Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HA (Hawaiian Holdings Inc) | NA | 132.86% | -4.32% | -8.16% | 2.14% | 5.49% | 4.53% | … | … |
Data as of 09/17/2024, Common starting date is 06/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HA (Hawaiian Holdings Inc) | 06/21/1995 | 09/17/2024 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.90 | 132.86 | -4.32 | -8.16 | 2.14 | 5.49 | 4.53 | … | … | 26.76 | 38.40 | -44.15 | 3.79 | -39.32 | 10.90 | -33.73 | -30.09 | 61.34 | 35.62 | 170.51 | 46.58 | 13.28 | -26.02 | 12.00 | 9.72 | 25.10 | 4.08 | 22.81 | -41.58 | 128.43 | 46.57 | -49.00 | 120.69 | -14.71 | -34.62 | -14.75 | 12.96 | 45.95 | -38.33 |
| Sharpe Ratio | NA | 1.02 | -0.09 | -0.12 | 0.01 | NA | NA | … | … | 0.87 | 0.27 | -0.82 | 0.07 | -0.39 | -0.30 | -1.32 | -1.27 | 0.75 | 0.33 | 3.76 | 0.80 | -0.15 | -0.92 | -0.15 | -0.11 | 0.07 | -0.29 | 0.01 | -1.11 | 1.54 | 0.15 | -1.18 | 1.47 | -1.56 | -0.18 | 0.28 | -0.74 | 0.63 | -0.81 |
| Standard Deviation(%) | NA | 119.71 | 83.86 | 81.70 | 65.19 | NA | NA | … | … | 39.56 | 127.08 | 55.67 | 52.39 | 100.45 | 41.53 | 41.81 | 39.12 | 36.12 | 51.73 | 40.39 | 35.21 | 35.87 | 48.24 | 45.12 | 77.42 | 75.90 | 61.19 | 50.93 | 56.38 | 70.51 | 178.12 | 58.17 | 69.39 | 53.40 | 53.08 | 65.40 | 45.56 | 75.74 | 167.19 |
| Draw Down(%) | NA | 50.76 | 83.67 | 87.34 | 93.27 | NA | NA | … | … | 21.74 | 70.71 | 53.49 | 42.18 | 71.53 | 30.73 | 43.03 | 44.65 | 29.40 | 33.94 | 22.34 | 26.39 | 28.74 | 52.93 | 40.54 | 64.95 | 66.85 | 56.24 | 50.52 | 68.36 | 39.18 | 85.71 | 60.00 | 41.09 | 34.09 | 38.46 | 54.10 | 28.57 | 56.36 | 83.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.17 | 0.79 | 0.95 | 0.78 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 1.79 | 1.20 | 0.21 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 09/17/2024, Common starting date is 06/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HA (Hawaiian Holdings Inc) |
-39.48%
Nov 2020 – Nov 2023 |
-35.20%
Nov 2018 – Nov 2023 |
-6.49%
Nov 2013 – Nov 2023 |
-3.09%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HA (Hawaiian Holdings Inc) |
101.48%
Mar 2013 – Mar 2016 |
63.11%
Sep 2011 – Sep 2016 |
32.12%
Apr 2007 – Apr 2017 |
30.22%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart