Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) | 2.94% | 0.36% | -5.45% | 3.61% | 8.70% | NA | NA | 13.63% |
Data as of 07/02/2025, AR inception is 04/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) | 04/19/2013 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | 0.36 | -5.45 | 3.61 | 8.70 | NA | NA | 13.63 | 2.94 | 3.02 | 1.55 | -43.02 | -14.08 | 105.59 | 77.08 | -15.37 | 36.31 | 6.65 | 40.81 | 8.76 | 28.19 |
| Sharpe Ratio | NA | -0.14 | -0.16 | 0.06 | 0.18 | NA | NA | 0.31 | 0.18 | -0.08 | -0.05 | -0.75 | -0.35 | 1.67 | 3.86 | -0.68 | 1.84 | 0.23 | 1.53 | 0.38 | 1.72 |
| Standard Deviation(%) | NA | 39.38 | 52.64 | 49.23 | 42.28 | NA | NA | 39.56 | 36.15 | 44.20 | 60.17 | 59.21 | 40.67 | 62.78 | 19.63 | 24.51 | 19.49 | 27.69 | 26.57 | 22.86 | 24.61 |
| Draw Down(%) | NA | 34.48 | 66.09 | 76.91 | 76.91 | NA | NA | 76.91 | 22.92 | 26.16 | 60.62 | 57.86 | 35.11 | 58.00 | 7.26 | 26.85 | 10.03 | 23.17 | 22.09 | 10.98 | 13.04 |
| Yield(%) | 0.00 | 5.80 | 3.88 | 5.10 | 7.01 | 9.41 | 7.06 | 11.76 | 1.55 | 6.05 | 5.56 | 2.77 | 2.23 | 4.33 | 6.77 | 5.50 | 8.63 | 6.53 | 7.49 | 6.78 | 3.73 |
Data as of 07/02/2025, AR inception is 04/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) |
-22.81%
Jan 2021 - Jan 2024 |
0.71%
Oct 2018 - Oct 2023 |
7.69%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASI (HA Sustainable Infrastructure Capital, Inc.) |
55.13%
Feb 2018 - Feb 2021 |
34.97%
Dec 2015 - Dec 2020 |
15.71%
Oct 2014 - Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart