Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDLMY | -21.34% | -0.65% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/26/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDLMY | 12/26/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.80 | -0.65 | NA | NA | NA | NA | NA | … | … | -21.34 | 117.97 | -4.18 |
| Sharpe Ratio | NA | -0.05 | NA | NA | NA | NA | NA | … | … | -1.05 | 2.94 | -4.01 |
| Standard Deviation(%) | NA | 35.84 | NA | NA | NA | NA | NA | … | … | 42.16 | 39.35 | 24.97 |
| Draw Down(%) | NA | 36.62 | NA | NA | NA | NA | NA | … | … | 36.62 | 19.04 | 4.45 |
| Yield(%) | 0.00 | 1.40 | 1.71 | 1.03 | 0.51 | 0.34 | 0.26 | … | … | 1.10 | 2.98 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/26/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDLMY (HDLMY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDLMY (HDLMY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart