Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTBI (HomeTrust Bancshares Inc) | NA | 42.36% | 7.82% | 7.98% | 9.67% | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 07/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTBI (HomeTrust Bancshares Inc) | 07/12/2012 | 02/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 42.36 | 7.82 | 7.98 | 9.67 | NA | NA | … | … | 8.52 | 27.65 | 13.39 | -20.89 | 62.42 | -26.82 | 3.46 | 1.90 | -0.58 | 27.90 | 21.55 | 4.19 | 18.36 | 13.24 |
| Sharpe Ratio | NA | 1.13 | 0.11 | 0.13 | 0.25 | NA | NA | … | … | 2.82 | 0.65 | 0.26 | -0.98 | 2.23 | -0.41 | 0.12 | 0.03 | -0.05 | 1.34 | 1.25 | 0.37 | 1.14 | 2.10 |
| Standard Deviation(%) | NA | 31.43 | 30.90 | 40.02 | 31.39 | NA | NA | … | … | 27.43 | 32.64 | 35.05 | 22.82 | 27.96 | 65.78 | 17.28 | 19.22 | 22.26 | 20.66 | 17.23 | 11.21 | 16.07 | 14.59 |
| Draw Down(%) | NA | 17.43 | 39.71 | 53.55 | 57.65 | NA | NA | … | … | 6.18 | 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 | 1.77 | 1.37 | 1.41 | 1.43 | 1.27 | 0.96 | … | … | 0.36 | 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 02/21/2025, Common starting date is 07/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTBI (HomeTrust Bancshares Inc) |
-18.45%
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 |
|---|---|---|---|---|
| HTBI (HomeTrust Bancshares Inc) |
20.79%
Jul 2020 – Jul 2023 |
16.03%
Nov 2012 – Nov 2017 |
10.15%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart