Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSHIX (HAWAII MUNICIPAL BOND FUND CLASS I SHARES) | 0.81% | 5.60% | 2.66% | 0.33% | 1.24% | 2.08% | 2.50% | … | … |
Data as of 06/04/2026, Common starting date is 02/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSHIX (HAWAII MUNICIPAL BOND FUND CLASS I SHARES) | 02/27/1995 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 5.60 | 2.66 | 0.33 | 1.24 | 2.08 | 2.50 | … | … | 0.81 | 4.40 | 1.38 | 2.42 | -6.88 | 0.28 | 3.47 | 5.69 | 0.66 | 3.46 | -0.51 | 2.66 | 6.27 | -2.48 | 5.06 | 8.73 | 1.41 | 8.97 | -1.00 | 2.47 | 4.56 | 2.17 | 3.36 | 5.30 | 9.66 | 4.25 | 12.49 | -2.70 | 5.86 | 8.53 | 4.15 | 9.55 |
| Sharpe Ratio | NA | 1.41 | -0.11 | -0.75 | -0.12 | NA | NA | … | … | -0.43 | 0.39 | -0.97 | -0.40 | -2.68 | 0.19 | 0.48 | 2.61 | -0.46 | 1.41 | -0.33 | 1.47 | 3.75 | -0.99 | 2.34 | 3.36 | 0.48 | 2.57 | -0.32 | -0.25 | 0.49 | -0.04 | 0.72 | 1.35 | 2.66 | 0.59 | 2.83 | -2.11 | 0.86 | 1.58 | 0.10 | 1.77 |
| Standard Deviation(%) | NA | 2.09 | 3.14 | 2.94 | 3.19 | NA | NA | … | … | 2.36 | 3.94 | 2.31 | 3.10 | 3.11 | 1.34 | 6.68 | 1.62 | 1.57 | 1.99 | 2.18 | 1.80 | 1.67 | 2.54 | 2.16 | 2.59 | 2.76 | 3.45 | 6.15 | 2.73 | 2.35 | 2.40 | 3.32 | 3.40 | 3.20 | 3.12 | 2.93 | 2.87 | 2.78 | 3.06 | 5.02 | 4.22 |
| Draw Down(%) | NA | 2.36 | 5.62 | 11.10 | 11.10 | NA | NA | … | … | 2.36 | 4.13 | 1.71 | 6.21 | 10.42 | 1.64 | 9.72 | 1.47 | 1.96 | 1.77 | 5.00 | 2.14 | 1.24 | 5.65 | 2.01 | 2.21 | 5.04 | 2.28 | 10.04 | 2.49 | 1.52 | 2.04 | 4.98 | 5.22 | 3.70 | 4.07 | 3.54 | 5.08 | 1.84 | 2.33 | 4.86 | 3.04 |
| Yield(%) | 0.00 | 2.38 | 2.25 | 1.76 | 1.97 | 2.41 | 2.74 | … | … | 0.83 | 2.49 | 2.26 | 1.86 | 1.29 | 1.38 | 1.85 | 2.37 | 2.42 | 2.19 | 2.78 | 3.26 | 2.89 | 3.02 | 3.28 | 3.47 | 3.44 | 3.22 | 3.81 | 4.34 | 4.44 | 4.40 | 4.98 | 5.10 | 4.43 | 4.60 | 4.94 | 4.72 | 4.78 | 5.10 | 5.21 | 4.52 |
Data as of 06/04/2026, Common starting date is 02/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSHIX (HAWAII MUNICIPAL BOND FUND CLASS I SHARES) |
-3.17%
Oct 2020 – Oct 2023 |
-0.50%
Jul 2020 – Jul 2025 |
0.86%
Oct 2012 – Oct 2022 |
1.73%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSHIX (HAWAII MUNICIPAL BOND FUND CLASS I SHARES) |
9.75%
May 2000 – May 2003 |
7.22%
Jan 2000 – Jan 2005 |
5.95%
Apr 1995 – Apr 2005 |
5.18%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison Chart