Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HY (Hyster-Yale, Inc.) | 19.64% | -11.02% | -8.05% | -11.57% | -3.09% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HY (Hyster-Yale, Inc.) | 09/28/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | -11.02 | -8.05 | -11.57 | -3.09 | NA | NA | … | … | 19.64 | -39.45 | -16.27 | 153.38 | -35.93 | -29.46 | 3.88 | -2.66 | -26.25 | 35.81 | 24.02 | -27.09 | -20.41 | 93.89 | 14.91 |
| Sharpe Ratio | NA | -0.29 | -0.24 | -0.29 | -0.10 | NA | NA | … | … | 0.96 | -0.95 | -0.38 | 3.17 | -0.79 | -0.62 | 0.06 | -0.11 | -0.83 | 1.03 | 0.65 | -1.02 | -0.63 | 2.25 | 2.08 |
| Standard Deviation(%) | NA | 47.37 | 47.58 | 48.03 | 46.41 | NA | NA | … | … | 51.55 | 44.56 | 52.60 | 47.80 | 47.22 | 47.75 | 64.32 | 39.21 | 33.29 | 34.39 | 36.71 | 26.61 | 32.38 | 41.78 | 36.56 |
| Draw Down(%) | NA | 38.95 | 66.38 | 70.62 | 77.61 | NA | NA | … | … | 26.48 | 50.41 | 38.38 | 32.27 | 51.16 | 62.98 | 48.42 | 41.68 | 35.55 | 17.55 | 31.20 | 30.76 | 35.20 | 18.10 | 11.93 |
| Yield(%) | 1.00 | 3.54 | 2.83 | 1.78 | 2.04 | 2.60 | 1.95 | … | … | 2.41 | 2.85 | 2.19 | 5.03 | 3.05 | 2.22 | 2.15 | 2.01 | 1.08 | 1.84 | 2.23 | 1.57 | 1.16 | 1.99 | 0.59 |
Data as of 06/05/2026, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HY (Hyster-Yale, Inc.) |
-24.69%
Sep 2019 – Sep 2022 |
-20.55%
Sep 2017 – Sep 2022 |
-4.68%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HY (Hyster-Yale, Inc.) |
23.27%
Sep 2022 – Sep 2025 |
17.30%
Nov 2012 – Nov 2017 |
2.51%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart