Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHIPX (Fa529 Hg In Cl P) | 3.09% | 8.94% | 8.99% | 3.58% | 4.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHIPX (Fa529 Hg In Cl P) | 04/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 8.94 | 8.99 | 3.58 | 4.04 | NA | NA | … | … | 3.09 | 8.53 | 8.19 | 9.92 | -12.89 | 3.42 | 1.31 | 13.46 | -4.58 | 5.90 | 13.12 | -6.92 |
| Sharpe Ratio | NA | 2.56 | 1.74 | 0.21 | 0.43 | NA | NA | … | … | 1.61 | 1.56 | 0.55 | 1.07 | -1.62 | 1.27 | 0.09 | 3.84 | -1.83 | 2.40 | 2.54 | -2.12 |
| Standard Deviation(%) | NA | 2.93 | 3.62 | 5.27 | 5.69 | NA | NA | … | … | 3.29 | 3.69 | 2.98 | 5.34 | 8.83 | 2.68 | 12.19 | 3.14 | 3.23 | 2.20 | 5.08 | 4.32 |
| Draw Down(%) | NA | 2.16 | 4.12 | 16.23 | 22.34 | NA | NA | … | … | 2.16 | 4.12 | 1.82 | 4.64 | 16.14 | 2.22 | 22.34 | 1.28 | 6.51 | 1.63 | 5.34 | 9.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHIPX (Fa529 Hg In Cl P) |
-3.54%
Sep 2019 – Sep 2022 |
-0.93%
Sep 2017 – Sep 2022 |
2.74%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHIPX (Fa529 Hg In Cl P) |
9.92%
Sep 2022 – Sep 2025 |
5.91%
Jan 2016 – Jan 2021 |
4.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart