Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HI (Hillenbrand Inc) | 0.82% | -0.47% | -8.59% | -4.30% | 4.57% | 5.31% | NA | … | … |
Data as of 02/10/2026, Common starting date is 03/20/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HI (Hillenbrand Inc) | 03/20/2008 | 02/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | -0.47 | -8.59 | -4.30 | 4.57 | 5.31 | NA | … | … | 0.82 | 6.69 | -34.04 | 14.37 | -16.23 | 33.06 | 23.56 | -10.12 | -13.58 | 17.90 | 32.82 | -11.69 | 20.25 | 34.13 | 5.24 | 11.24 | 14.47 | 16.30 | -7.33 |
| Sharpe Ratio | NA | -0.06 | -0.27 | -0.17 | 0.08 | NA | NA | … | … | 2.82 | 0.07 | -0.92 | 0.36 | -0.49 | 1.05 | 0.38 | -0.37 | -0.64 | 0.84 | 1.40 | -0.46 | 0.91 | 1.82 | 0.24 | 0.34 | 0.64 | 0.40 | -0.20 |
| Standard Deviation(%) | NA | 56.08 | 43.97 | 40.02 | 37.92 | NA | NA | … | … | 1.82 | 58.02 | 40.85 | 30.37 | 36.13 | 31.33 | 61.72 | 31.09 | 23.41 | 20.70 | 23.35 | 25.71 | 22.23 | 18.76 | 21.88 | 32.78 | 22.43 | 40.71 | 50.62 |
| Draw Down(%) | NA | 46.28 | 63.59 | 63.59 | 71.95 | NA | NA | … | … | 0.19 | 46.82 | 48.85 | 29.51 | 29.99 | 20.00 | 56.93 | 42.27 | 31.01 | 9.20 | 16.81 | 25.17 | 12.53 | 9.21 | 28.27 | 27.03 | 25.52 | 24.29 | 42.53 |
| Yield(%) | 0.00 | 2.71 | 1.97 | 1.96 | 3.32 | 3.83 | 3.84 | … | … | 0.00 | 2.96 | 1.90 | 2.05 | 1.70 | 2.24 | 2.54 | 2.22 | 1.86 | 2.15 | 2.81 | 2.36 | 2.75 | 3.35 | 3.43 | 3.68 | 3.97 | 3.11 | 0.00 |
Data as of 02/10/2026, Common starting date is 03/20/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HI (Hillenbrand Inc) |
-21.53%
Jul 2022 – Jul 2025 |
-7.08%
Mar 2015 – Mar 2020 |
-2.24%
May 2015 – May 2025 |
1.16%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HI (Hillenbrand Inc) |
38.46%
Mar 2020 – Mar 2023 |
19.52%
Nov 2012 – Nov 2017 |
13.85%
Nov 2008 – Nov 2018 |
10.84%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart