Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRGG (Heritage NOLA Bancorp Inc) | 11.43% | 33.56% | 27.09% | 7.16% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRGG (Heritage NOLA Bancorp Inc) | 07/14/2017 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 33.56 | 27.09 | 7.16 | NA | NA | NA | … | … | 11.43 | 15.00 | -21.87 | 29.13 | -12.00 | 28.63 | -5.86 | 0.00 | 7.11 | -0.83 |
| Sharpe Ratio | NA | 1.56 | 0.50 | 0.12 | NA | NA | NA | … | … | 2.10 | 0.46 | -0.59 | 0.36 | -0.79 | 2.22 | -0.16 | -0.38 | 0.46 | -0.17 |
| Standard Deviation(%) | NA | 19.82 | 47.53 | 40.21 | NA | NA | NA | … | … | 12.47 | 27.12 | 45.08 | 70.25 | 17.03 | 17.73 | 38.64 | 3.66 | 12.65 | 14.70 |
| Draw Down(%) | NA | 6.54 | 44.39 | 54.92 | NA | NA | NA | … | … | 3.41 | 12.84 | 44.39 | 45.93 | 19.29 | 5.04 | 29.26 | 2.62 | 5.60 | 6.22 |
| 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 |
Data as of 06/09/2026, Common starting date is 07/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRGG (Heritage NOLA Bancorp Inc) |
-7.72%
Jul 2021 – Jul 2024 |
-5.21%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRGG (Heritage NOLA Bancorp Inc) |
26.32%
May 2023 – May 2026 |
11.54%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart