Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTLIF | NA | 36.35% | NA | NA | NA | NA | NA | … | … |
Data as of 11/19/2024, Common starting date is 04/18/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTLIF | 04/18/2023 | 11/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.71 | 36.35 | NA | NA | NA | NA | NA | … | … | 38.26 | 4.71 |
| Sharpe Ratio | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 1.60 | 0.19 |
| Standard Deviation(%) | NA | 23.07 | NA | NA | NA | NA | NA | … | … | 23.09 | 20.26 |
| Draw Down(%) | NA | 8.73 | NA | NA | NA | NA | NA | … | … | 8.73 | 18.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 11/19/2024, Common starting date is 04/18/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLIF (HTLIF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLIF (HTLIF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart