Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLIO (Helios Technologies, Inc.) | 57.20% | 157.77% | 11.22% | 3.47% | 11.62% | 11.90% | 14.36% | … | … |
Data as of 06/09/2026, Common starting date is 01/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLIO (Helios Technologies, Inc.) | 01/10/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 157.77 | 11.22 | 3.47 | 11.62 | 11.90 | 14.36 | … | … | 57.20 | 20.97 | -0.78 | -16.19 | -47.97 | 98.38 | 16.36 | 40.53 | -48.35 | 63.03 | 27.66 | -18.16 | 3.41 | 58.69 | 13.43 | 41.69 | 48.26 | 43.20 | -24.08 | 24.62 | 8.25 | 22.90 | 124.47 | 14.45 | 6.71 | 17.80 | 0.73 | -21.80 | -30.73 | 6.67 |
| Sharpe Ratio | NA | 3.27 | 0.25 | 0.01 | 0.23 | NA | NA | … | … | 3.84 | 0.36 | -0.11 | -0.51 | -1.16 | 3.00 | 0.26 | 0.82 | -1.11 | 2.45 | 0.82 | -0.71 | 0.10 | 2.03 | 0.33 | 0.59 | 1.06 | 0.71 | -0.31 | 0.30 | 0.11 | 0.25 | 2.11 | 0.22 | 0.13 | 0.31 | -0.06 | -0.43 | -0.65 | 0.08 |
| Standard Deviation(%) | NA | 47.01 | 44.35 | 42.23 | 43.25 | NA | NA | … | … | 42.89 | 50.80 | 39.23 | 39.16 | 42.79 | 32.77 | 61.37 | 47.57 | 44.92 | 25.55 | 33.27 | 25.76 | 32.87 | 28.90 | 40.28 | 70.27 | 45.47 | 60.43 | 81.61 | 70.93 | 43.97 | 81.27 | 58.55 | 61.36 | 43.64 | 51.09 | 59.56 | 58.38 | 52.75 | 39.19 |
| Draw Down(%) | NA | 17.07 | 61.12 | 76.93 | 76.93 | NA | NA | … | … | 17.07 | 44.05 | 25.38 | 47.17 | 52.94 | 17.44 | 38.85 | 29.26 | 55.49 | 13.78 | 22.16 | 34.07 | 19.09 | 11.82 | 36.35 | 41.90 | 29.19 | 46.04 | 72.64 | 58.91 | 33.87 | 57.19 | 38.75 | 30.76 | 13.69 | 18.29 | 42.33 | 36.84 | 54.55 | 17.17 |
| Yield(%) | 0.00 | 1.19 | 0.59 | 0.50 | 1.21 | 1.65 | 5.60 | … | … | 0.38 | 0.81 | 0.81 | 0.66 | 0.35 | 0.69 | 0.78 | 1.07 | 0.55 | 0.73 | 1.31 | 1.16 | 3.70 | 1.66 | 2.04 | 1.62 | 3.22 | 2.46 | 1.92 | 2.30 | 2.10 | 2.85 | 2.99 | 28.06 | 2.08 | 2.48 | 2.74 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIO (Helios Technologies, Inc.) |
-25.83%
Mar 2022 – Mar 2025 |
-13.50%
Jun 1998 – Jun 2003 |
-2.68%
Apr 2015 – Apr 2025 |
7.02%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIO (Helios Technologies, Inc.) |
81.68%
May 2002 – May 2005 |
52.58%
Jun 2002 – Jun 2007 |
32.16%
Oct 2003 – Oct 2013 |
25.68%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart