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
HISVF NA NA NA NA NA NA NA
Data as of 05/07/2025, Common starting date is 03/14/2025
More Performance Analytics Comparison
Name Start Date End Date
HISVF 03/14/2025 05/07/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025
Annualized Return (%) 4.48 NA NA NA NA NA NA 4.96
Sharpe Ratio NA NA NA NA NA NA NA 3.15
Standard Deviation(%) NA NA NA NA NA NA NA 11.43
Draw Down(%) NA NA NA NA NA NA NA 0.00
Yield(%) 0.00 0.46 0.15 0.09 0.05 0.03 0.02 0.46
Data as of 05/07/2025, Common starting date is 03/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HISVF (HISVF) 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
HISVF (HISVF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return