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
HOYY -29.15% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/30/2025
More Performance Analytics Comparison
Name Start Date End Date
HOYY 09/30/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.07 NA NA NA NA NA NA -29.15 -24.33
Sharpe Ratio NA NA NA NA NA NA NA -1.94 -1.48
Standard Deviation(%) NA NA NA NA NA NA NA 30.90 46.91
Draw Down(%) NA NA NA NA NA NA NA 37.43 28.35
Yield(%) 1.42 43.92 14.64 8.78 4.39 2.93 2.20 32.00 26.87
Data as of 06/09/2026, Common starting date is 09/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOYY (HOYY) 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
HOYY (HOYY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return