Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIMU | 3.07% | 7.20% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/10/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIMU | 02/10/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 7.20 | NA | NA | NA | NA | NA | … | … | 3.07 | 1.14 |
| Sharpe Ratio | NA | 0.88 | NA | NA | NA | NA | NA | … | … | 0.86 | -0.19 |
| Standard Deviation(%) | NA | 4.59 | NA | NA | NA | NA | NA | … | … | 4.77 | 8.41 |
| Draw Down(%) | NA | 3.29 | NA | NA | NA | NA | NA | … | … | 3.29 | 8.01 |
| Yield(%) | 0.00 | 5.23 | 2.17 | 1.30 | 0.65 | 0.43 | 0.33 | … | … | 2.17 | 4.41 |
Data as of 06/09/2026, Common starting date is 02/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIMU (HIMU) |
0.00%
NA |
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 |
|---|---|---|---|---|
| HIMU (HIMU) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart