Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEI-A (HEICO Corporation) | -5.89% | 1.49% | 21.96% | 12.30% | 24.15% | 22.50% | 20.77% | … | … |
Data as of 06/10/2026, Common starting date is 04/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEI-A (HEICO Corporation) | 04/28/1998 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 1.49 | 21.96 | 12.30 | 24.15 | 22.50 | 20.77 | … | … | -5.89 | 35.80 | 30.81 | 19.03 | -6.60 | 9.94 | 30.99 | 42.37 | 24.71 | 45.65 | 38.42 | 4.04 | 12.77 | 108.72 | -16.42 | 5.58 | 62.25 | 24.36 | -32.01 | 30.74 | 58.90 | 18.68 | 48.99 | 70.69 | -38.77 | 39.30 | -44.94 | -8.65 | -20.26 |
| Sharpe Ratio | NA | 0.01 | 0.81 | 0.36 | 0.66 | NA | NA | … | … | -0.30 | 1.09 | 1.22 | 0.64 | -0.28 | 0.35 | 0.55 | 1.61 | 0.46 | 1.29 | 1.76 | 0.15 | 0.49 | 3.45 | -0.50 | 0.11 | 1.52 | 0.53 | -0.62 | 0.70 | 1.85 | 0.65 | 1.34 | 1.68 | -0.88 | 0.71 | -0.94 | -0.30 | -0.58 |
| Standard Deviation(%) | NA | 30.64 | 26.78 | 27.46 | 34.51 | NA | NA | … | … | 35.21 | 30.36 | 22.25 | 24.17 | 28.90 | 28.37 | 55.59 | 25.47 | 50.85 | 35.12 | 21.77 | 27.55 | 26.28 | 31.48 | 33.01 | 48.83 | 40.99 | 45.49 | 53.06 | 39.84 | 30.07 | 25.26 | 35.91 | 41.65 | 45.20 | 52.87 | 52.41 | 39.78 | 54.50 |
| Draw Down(%) | NA | 27.11 | 27.11 | 27.11 | 49.70 | NA | NA | … | … | 27.11 | 13.62 | 14.27 | 14.47 | 22.06 | 18.84 | 46.46 | 19.28 | 40.87 | 19.69 | 17.76 | 18.47 | 20.32 | 10.12 | 30.86 | 35.45 | 25.93 | 40.78 | 54.60 | 19.64 | 23.70 | 17.49 | 27.70 | 37.57 | 57.73 | 45.36 | 52.34 | 48.72 | 58.90 |
| Yield(%) | 0.00 | 0.10 | 0.17 | 0.15 | 0.59 | 1.25 | 1.96 | … | … | 0.05 | 0.12 | 0.15 | 0.17 | 0.14 | 0.15 | 0.17 | 0.23 | 0.19 | 0.09 | 0.35 | 0.17 | 0.30 | 0.90 | 3.02 | 0.11 | 0.09 | 0.09 | 0.05 | 0.05 | 0.08 | 0.06 | 0.08 | 0.11 | 0.07 | 0.08 | 0.04 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEI-A (HEICO Corporation) |
-22.27%
Dec 1999 – Dec 2002 |
-21.13%
May 1998 – May 2003 |
2.52%
Feb 1999 – Feb 2009 |
7.99%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEI-A (HEICO Corporation) |
76.19%
Apr 2003 – Apr 2006 |
53.41%
Feb 2013 – Feb 2018 |
35.29%
Mar 2009 – Mar 2019 |
34.96%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart