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
HMBRF NA -14.69% 0.58% 3.01% NA NA NA
Data as of 05/13/2025, Common starting date is 04/24/2020
More Performance Analytics Comparison
Name Start Date End Date
HMBRF 04/24/2020 05/13/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -14.69 0.58 3.01 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 5.78 6.01 3.01 2.00 1.50
Data as of 05/13/2025, Common starting date is 04/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HMBRF (HMBRF) 2.44%
Apr 2022 – Apr 2025
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
HMBRF (HMBRF) 8.39%
Apr 2021 – Apr 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return