Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURFX (HAWAII MUNICIPAL FUND HAWAII MUNICIPAL FUND INVESTOR CLASS) | NA | -1.30% | -2.91% | -0.03% | 1.44% | 2.87% | 2.33% | … | … |
Data as of 12/14/2023, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURFX (HAWAII MUNICIPAL FUND HAWAII MUNICIPAL FUND INVESTOR CLASS) | 12/29/1988 | 12/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.30 | -2.91 | -0.03 | 1.44 | 2.87 | 2.33 | … | … | -0.76 | -8.91 | 1.10 | 3.37 | 4.87 | 0.33 | 3.91 | 0.21 | 2.41 | 8.85 | -2.67 | 6.27 | 8.00 | 1.48 | 12.16 | -4.99 | 2.10 | 3.85 | 2.38 | 3.60 | 5.22 | 7.65 | 4.33 | 8.59 | -1.94 | 4.89 | 6.67 | 4.17 | 14.39 | -6.22 | 9.91 | 8.54 | 10.68 | 5.21 | 9.22 | 0.50 |
| Sharpe Ratio | NA | -1.34 | -1.40 | -0.37 | 0.16 | NA | NA | … | … | -1.18 | -2.69 | 0.69 | 0.47 | 2.13 | -0.65 | 1.75 | 0.00 | 1.71 | 5.57 | -1.03 | 3.61 | 3.58 | 0.65 | 3.95 | -1.07 | -0.43 | 0.29 | 0.11 | 0.94 | 1.48 | 2.42 | 0.82 | 1.94 | -2.36 | 0.72 | 0.23 | 0.19 | 3.11 | -2.12 | 2.64 | 2.27 | 2.74 | -0.02 | 1.42 | NA |
| Standard Deviation(%) | NA | 4.24 | 3.42 | 4.05 | 3.10 | NA | NA | … | … | 4.32 | 3.84 | 1.57 | 6.61 | 1.63 | 1.51 | 1.88 | 1.96 | 1.40 | 1.59 | 2.61 | 1.74 | 2.23 | 2.15 | 3.06 | 5.49 | 2.08 | 1.98 | 2.04 | 2.82 | 3.05 | 2.70 | 2.49 | 2.32 | 2.19 | 2.18 | 13.53 | 3.44 | 3.39 | 4.33 | 2.96 | 2.69 | 2.52 | 3.48 | 2.48 | 0.00 |
| Draw Down(%) | NA | 8.81 | 14.92 | 14.92 | 14.92 | NA | NA | … | … | 8.81 | 12.93 | 1.92 | 9.68 | 1.43 | 1.78 | 1.39 | 4.08 | 1.30 | 0.71 | 6.15 | 1.14 | 2.19 | 3.89 | 2.53 | 10.14 | 1.51 | 1.05 | 1.60 | 3.89 | 4.13 | 3.02 | 2.72 | 2.46 | 3.69 | 1.16 | 8.88 | 3.12 | 1.83 | 9.23 | 2.54 | 2.86 | 1.26 | 3.53 | 1.27 | 0.00 |
| Yield(%) | 0.00 | 1.47 | 1.82 | 1.89 | 2.33 | 3.01 | 2.87 | … | … | 1.36 | 1.53 | 2.06 | 2.27 | 1.90 | 2.29 | 2.69 | 2.47 | 2.73 | 3.04 | 2.94 | 3.00 | 3.65 | 3.75 | 3.84 | 3.76 | 3.51 | 3.58 | 4.04 | 3.88 | 4.04 | 3.89 | 4.64 | 5.00 | 4.77 | 4.87 | 4.59 | 4.92 | 5.38 | 4.45 | 5.23 | 5.67 | 6.03 | 6.07 | 6.54 | 0.50 |
Data as of 12/14/2023, Common starting date is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURFX (HAWAII MUNICIPAL FUND HAWAII MUNICIPAL FUND INVESTOR CLASS) |
-4.23%
Oct 2020 – Oct 2023 |
-0.93%
Oct 2018 – Oct 2023 |
0.87%
Oct 2012 – Oct 2022 |
2.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURFX (HAWAII MUNICIPAL FUND HAWAII MUNICIPAL FUND INVESTOR CLASS) |
11.07%
Sep 1990 – Sep 1993 |
8.50%
Jan 1989 – Jan 1994 |
6.54%
Mar 1989 – Mar 1999 |
5.98%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart