Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVTA (Haverty Furniture Cos. Inc. Cl A) | NA | -23.30% | -5.15% | 8.02% | 2.44% | 4.07% | 3.84% | … | … |
Data as of 05/23/2025, Common starting date is 05/27/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVTA (Haverty Furniture Cos. Inc. Cl A) | 05/27/1986 | 05/23/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.30 | -5.15 | 8.02 | 2.44 | 4.07 | 3.84 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 3.66 | 8.61 | 3.83 | 3.89 | 3.45 | … | … |
Data as of 05/23/2025, Common starting date is 05/27/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVTA (Haverty Furniture Cos. Inc. Cl A) |
-25.75%
Jul 1999 – Jul 2002 |
-16.95%
Jan 2004 – Jan 2009 |
-10.29%
Jun 1999 – Jun 2009 |
-4.66%
Jan 1994 – Jan 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVTA (Haverty Furniture Cos. Inc. Cl A) |
46.35%
Jul 2020 – Jul 2023 |
30.25%
Jan 2009 – Jan 2014 |
17.29%
May 2011 – May 2021 |
12.89%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart