Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBPCD | NA | 221.94% | 9.43% | -12.17% | -11.10% | -11.41% | -7.80% | … | … |
Data as of 11/27/2024, Common starting date is 08/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBPCD | 08/17/2001 | 11/27/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 221.94 | 9.43 | -12.17 | -11.10 | -11.41 | -7.80 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 11/27/2024, Common starting date is 08/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBPCD (HBPCD) |
-42.26%
Apr 2016 – Apr 2019 |
-37.08%
Jan 2018 – Jan 2023 |
-25.87%
Aug 2012 – Aug 2022 |
-18.46%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBPCD (HBPCD) |
36.03%
Nov 2007 – Nov 2010 |
17.28%
Mar 2006 – Mar 2011 |
2.05%
May 2004 – May 2014 |
0.34%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison Chart