Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HZOZD | NA | 132.26% | 32.55% | 14.75% | -28.52% | -30.47% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HZOZD | 02/13/2009 | 06/05/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 132.26 | 32.55 | 14.75 | -28.52 | -30.47 | NA | … | … |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/05/2026, Common starting date is 02/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HZOZD (HZOZD) |
-79.06%
Nov 2017 – Nov 2020 |
-72.75%
May 2015 – May 2020 |
-50.34%
Apr 2010 – Apr 2020 |
-35.18%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HZOZD (HZOZD) |
51.06%
Oct 2020 – Oct 2023 |
21.10%
Apr 2021 – Apr 2026 |
-17.67%
Apr 2009 – Apr 2019 |
-30.63%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart