Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPE-PC (Hewlett Packard Enterprise Co) | 93.56% | 149.61% | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 09/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPE-PC (Hewlett Packard Enterprise Co) | 09/11/2024 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 149.61 | NA | NA | NA | NA | NA | … | … | 93.56 | 13.39 | 23.97 |
| Sharpe Ratio | NA | 3.42 | NA | NA | NA | NA | NA | … | … | 5.91 | 0.29 | 3.09 |
| Standard Deviation(%) | NA | 42.74 | NA | NA | NA | NA | NA | … | … | 54.81 | 36.35 | 31.95 |
| Draw Down(%) | NA | 19.82 | NA | NA | NA | NA | NA | … | … | 18.88 | 40.46 | 11.83 |
| Yield(%) | 0.00 | 7.15 | 4.26 | 2.55 | 1.28 | 0.85 | 0.64 | … | … | 2.86 | 6.13 | 1.61 |
Data as of 06/15/2026, Common starting date is 09/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPE-PC (Hewlett Packard Enterprise Co) |
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 |
|---|---|---|---|---|
| HPE-PC (Hewlett Packard Enterprise Co) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart