Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAIVF (Haivision Systems Inc) | 12.21% | 38.46% | 13.95% | -7.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAIVF (Haivision Systems Inc) | 03/31/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.69 | 38.46 | 13.95 | -7.71 | NA | NA | NA | … | … | 12.21 | 12.61 | 34.21 | 15.15 | -54.71 | -33.29 |
| Sharpe Ratio | NA | 0.79 | 0.27 | -0.16 | NA | NA | NA | … | … | 0.99 | 0.21 | 0.52 | 0.26 | -0.88 | -0.65 |
| Standard Deviation(%) | NA | 51.64 | 49.55 | 54.56 | NA | NA | NA | … | … | 62.18 | 46.34 | 54.17 | 42.57 | 64.23 | 63.36 |
| Draw Down(%) | NA | 43.36 | 48.04 | 79.90 | NA | NA | NA | … | … | 43.36 | 30.08 | 36.08 | 25.15 | 71.09 | 40.59 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/31/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAIVF (Haivision Systems Inc) |
-25.45%
Jun 2021 – Jun 2024 |
-6.10%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAIVF (Haivision Systems Inc) |
37.48%
Jan 2023 – Jan 2026 |
-6.10%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart