Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) | 7.01% | 11.51% | 10.89% | 9.07% | 9.29% | 9.56% | 7.86% | 7.25% |
Data as of 07/25/2025, AR inception is 12/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) | 12/14/1995 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.29 | 11.51 | 10.89 | 9.07 | 9.29 | 9.56 | 7.86 | 7.25 | 7.01 | 11.86 | 19.08 | -20.33 | 18.37 | 22.12 | 27.70 | -6.52 | 24.28 | 4.56 | -5.16 | 5.63 | 25.79 | 16.27 | -7.11 | 14.08 | 36.11 | -35.41 | 5.82 | 20.49 | 7.47 | 13.19 | 29.53 | -18.51 | -6.70 | -1.03 | 18.96 | -5.39 | 9.84 | 16.80 | 0.20 |
| Sharpe Ratio | NA | 0.54 | 0.54 | 0.48 | 0.50 | NA | NA | 0.32 | 0.53 | 0.87 | 1.45 | -1.03 | 1.57 | 0.77 | 2.73 | -0.56 | 3.58 | 0.32 | -0.38 | 0.53 | 2.53 | 1.25 | -0.31 | 0.85 | 1.40 | -1.02 | 0.23 | 1.84 | 0.64 | 1.20 | 2.05 | -0.84 | -0.54 | -0.22 | 0.92 | -0.46 | 0.38 | 1.36 | 0.18 |
| Standard Deviation(%) | NA | 15.41 | 13.87 | 14.68 | 15.58 | NA | NA | 17.07 | 18.38 | 9.51 | 10.74 | 21.23 | 11.70 | 28.38 | 9.60 | 14.11 | 6.63 | 13.52 | 13.84 | 10.64 | 10.19 | 13.13 | 23.30 | 16.37 | 25.75 | 35.53 | 11.74 | 9.30 | 8.14 | 10.18 | 14.06 | 23.40 | 17.10 | 23.62 | 16.86 | 19.32 | 16.02 | 9.60 | 7.99 |
| Draw Down(%) | NA | 16.05 | 16.93 | 27.63 | 29.53 | NA | NA | 51.97 | 16.05 | 4.36 | 10.32 | 26.49 | 6.68 | 29.53 | 4.09 | 16.93 | 2.74 | 9.75 | 14.13 | 10.67 | 6.51 | 10.93 | 22.63 | 14.55 | 24.37 | 44.88 | 7.36 | 7.47 | 4.98 | 7.41 | 10.96 | 33.40 | 21.46 | 18.78 | 11.02 | 30.93 | 17.98 | 7.65 | 1.35 |
| Yield(%) | 0.00 | 6.29 | 6.14 | 6.02 | 6.42 | 7.54 | 6.38 | 7.25 | 0.00 | 6.79 | 2.48 | 7.87 | 6.78 | 3.85 | 6.33 | 8.67 | 8.94 | 2.16 | 1.21 | 10.72 | 10.37 | 2.33 | 0.48 | 0.46 | 0.34 | 0.78 | 11.15 | 8.08 | 8.70 | 0.35 | 0.29 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 1.18 | 0.49 |
Data as of 07/25/2025, AR inception is 12/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) |
-12.32%
Feb 2006 - Feb 2009 |
-7.88%
Sep 1997 - Sep 2002 |
0.15%
Feb 1999 - Feb 2009 |
2.79%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) |
22.67%
Dec 2018 - Dec 2021 |
20.23%
Feb 2009 - Feb 2014 |
12.92%
Sep 2011 - Sep 2021 |
11.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart