Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWIS (Home Bancorp Wisconsin Inc) | NA | 14.19% | 41.33% | 17.58% | NA | NA | NA | … | … |
Data as of 11/18/2022, Common starting date is 04/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWIS (Home Bancorp Wisconsin Inc) | 04/25/2014 | 11/18/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.19 | 41.33 | 17.58 | NA | NA | NA | … | … | 11.73 | 76.42 | 32.56 | -14.68 | -2.33 | 17.59 | 29.06 | 8.42 | -16.86 |
| Sharpe Ratio | NA | 1.65 | 1.32 | 0.66 | NA | NA | NA | … | … | 1.49 | 1.88 | 0.95 | -1.09 | -0.38 | 1.52 | 1.59 | 0.52 | -1.59 |
| Standard Deviation(%) | NA | 7.94 | 30.99 | 25.26 | NA | NA | NA | … | … | 8.16 | 40.67 | 33.84 | 14.71 | 9.66 | 11.17 | 18.09 | 16.14 | 14.80 |
| Draw Down(%) | NA | 2.59 | 30.67 | 43.49 | NA | NA | NA | … | … | 2.59 | 7.25 | 30.67 | 27.63 | 13.70 | 7.69 | 5.56 | 9.64 | 19.16 |
| 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 |
Data as of 11/18/2022, Common starting date is 04/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWIS (Home Bancorp Wisconsin Inc) |
-11.70%
Apr 2017 – Apr 2020 |
2.28%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWIS (Home Bancorp Wisconsin Inc) |
41.34%
Aug 2019 – Aug 2022 |
18.92%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart