Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HONT (Honat Bancorp Inc) | 8.51% | 21.20% | 5.98% | 3.01% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HONT (Honat Bancorp Inc) | 01/11/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 21.20 | 5.98 | 3.01 | NA | NA | NA | … | … | 8.51 | 9.32 | 3.33 | 0.52 | -4.77 | 10.71 |
| Sharpe Ratio | NA | 0.81 | 0.15 | 0.01 | NA | NA | NA | … | … | 1.01 | 0.26 | -0.01 | -0.06 | -0.15 | 0.25 |
| Standard Deviation(%) | NA | 24.77 | 28.76 | 38.77 | NA | NA | NA | … | … | 17.90 | 24.56 | 30.38 | 55.31 | 42.08 | 44.85 |
| Draw Down(%) | NA | 7.20 | 16.65 | 35.89 | NA | NA | NA | … | … | 4.20 | 7.20 | 14.93 | 35.89 | 20.66 | 16.43 |
| Yield(%) | 0.00 | 2.55 | 1.93 | 1.75 | 1.05 | 0.70 | 0.53 | … | … | 1.17 | 2.50 | 1.16 | 2.20 | 2.00 | 1.23 |
Data as of 06/10/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONT (Honat Bancorp Inc) |
-6.39%
Jan 2022 – Jan 2025 |
0.80%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONT (Honat Bancorp Inc) |
6.60%
Apr 2023 – Apr 2026 |
3.41%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart