Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLDVF (Henderson Land) | -1.35% | 25.99% | 11.51% | 1.16% | 3.58% | 7.38% | 12.88% | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLDVF (Henderson Land) | 05/10/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.43 | 25.99 | 11.51 | 1.16 | 3.58 | 7.38 | 12.88 | … | … | -1.35 | 20.57 | 21.08 | -8.84 | -8.35 | 23.43 | -16.35 | 13.90 | -5.66 | 20.81 | -10.91 | 0.13 | 46.98 | 13.25 | 57.43 | -8.52 | 16.26 | 140.19 | -37.87 | 88.68 | 0.17 |
| Sharpe Ratio | NA | 0.39 | 0.19 | -0.04 | 0.04 | NA | NA | … | … | -0.10 | 0.29 | 0.75 | -0.48 | -0.26 | 0.98 | -0.44 | 0.39 | -0.24 | 1.11 | -0.45 | 0.00 | 1.91 | 0.42 | 1.73 | -0.23 | 0.38 | 2.47 | -0.48 | 2.23 | -0.12 |
| Standard Deviation(%) | NA | 59.58 | 43.92 | 38.99 | 33.82 | NA | NA | … | … | 56.67 | 60.14 | 25.99 | 27.46 | 36.99 | 23.86 | 37.18 | 31.91 | 29.38 | 18.20 | 24.92 | 25.92 | 24.60 | 31.54 | 33.51 | 36.98 | 42.15 | 56.82 | 80.49 | 38.66 | 26.35 |
| Draw Down(%) | NA | 22.29 | 24.93 | 45.49 | 48.44 | NA | NA | … | … | 22.29 | 16.88 | 13.33 | 29.63 | 42.28 | 15.64 | 31.20 | 24.30 | 27.79 | 13.00 | 20.00 | 24.14 | 12.65 | 20.44 | 23.04 | 32.97 | 23.03 | 26.83 | 69.79 | 14.17 | 17.39 |
| Yield(%) | 0.00 | 2.16 | 4.97 | 4.96 | 6.69 | 7.53 | 12.70 | … | … | 0.00 | 2.40 | 5.58 | 6.48 | 5.60 | 17.36 | 4.70 | 4.29 | 18.74 | 2.54 | 2.16 | 1.90 | 2.29 | 20.24 | 10.54 | 20.92 | 19.52 | 23.00 | 17.22 | 18.75 | 1.03 |
Data as of 06/05/2026, Common starting date is 05/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLDVF (Henderson Land) |
-10.28%
Oct 2019 – Oct 2022 |
-6.92%
May 2015 – May 2020 |
-2.44%
Apr 2015 – Apr 2025 |
6.51%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLDVF (Henderson Land) |
60.44%
Oct 2008 – Oct 2011 |
47.51%
Oct 2008 – Oct 2013 |
25.81%
Oct 2008 – Oct 2018 |
17.41%
Sep 2006 – Sep 2021 |
Annualized Rolling Returns Comparison Chart