Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HFRO-P-A NA -17.45% -8.37% -8.07% NA NA NA
Data as of 10/09/2025, Common starting date is 07/30/2019
More Performance Analytics Comparison
Name Start Date End Date
HFRO-P-A 07/30/2019 10/09/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -17.45 -8.37 -8.07 NA NA NA
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 10/09/2025, Common starting date is 07/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HFRO-P-A (HFRO-P-A) -14.00%
Dec 2021 – Dec 2024
-8.83%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HFRO-P-A (HFRO-P-A) -3.02%
Aug 2019 – Aug 2022
-4.69%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return