Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HULCX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS C) | 0.57% | 4.77% | 1.80% | -0.53% | 0.18% | 0.89% | 1.41% | … | … |
Data as of 06/10/2026, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HULCX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS C) | 04/25/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.77 | 1.80 | -0.53 | 0.18 | 0.89 | 1.41 | … | … | 0.57 | 2.97 | 0.21 | 2.37 | -7.47 | -0.93 | 2.43 | 3.75 | -0.18 | 1.72 | -1.26 | 1.26 | 4.68 | -3.32 | 3.41 | 6.45 | 0.72 | 6.59 | 0.38 | 2.20 | 2.70 | 0.98 | 2.01 | 4.00 | 7.79 | 3.96 | 9.87 | -3.47 | 4.88 | 6.74 | 4.72 |
| Sharpe Ratio | NA | 0.96 | -0.48 | -1.06 | -0.50 | NA | NA | … | … | -0.46 | 0.03 | -1.42 | -0.40 | -3.05 | -0.78 | 0.37 | 1.81 | -1.27 | 0.65 | -0.76 | 0.79 | 3.14 | -1.42 | 1.79 | 3.11 | 0.34 | 2.73 | -0.13 | -0.46 | -0.38 | -0.66 | 0.35 | 1.21 | 2.60 | 0.61 | 2.09 | -2.90 | 0.60 | 1.11 | 0.87 |
| Standard Deviation(%) | NA | 2.21 | 3.01 | 2.83 | 2.90 | NA | NA | … | … | 2.58 | 3.47 | 2.41 | 3.20 | 2.93 | 1.21 | 5.85 | 1.26 | 1.24 | 1.63 | 1.94 | 1.55 | 1.48 | 2.36 | 1.89 | 2.06 | 1.84 | 2.38 | 4.51 | 2.10 | 1.89 | 1.94 | 2.91 | 2.72 | 2.56 | 2.53 | 2.70 | 2.36 | 2.36 | 2.75 | 3.80 |
| Draw Down(%) | NA | 2.42 | 5.77 | 12.40 | 12.71 | NA | NA | … | … | 2.42 | 3.65 | 2.04 | 6.58 | 10.59 | 1.76 | 8.75 | 1.39 | 2.00 | 2.07 | 4.75 | 2.38 | 1.05 | 5.59 | 1.88 | 1.65 | 3.35 | 1.39 | 7.70 | 1.81 | 1.46 | 1.89 | 4.49 | 4.22 | 2.79 | 3.31 | 3.29 | 4.97 | 1.75 | 2.43 | 1.73 |
| Yield(%) | 0.00 | 1.83 | 1.46 | 1.09 | 1.06 | 1.32 | 1.71 | … | … | 0.66 | 1.78 | 1.24 | 1.10 | 0.69 | 0.72 | 0.93 | 1.13 | 1.23 | 1.10 | 1.21 | 1.51 | 1.89 | 1.78 | 1.85 | 2.34 | 2.15 | 2.71 | 3.12 | 3.29 | 3.26 | 3.02 | 2.99 | 3.16 | 3.58 | 4.19 | 5.13 | 4.54 | 4.43 | 4.31 | 3.05 |
Data as of 06/10/2026, Common starting date is 04/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULCX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS C) |
-3.99%
Oct 2020 – Oct 2023 |
-1.42%
Jul 2020 – Jul 2025 |
-0.29%
Oct 2012 – Oct 2022 |
0.62%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULCX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS C) |
8.23%
May 2000 – May 2003 |
5.70%
Jan 2000 – Jan 2005 |
4.13%
Jan 2000 – Jan 2010 |
3.76%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart