Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERXF (Héroux-Devtek Inc) | NA | 67.38% | 15.74% | 7.92% | 10.46% | 14.45% | NA | … | … |
Data as of 02/13/2025, Common starting date is 08/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERXF (Héroux-Devtek Inc) | 08/04/2009 | 02/13/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 67.38 | 15.74 | 7.92 | 10.46 | 14.45 | NA | … | … | -3.79 | 94.35 | 22.15 | -30.60 | 29.73 | -23.25 | 40.47 | -18.04 | 4.52 | 27.04 | -2.48 | -4.82 | 10.78 | 124.67 | 8.77 | 24.84 | 16.42 |
| Sharpe Ratio | NA | 2.25 | 0.37 | 0.12 | 0.24 | NA | NA | … | … | -3.80 | 3.19 | 0.78 | -0.80 | 0.79 | -0.29 | 1.51 | -0.81 | 0.17 | 1.12 | -0.13 | -0.24 | 0.55 | 3.20 | 0.20 | 0.97 | 2.25 |
| Standard Deviation(%) | NA | 27.00 | 30.85 | 46.12 | 36.39 | NA | NA | … | … | 8.07 | 27.79 | 23.13 | 40.16 | 37.64 | 79.52 | 25.92 | 23.80 | 23.14 | 23.91 | 19.12 | 20.53 | 19.52 | 39.43 | 44.21 | 25.61 | 19.79 |
| Draw Down(%) | NA | 9.48 | 41.81 | 55.79 | 56.58 | NA | NA | … | … | 3.79 | 6.46 | 12.87 | 41.81 | 17.42 | 56.38 | 17.76 | 25.10 | 21.37 | 12.55 | 15.07 | 13.74 | 21.20 | 11.64 | 31.51 | 11.69 | 5.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.10 | 6.20 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 78.41 | 0.00 | 0.00 | 0.00 |
Data as of 02/13/2025, Common starting date is 08/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERXF (Héroux-Devtek Inc) |
-13.85%
Sep 2017 – Sep 2020 |
-4.55%
Oct 2015 – Oct 2020 |
0.72%
Sep 2012 – Sep 2022 |
14.53%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERXF (Héroux-Devtek Inc) |
47.94%
Jan 2010 – Jan 2013 |
28.35%
Nov 2009 – Nov 2014 |
17.86%
Jan 2010 – Jan 2020 |
14.86%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart