Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFSI | 1.07% | 7.91% | 8.12% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFSI | 09/22/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 7.91 | 8.12 | NA | NA | NA | NA | … | … | 1.07 | 9.56 | 7.91 | 9.91 | -12.60 | -1.57 |
| Sharpe Ratio | NA | 1.39 | 1.10 | NA | NA | NA | NA | … | … | -0.03 | 1.61 | 1.07 | 1.08 | -2.24 | -2.09 |
| Standard Deviation(%) | NA | 3.59 | 4.44 | NA | NA | NA | NA | … | … | 3.86 | 4.16 | 3.99 | 5.83 | 6.29 | 2.67 |
| Draw Down(%) | NA | 3.08 | 5.11 | NA | NA | NA | NA | … | … | 3.08 | 4.36 | 2.48 | 5.11 | 18.05 | 2.35 |
| Yield(%) | 0.00 | 5.68 | 6.29 | 4.39 | 2.20 | 1.46 | 1.10 | … | … | 2.10 | 5.86 | 6.62 | 5.96 | 4.07 | 0.69 |
Data as of 06/09/2026, Common starting date is 09/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFSI (HFSI) |
0.95%
Oct 2021 – Oct 2024 |
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 |
|---|---|---|---|---|
| HFSI (HFSI) |
10.82%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart