Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUSID (Nicola Mining Inc.) | NA | -13.14% | -8.58% | 0.18% | -18.80% | -20.16% | -18.91% | … | … |
Data as of 02/12/2024, Common starting date is 08/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUSID (Nicola Mining Inc.) | 08/11/2003 | 02/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.11 | -13.14 | -8.58 | 0.18 | -18.80 | -20.16 | -18.91 | … | … | -21.03 | 24.84 | 28.57 | -43.36 | 34.31 | 26.39 | -55.09 | 28.84 | 159.86 | -78.45 | 5.26 | -98.51 | 42.03 | -1.11 | 513.49 | 82.10 | -82.77 | -33.15 | 160.41 | -27.03 | -2.63 | 192.31 |
| Sharpe Ratio | NA | -0.10 | -0.08 | 0.01 | -0.10 | NA | NA | … | … | -2.18 | 0.13 | 0.23 | -0.39 | 0.24 | 0.13 | -0.41 | 0.28 | 0.88 | -0.15 | 0.02 | -0.39 | 0.55 | -0.01 | 1.07 | 0.10 | -0.06 | -0.18 | 0.42 | -0.10 | -0.01 | 4.84 |
| Standard Deviation(%) | NA | 157.69 | 131.73 | 136.75 | 195.58 | NA | NA | … | … | 41.70 | 165.59 | 119.40 | 111.00 | 138.34 | 189.73 | 136.17 | 101.08 | 177.63 | 526.97 | 319.35 | 252.99 | 78.01 | 130.65 | 336.92 | 800.19 | 1,312.88 | 235.81 | 242.97 | 379.16 | 322.39 | 369.04 |
| Draw Down(%) | NA | 70.00 | 70.00 | 70.00 | 98.08 | NA | NA | … | … | 21.03 | 70.00 | 41.18 | 57.04 | 53.25 | 37.35 | 59.68 | 47.52 | 55.13 | 92.50 | 83.52 | 98.99 | 40.39 | 57.97 | 17.85 | 41.98 | 89.63 | 38.27 | 61.06 | 51.28 | 59.26 | 25.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/12/2024, Common starting date is 08/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUSID (Nicola Mining Inc.) |
-87.00%
Apr 2012 – Apr 2015 |
-68.23%
Mar 2011 – Mar 2016 |
-42.44%
Oct 2012 – Oct 2022 |
-26.08%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUSID (Nicola Mining Inc.) |
99.69%
Feb 2010 – Feb 2013 |
68.06%
Aug 2006 – Aug 2011 |
-6.70%
Jan 2014 – Jan 2024 |
-16.59%
Sep 2006 – Sep 2021 |
Annualized Rolling Returns Comparison Chart