Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HULYX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS Y) | 0.80% | 5.60% | 2.76% | 0.44% | 1.14% | 1.86% | 2.39% | … | … |
Data as of 06/10/2026, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HULYX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS Y) | 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 | 5.60 | 2.76 | 0.44 | 1.14 | 1.86 | 2.39 | … | … | 0.80 | 3.99 | 1.22 | 3.38 | -6.50 | 0.06 | 3.53 | 4.79 | 0.80 | 2.37 | -0.17 | 2.25 | 5.60 | -2.34 | 4.45 | 7.50 | 1.65 | 7.55 | 1.37 | 3.23 | 3.86 | 2.05 | 2.87 | 4.93 | 8.69 | 4.71 | 10.01 | -2.50 | 5.96 | 8.98 | 6.70 |
| Sharpe Ratio | NA | 1.31 | -0.15 | -0.69 | -0.16 | NA | NA | … | … | -0.15 | 0.31 | -0.96 | -0.09 | -2.63 | 0.03 | 0.56 | 2.38 | -0.43 | 1.03 | -0.20 | 1.34 | 3.48 | -0.98 | 2.19 | 3.39 | 0.82 | 2.98 | 0.09 | 0.03 | 0.21 | -0.10 | 0.62 | 1.48 | 2.80 | 0.87 | 2.20 | -2.32 | 0.93 | 1.69 | 1.51 |
| Standard Deviation(%) | NA | 2.34 | 3.11 | 2.92 | 2.94 | NA | NA | … | … | 2.69 | 3.64 | 2.50 | 3.19 | 3.03 | 1.26 | 5.78 | 1.39 | 1.36 | 1.67 | 2.00 | 1.65 | 1.60 | 2.43 | 2.02 | 2.21 | 1.90 | 2.50 | 4.56 | 2.28 | 2.10 | 2.12 | 3.05 | 2.86 | 2.69 | 2.63 | 2.63 | 2.53 | 2.67 | 3.12 | 4.16 |
| Draw Down(%) | NA | 2.42 | 5.42 | 10.51 | 10.51 | NA | NA | … | … | 2.42 | 3.66 | 1.95 | 6.10 | 9.96 | 1.54 | 8.65 | 1.30 | 1.59 | 1.99 | 4.35 | 2.15 | 0.98 | 5.18 | 1.80 | 1.65 | 3.10 | 1.39 | 7.52 | 1.65 | 1.23 | 1.90 | 4.31 | 3.99 | 2.78 | 3.17 | 3.22 | 4.65 | 1.96 | 2.21 | 1.78 |
| Yield(%) | 0.00 | 2.74 | 2.42 | 1.99 | 1.96 | 2.28 | 2.66 | … | … | 0.99 | 2.76 | 2.23 | 2.08 | 1.64 | 1.70 | 1.92 | 2.16 | 2.19 | 1.83 | 2.21 | 2.47 | 2.88 | 2.74 | 2.86 | 3.35 | 3.08 | 3.65 | 4.07 | 4.28 | 4.28 | 4.06 | 3.82 | 4.16 | 4.45 | 4.83 | 5.28 | 5.50 | 5.46 | 6.32 | 4.94 |
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 |
|---|---|---|---|---|
| HULYX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS Y) |
-3.05%
Oct 2020 – Oct 2023 |
-0.43%
Jul 2020 – Jul 2025 |
0.67%
Oct 2012 – Oct 2022 |
1.60%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULYX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS Y) |
8.81%
May 2000 – May 2003 |
6.44%
Jan 2000 – Jan 2005 |
5.23%
May 1996 – May 2006 |
4.82%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison Chart