Holding Company) |
-17.81%
Apr 2019 – Apr 2022 |
-19.47%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBB (Hamilton Beach Brands Holding Company) |
32.88%
May 2023 – May 2026 |
18.73%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart