Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRTG (Heritage Insurance Holdings, Inc.) | -24.13% | -5.65% | 70.74% | 21.59% | 7.12% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRTG (Heritage Insurance Holdings, Inc.) | 05/27/2014 | 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 (%) | 6.32 | -5.65 | 70.74 | 21.59 | 7.12 | NA | NA | … | … | -24.13 | 139.59 | 85.58 | 262.22 | -68.58 | -40.11 | -21.87 | -8.50 | -17.08 | 16.98 | -27.01 | 12.55 | 63.00 |
| Sharpe Ratio | NA | -0.20 | 0.94 | 0.29 | 0.09 | NA | NA | … | … | -0.90 | 2.34 | 1.02 | 3.37 | -0.88 | -0.98 | -0.46 | -0.32 | -0.53 | 0.35 | -0.68 | 0.32 | 3.75 |
| Standard Deviation(%) | NA | 57.90 | 67.14 | 69.91 | 56.99 | NA | NA | … | … | 56.05 | 59.97 | 77.67 | 77.59 | 79.54 | 41.05 | 47.72 | 30.63 | 34.73 | 47.23 | 39.95 | 38.67 | 33.29 |
| Draw Down(%) | NA | 32.95 | 43.90 | 84.89 | 92.22 | NA | NA | … | … | 31.16 | 26.90 | 43.90 | 34.05 | 81.56 | 53.05 | 33.55 | 19.94 | 30.00 | 41.34 | 46.91 | 36.85 | 11.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.68 | 1.17 | 0.89 | 0.67 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.04 | 2.30 | 1.83 | 1.61 | 1.36 | 1.50 | 1.10 | 0.26 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRTG (Heritage Insurance Holdings, Inc.) |
-50.34%
Oct 2019 – Oct 2022 |
-36.59%
Nov 2017 – Nov 2022 |
-6.00%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRTG (Heritage Insurance Holdings, Inc.) |
160.15%
Nov 2022 – Nov 2025 |
27.66%
Apr 2021 – Apr 2026 |
9.77%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart