Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HALFF (HAL Trust) | 23.01% | 48.24% | 17.62% | 5.42% | 3.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HALFF (HAL Trust) | 07/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 48.24 | 17.62 | 5.42 | 3.76 | NA | NA | … | … | 23.01 | 46.63 | -4.11 | 4.30 | -20.59 | 18.08 | -0.74 | 12.45 | -11.20 | -4.23 | 14.53 | 11.86 | 31.67 | 0.00 |
| Sharpe Ratio | NA | 3.07 | 0.82 | 0.15 | 0.09 | NA | NA | … | … | 3.87 | 2.40 | -0.44 | 0.03 | -0.77 | 0.78 | -0.02 | 0.62 | -0.69 | -0.34 | 0.52 | 0.65 | 1.57 | 0.00 |
| Standard Deviation(%) | NA | 16.66 | 18.65 | 21.44 | 24.25 | NA | NA | … | … | 17.56 | 18.30 | 17.71 | 19.26 | 28.62 | 23.04 | 45.74 | 17.83 | 18.31 | 14.34 | 27.50 | 18.20 | 20.11 | NA |
| Draw Down(%) | NA | 7.06 | 17.90 | 40.85 | 41.03 | NA | NA | … | … | 5.37 | 11.27 | 13.86 | 19.82 | 35.37 | 14.70 | 33.10 | 7.48 | 18.66 | 13.09 | 15.03 | 6.45 | 0.64 | 0.00 |
| Yield(%) | 0.00 | 3.02 | 3.41 | 2.13 | 1.88 | 2.96 | 2.22 | … | … | 2.51 | 5.32 | 2.63 | 1.98 | 1.89 | 1.81 | 4.06 | 1.75 | 1.71 | 2.20 | 3.74 | 3.14 | 3.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALFF (HAL Trust) |
-13.28%
Jul 2017 – Jul 2020 |
-7.53%
Sep 2017 – Sep 2022 |
1.32%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALFF (HAL Trust) |
21.60%
Jul 2014 – Jul 2017 |
9.81%
Aug 2013 – Aug 2018 |
6.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart