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
HIFS (Hingham Institution for Savings) 2.17% 28.11% 10.80% 0.64% 9.10% 13.44% 12.66%
Data as of 06/09/2026, Common starting date is 12/14/1988
More Performance Analytics Comparison
Name Start Date End Date
HIFS (Hingham Institution for Savings) 12/14/1988 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 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 1992 1991 1990 1989 1988
Annualized Return (%) 0.13 28.11 10.80 0.64 9.10 13.44 12.66 2.17 12.82 31.87 -28.60 -33.55 95.96 4.68 7.24 -3.84 5.93 65.86 39.24 12.43 27.33 33.84 9.66 48.87 26.03 -12.89 -11.40 -9.77 -9.93 7.54 41.40 29.55 45.77 15.90 -9.09 29.13 53.33 27.12 43.90 5.13 21.88 137.04 58.82 -52.78 -47.06 -1.45
Sharpe Ratio NA 0.59 0.24 -0.04 0.21 NA NA 0.06 0.23 0.72 -0.73 -1.12 4.13 0.09 0.26 -0.21 0.24 3.08 1.29 0.55 1.08 1.26 0.36 1.68 0.55 -0.31 -0.59 -0.54 -0.56 0.31 1.78 1.93 1.69 0.30 -0.36 0.52 1.80 0.70 0.89 0.04 0.34 1.77 0.51 -0.63 -1.10 -1.81
Standard Deviation(%) NA 45.39 41.66 38.37 34.45 NA NA 42.87 43.26 39.31 44.54 31.44 23.22 48.35 22.19 24.60 22.17 21.33 30.29 22.60 25.25 27.06 26.70 29.05 46.94 45.19 24.83 24.44 21.90 21.39 22.89 14.68 26.19 38.46 34.31 49.65 27.44 33.26 44.65 57.29 58.08 74.95 107.81 92.25 48.04 19.14
Draw Down(%) NA 21.14 34.63 64.79 64.79 NA NA 21.14 21.08 21.39 51.47 43.42 12.24 38.86 19.61 14.76 15.69 10.68 13.61 12.39 15.62 15.65 18.51 9.02 20.66 22.27 20.38 17.46 16.91 11.67 10.12 8.45 15.24 24.69 20.07 38.51 8.66 11.86 12.50 22.92 34.09 19.35 47.62 69.05 49.30 2.86
Yield(%) 0.00 1.42 1.25 0.97 1.74 3.69 4.57 0.72 1.01 0.95 0.90 0.71 1.30 1.71 0.84 0.69 0.65 1.03 1.34 1.40 1.64 2.60 2.27 3.01 3.05 2.73 2.35 2.10 1.79 1.76 2.33 2.69 3.42 3.47 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 06/09/2026, Common starting date is 12/14/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIFS (Hingham Institution for Savings) -16.96%
Apr 2021 – Apr 2024
-8.11%
Jan 2004 – Jan 2009
6.62%
Dec 1998 – Dec 2008
10.73%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIFS (Hingham Institution for Savings) 66.17%
Dec 1990 – Dec 1993
47.33%
Dec 1990 – Dec 1995
34.12%
Nov 1991 – Nov 2001
30.05%
Nov 1990 – Nov 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return