Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HQY (HealthEquity, Inc.) | -2.06% | -16.32% | 11.87% | 2.84% | 11.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQY (HealthEquity, Inc.) | 08/01/2014 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.29 | -16.32 | 11.87 | 2.84 | 11.96 | NA | NA | … | … | -2.06 | -2.57 | 45.25 | 7.56 | 39.33 | -36.54 | -5.89 | 24.11 | 27.84 | 15.15 | 61.63 | -1.49 | 50.15 |
| Sharpe Ratio | NA | -0.67 | 0.31 | -0.02 | 0.25 | NA | NA | … | … | -0.25 | -0.14 | 1.21 | 0.08 | 0.96 | -0.75 | -0.09 | 0.49 | 0.61 | 0.39 | 1.43 | -0.04 | 3.45 |
| Standard Deviation(%) | NA | 35.65 | 36.90 | 40.49 | 44.86 | NA | NA | … | … | 40.09 | 40.59 | 32.26 | 40.88 | 39.54 | 48.55 | 70.69 | 47.19 | 43.26 | 37.38 | 42.65 | 39.75 | 47.88 |
| Draw Down(%) | NA | 35.04 | 36.07 | 52.81 | 60.65 | NA | NA | … | … | 25.68 | 32.96 | 21.81 | 24.31 | 26.56 | 56.58 | 53.79 | 38.48 | 45.85 | 25.46 | 36.70 | 28.29 | 19.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQY (HealthEquity, Inc.) |
-14.89%
Nov 2018 – Nov 2021 |
-6.44%
Aug 2018 – Aug 2023 |
11.16%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQY (HealthEquity, Inc.) |
56.94%
Feb 2016 – Feb 2019 |
31.65%
Feb 2016 – Feb 2021 |
18.40%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart