Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLP (Hongli Group Inc.) | -53.85% | -40.00% | -42.08% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/29/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLP (Hongli Group Inc.) | 03/29/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.64 | -40.00 | -42.08 | NA | NA | NA | NA | … | … | -53.85 | -5.34 | -17.86 | -52.00 |
| Sharpe Ratio | NA | -0.40 | -0.37 | NA | NA | NA | NA | … | … | -0.60 | -0.09 | -0.24 | -0.44 |
| Standard Deviation(%) | NA | 108.79 | 120.18 | NA | NA | NA | NA | … | … | 136.16 | 96.38 | 103.93 | 151.46 |
| Draw Down(%) | NA | 74.27 | 91.70 | NA | NA | NA | NA | … | … | 63.33 | 62.65 | 68.84 | 85.09 |
| Yield(%) | 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 03/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLP (Hongli Group Inc.) |
-43.19%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| HLP (Hongli Group Inc.) |
-37.09%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart