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
HOKRF (Hooker Ltd Ord) NA 7.25% -33.62% -21.75% -11.51% -7.83% NA
Data as of 09/26/2025, Common starting date is 01/29/2010
More Performance Analytics Comparison
Name Start Date End Date
HOKRF (Hooker Ltd Ord) 01/29/2010 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 7.25 -33.62 -21.75 -11.51 -7.83 NA 2.60 -71.49 0.46 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Sharpe Ratio NA 1.21 -0.34 -0.30 -0.25 NA NA 0.26 -0.24 0.62 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Standard Deviation(%) NA 3.49 108.46 79.84 51.26 NA NA 2.12 154.66 0.34 NA NA NA NA NA NA NA NA NA NA
Draw Down(%) NA 0.00 72.73 72.73 72.73 NA NA 0.00 72.73 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 4.24 0.39 0.29 0.18 0.12 0.09 2.55 0.44 0.46 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 01/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOKRF (Hooker Ltd Ord) -35.02%
Jul 2021 – Jul 2024
-22.79%
Jul 2019 – Jul 2024
-11.51%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOKRF (Hooker Ltd Ord) 0.21%
Mar 2018 – Mar 2021
0.12%
Mar 2016 – Mar 2021
-11.51%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return