Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOTIX | 1.58% | 4.47% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/01/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOTIX | 05/01/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 4.47 | NA | NA | NA | NA | NA | … | … | 1.58 | 4.10 |
| Sharpe Ratio | NA | 0.62 | NA | NA | NA | NA | NA | … | … | 0.33 | 1.29 |
| Standard Deviation(%) | NA | 2.79 | NA | NA | NA | NA | NA | … | … | 2.97 | 2.65 |
| Draw Down(%) | NA | 1.88 | NA | NA | NA | NA | NA | … | … | 1.88 | 0.79 |
| Yield(%) | 0.00 | 5.65 | 2.10 | 1.26 | 0.63 | 0.42 | 0.31 | … | … | 2.55 | 3.73 |
Data as of 06/09/2026, Common starting date is 05/01/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTIX (HOTIX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| HOTIX (HOTIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart