Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSHZY (Hoshizaki Corporation) | -7.18% | -23.65% | -3.19% | -2.25% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSHZY (Hoshizaki Corporation) | 03/17/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | -23.65 | -3.19 | -2.25 | NA | NA | NA | … | … | -7.18 | -17.74 | 37.09 | 0.46 | -9.71 | -20.08 |
| Sharpe Ratio | NA | -0.76 | -0.15 | -0.13 | NA | NA | NA | … | … | -0.84 | -0.54 | 0.59 | -0.15 | -0.43 | -0.79 |
| Standard Deviation(%) | NA | 34.52 | 41.93 | 35.70 | NA | NA | NA | … | … | 21.96 | 38.45 | 56.85 | 21.25 | 25.97 | 31.12 |
| Draw Down(%) | NA | 25.02 | 39.76 | 43.50 | NA | NA | NA | … | … | 8.78 | 25.43 | 39.76 | 17.82 | 25.17 | 29.16 |
| Yield(%) | 0.00 | 2.50 | 2.13 | 1.02 | 0.44 | 0.29 | 0.22 | … | … | 0.00 | 2.50 | 2.20 | 1.92 | 0.95 | 1.01 |
Data as of 06/05/2026, Common starting date is 03/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSHZY (Hoshizaki Corporation) |
-10.20%
Aug 2021 – Aug 2024 |
-2.39%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSHZY (Hoshizaki Corporation) |
13.09%
Sep 2022 – Sep 2025 |
-2.18%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart