Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HARL (Harleysville Financial Corp) | 13.71% | 32.42% | 14.87% | 9.78% | 10.25% | 10.05% | 8.05% | … | … |
Data as of 06/04/2026, Common starting date is 09/03/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARL (Harleysville Financial Corp) | 09/03/1987 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 32.42 | 14.87 | 9.78 | 10.25 | 10.05 | 8.05 | … | … | 13.71 | 21.57 | 6.44 | -2.57 | 9.61 | 21.48 | -8.00 | 9.71 | 4.19 | 11.82 | 5.91 | 30.18 | 0.37 | 25.55 | 9.73 | 1.90 | 12.63 | 9.35 | 13.46 | -29.29 | 6.77 | -38.21 | 3.59 | 40.29 | 27.43 | 27.70 | 9.91 | -43.09 | -14.55 | 117.56 | 31.67 | -34.78 | 9.52 | -10.64 | 27.03 | 29.21 | -11.27 | 25.66 | 56.94 | -16.28 |
| Sharpe Ratio | NA | 2.82 | 0.54 | 0.29 | 0.36 | NA | NA | … | … | 4.16 | 0.99 | 0.16 | -0.18 | 0.28 | 0.98 | -0.23 | 0.36 | 0.12 | 0.48 | 0.24 | 1.21 | 0.02 | 0.95 | 0.32 | 0.08 | 0.48 | 0.15 | 0.24 | -0.95 | 0.10 | -0.70 | 0.06 | 1.38 | 0.97 | 0.82 | 0.23 | -0.97 | -0.58 | 2.71 | 0.83 | -0.54 | 0.09 | -0.15 | 0.46 | 0.66 | -0.60 | 0.98 | 1.57 | -1.21 |
| Standard Deviation(%) | NA | 11.94 | 23.47 | 24.14 | 24.98 | NA | NA | … | … | 9.86 | 18.87 | 17.41 | 34.04 | 28.95 | 21.87 | 35.26 | 22.93 | 24.06 | 23.22 | 23.42 | 24.96 | 18.48 | 26.97 | 30.44 | 22.84 | 26.12 | 60.65 | 52.73 | 34.24 | 33.61 | 57.64 | 40.21 | 28.78 | 27.22 | 31.31 | 25.10 | 47.75 | 30.93 | 41.78 | 33.49 | 71.89 | 70.26 | 87.50 | 53.09 | 37.86 | 27.99 | 20.14 | 33.04 | 38.27 |
| Draw Down(%) | NA | 2.68 | 17.93 | 29.16 | 29.16 | NA | NA | … | … | 1.85 | 9.17 | 6.38 | 23.78 | 12.61 | 8.38 | 24.46 | 13.95 | 11.31 | 9.96 | 14.92 | 9.05 | 6.53 | 15.68 | 20.79 | 13.80 | 10.88 | 25.02 | 23.84 | 32.34 | 16.80 | 51.32 | 22.25 | 9.32 | 7.62 | 9.09 | 11.76 | 49.49 | 32.86 | 11.96 | 13.92 | 44.34 | 19.23 | 37.10 | 14.63 | 14.47 | 23.75 | 5.88 | 8.89 | 20.45 |
| Yield(%) | 0.00 | 6.04 | 7.28 | 6.79 | 7.15 | 7.79 | 6.11 | … | … | 2.75 | 5.95 | 5.57 | 9.41 | 9.19 | 5.02 | 4.41 | 4.29 | 4.00 | 4.19 | 3.93 | 4.76 | 4.81 | 5.60 | 5.52 | 5.10 | 5.43 | 5.34 | 5.60 | 3.85 | 3.67 | 3.42 | 2.91 | 3.20 | 3.23 | 3.38 | 3.38 | 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 09/03/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARL (Harleysville Financial Corp) |
-23.05%
Jan 2005 – Jan 2008 |
-15.02%
Feb 2004 – Feb 2009 |
-6.91%
Jun 1998 – Jun 2008 |
-0.73%
Oct 1997 – Oct 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARL (Harleysville Financial Corp) |
48.90%
May 1995 – May 1998 |
25.23%
Jan 1988 – Jan 1993 |
19.16%
Nov 1987 – Nov 1997 |
11.04%
Jul 1988 – Jul 2003 |
Annualized Rolling Returns Comparison Chart