Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWEL (Hawaiian Electric Company Inc. PFD SER E 5%) | NA | 49.09% | 11.80% | 3.78% | 4.81% | NA | NA | … | … |
Data as of 10/16/2025, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWEL (Hawaiian Electric Company Inc. PFD SER E 5%) | 02/01/2012 | 10/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 49.09 | 11.80 | 3.78 | 4.81 | NA | NA | … | … | 39.77 | 10.73 | -7.64 | -28.30 | 11.13 | 5.74 | 17.48 | -6.47 | 20.75 | 3.72 | 2.52 | 5.34 | 6.68 | 9.94 |
| Sharpe Ratio | NA | 0.99 | 0.13 | 0.03 | 0.07 | NA | NA | … | … | 1.06 | 0.12 | -0.14 | -0.60 | 0.24 | 0.11 | 0.44 | -0.17 | 0.72 | 0.08 | 0.07 | 0.38 | 0.37 | 0.45 |
| Standard Deviation(%) | NA | 46.58 | 65.01 | 58.74 | 50.58 | NA | NA | … | … | 46.82 | 60.77 | 82.93 | 49.40 | 46.18 | 51.92 | 36.37 | 46.76 | 27.85 | 41.71 | 34.89 | 14.07 | 17.89 | 24.51 |
| Draw Down(%) | NA | 16.72 | 48.91 | 62.68 | 62.68 | NA | NA | … | … | 15.64 | 19.16 | 48.91 | 30.68 | 22.33 | 21.32 | 22.22 | 16.46 | 10.02 | 19.00 | 21.85 | 5.64 | 7.89 | 10.20 |
| Yield(%) | 0.00 | 6.67 | 4.75 | 3.86 | 4.41 | 4.50 | 3.38 | … | … | 6.25 | 3.34 | 5.83 | 3.99 | 3.29 | 4.40 | 4.88 | 4.35 | 5.00 | 3.75 | 4.88 | 4.93 | 6.13 | 3.90 |
Data as of 10/16/2025, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWEL (Hawaiian Electric Company Inc. PFD SER E 5%) |
-20.46%
Oct 2020 – Oct 2023 |
-7.41%
Oct 2018 – Oct 2023 |
-1.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWEL (Hawaiian Electric Company Inc. PFD SER E 5%) |
14.21%
Jul 2017 – Jul 2020 |
11.52%
Jul 2015 – Jul 2020 |
7.01%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart