Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGBL (Heritage Global Inc.) | 4.84% | -36.59% | -29.88% | -14.65% | 21.86% | 0.65% | 4.30% | … | … |
Data as of 06/11/2026, Common starting date is 03/24/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGBL (Heritage Global Inc.) | 03/24/1993 | 06/11/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | -36.59 | -29.88 | -14.65 | 21.86 | 0.65 | 4.30 | … | … | 4.84 | -31.89 | -33.45 | 18.30 | 25.67 | -29.70 | 171.43 | 117.78 | 21.62 | -21.28 | 104.35 | -28.13 | -54.93 | -35.45 | -38.89 | 1,400.00 | -20.00 | 7.14 | -54.84 | -22.50 | -34.43 | 1.67 | -72.48 | -16.15 | 62.50 | -89.76 | -71.91 | 30.88 | -65.31 | 20.99 | 237.50 | -25.00 | -62.79 | 53.57 |
| Sharpe Ratio | NA | -1.07 | -0.81 | -0.33 | 0.23 | NA | NA | … | … | 0.13 | -0.86 | -1.06 | 0.29 | 0.43 | -0.49 | 1.82 | 1.35 | 0.16 | -0.18 | 0.61 | -0.13 | -0.35 | -0.38 | -0.30 | 4.13 | -0.06 | 0.02 | -0.18 | -0.11 | -0.17 | 0.00 | -0.56 | -0.10 | 0.31 | -0.50 | -0.53 | 0.29 | -0.75 | 0.14 | 1.59 | -0.11 | -0.47 | 0.65 |
| Standard Deviation(%) | NA | 39.16 | 42.84 | 49.74 | 83.26 | NA | NA | … | … | 39.53 | 41.06 | 42.48 | 49.51 | 56.10 | 60.71 | 93.61 | 86.06 | 130.51 | 119.39 | 171.10 | 213.61 | 157.10 | 93.28 | 131.90 | 339.37 | 338.94 | 352.35 | 309.02 | 226.76 | 225.44 | 172.33 | 131.69 | 174.75 | 201.12 | 185.82 | 144.04 | 95.19 | 91.46 | 122.55 | 145.16 | 251.30 | 139.67 | 110.30 |
| Draw Down(%) | NA | 49.57 | 70.97 | 70.97 | 74.19 | NA | NA | … | … | 19.31 | 48.73 | 47.85 | 40.94 | 46.63 | 58.29 | 62.16 | 30.26 | 52.63 | 65.33 | 62.86 | 74.51 | 75.00 | 47.27 | 60.00 | 82.00 | 89.47 | 84.00 | 91.11 | 74.17 | 80.00 | 70.67 | 89.60 | 73.21 | 81.82 | 93.00 | 95.70 | 55.95 | 75.56 | 68.47 | 55.70 | 72.73 | 64.44 | 26.67 |
| Yield(%) | 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 | 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 | 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 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 03/24/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGBL (Heritage Global Inc.) |
-76.87%
Mar 2000 – Mar 2003 |
-69.59%
Apr 2000 – Apr 2005 |
-54.49%
Mar 2000 – Mar 2010 |
-35.78%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGBL (Heritage Global Inc.) |
137.13%
Mar 2009 – Mar 2012 |
90.37%
Feb 2016 – Feb 2021 |
36.32%
Dec 2010 – Dec 2020 |
24.65%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart