Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTB | 10.66% | 32.85% | 32.83% | 11.44% | 10.48% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/11/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTB | 07/11/2012 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 32.85 | 32.83 | 11.44 | 10.48 | NA | NA | … | … | 10.66 | 29.14 | 26.97 | 13.39 | -20.89 | 62.41 | -26.81 | 3.47 | 1.90 | -0.58 | 27.90 | 21.55 | 4.19 | 18.36 | 15.47 |
| Sharpe Ratio | NA | 1.29 | 1.02 | 0.32 | 0.28 | NA | NA | … | … | 1.04 | 1.04 | 0.72 | 0.28 | -0.98 | 2.23 | -0.41 | 0.12 | 0.03 | -0.06 | 1.34 | 1.25 | 0.37 | 1.14 | 2.43 |
| Standard Deviation(%) | NA | 23.49 | 28.98 | 28.07 | 31.97 | NA | NA | … | … | 23.23 | 25.42 | 32.51 | 35.11 | 22.82 | 27.96 | 65.78 | 17.28 | 19.22 | 22.26 | 20.66 | 17.23 | 11.21 | 16.07 | 14.76 |
| Draw Down(%) | NA | 9.67 | 20.94 | 42.93 | 57.65 | NA | NA | … | … | 8.14 | 15.55 | 17.73 | 37.87 | 32.41 | 12.73 | 54.35 | 12.91 | 18.71 | 14.40 | 14.91 | 7.26 | 9.31 | 6.53 | 7.03 |
| Yield(%) | 0.00 | 1.47 | 2.27 | 1.47 | 1.51 | 1.67 | 1.25 | … | … | 0.65 | 1.48 | 1.68 | 1.72 | 1.17 | 1.69 | 1.08 | 0.93 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/11/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTB (HTB) |
-18.44%
Sep 2017 – Sep 2020 |
-5.59%
Sep 2015 – Sep 2020 |
2.54%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTB (HTB) |
35.28%
May 2023 – May 2026 |
26.52%
Sep 2020 – Sep 2025 |
10.56%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart