Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEEHX (THE BEEHIVE FUND THE BEEHIVE FUND) | NA | 13.52% | 1.96% | 6.72% | 6.79% | 8.64% | NA | … | … |
Data as of 12/30/2024, Common starting date is 09/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEEHX (THE BEEHIVE FUND THE BEEHIVE FUND) | 09/15/2008 | 12/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.52 | 1.96 | 6.72 | 6.79 | 8.64 | NA | … | … | 13.13 | 18.11 | -20.63 | 14.43 | 13.86 | 36.28 | -10.98 | 11.07 | 6.11 | -1.42 | 7.88 | 35.13 | 11.45 | -5.10 | 16.90 | 31.05 | -21.68 |
| Sharpe Ratio | NA | 0.63 | -0.13 | 0.22 | 0.31 | NA | NA | … | … | 0.64 | 1.18 | -0.97 | 1.06 | 0.44 | 2.79 | -0.75 | 1.45 | 0.40 | -0.09 | 0.62 | 2.95 | 0.80 | -0.21 | 1.05 | 1.25 | -0.97 |
| Standard Deviation(%) | NA | 10.35 | 15.97 | 19.55 | 16.98 | NA | NA | … | … | 10.35 | 11.81 | 22.75 | 13.65 | 30.96 | 12.48 | 16.48 | 7.24 | 14.68 | 16.66 | 12.71 | 11.88 | 14.39 | 24.99 | 16.07 | 24.69 | 57.94 |
| Draw Down(%) | NA | 5.55 | 25.51 | 32.55 | 32.55 | NA | NA | … | … | 5.55 | 9.37 | 25.51 | 8.48 | 32.55 | 5.98 | 21.34 | 3.83 | 13.27 | 13.96 | 10.32 | 6.19 | 13.96 | 24.22 | 13.97 | 24.64 | 36.83 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 0.51 | 1.88 | 3.59 | 2.80 | … | … | 0.00 | 0.69 | 0.11 | 0.10 | 0.21 | 6.41 | 3.03 | 4.25 | 1.59 | 2.05 | 5.04 | 7.30 | 6.90 | 1.95 | 2.54 | 0.00 | 0.00 |
Data as of 12/30/2024, Common starting date is 09/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEEHX (THE BEEHIVE FUND THE BEEHIVE FUND) |
-1.05%
Apr 2021 – Apr 2024 |
2.21%
Dec 2013 – Dec 2018 |
6.32%
Oct 2013 – Oct 2023 |
8.90%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEEHX (THE BEEHIVE FUND THE BEEHIVE FUND) |
23.22%
Feb 2009 – Feb 2012 |
20.69%
Feb 2009 – Feb 2014 |
12.51%
Feb 2009 – Feb 2019 |
11.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart