Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWEM (Hawaiian Electric Company Inc. PFD SER D 5%) | NA | 51.17% | 5.73% | 2.42% | 5.50% | NA | NA | … | … |
Data as of 10/16/2025, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWEM (Hawaiian Electric Company Inc. PFD SER D 5%) | 02/06/2012 | 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 (%) | -0.43 | 51.17 | 5.73 | 2.42 | 5.50 | NA | NA | … | … | 51.28 | 41.21 | -35.75 | -18.51 | 2.92 | 5.23 | 16.36 | 4.85 | 7.56 | 4.06 | 7.25 | 3.96 | 5.06 | 1.33 |
| Sharpe Ratio | NA | 1.19 | 0.04 | 0.00 | 0.09 | NA | NA | … | … | 1.66 | 0.72 | -0.60 | -0.90 | 0.05 | 0.17 | 0.28 | 0.13 | 0.32 | 0.07 | 0.57 | 0.28 | 0.97 | 0.11 |
| Standard Deviation(%) | NA | 40.52 | 53.60 | 48.47 | 44.48 | NA | NA | … | … | 39.79 | 52.31 | 65.96 | 22.18 | 55.90 | 29.66 | 52.68 | 26.40 | 21.74 | 58.44 | 12.58 | 14.13 | 5.16 | 12.89 |
| Draw Down(%) | NA | 17.59 | 49.78 | 63.68 | 63.68 | NA | NA | … | … | 9.09 | 24.77 | 45.49 | 21.40 | 25.51 | 23.87 | 27.79 | 17.54 | 12.50 | 25.00 | 7.91 | 7.90 | 3.57 | 6.89 |
| Yield(%) | 0.00 | 6.78 | 4.33 | 3.75 | 4.75 | 4.21 | 3.15 | … | … | 6.78 | 6.80 | 5.48 | 4.26 | 3.19 | 4.29 | 4.76 | 4.76 | 4.88 | 3.68 | 5.00 | 4.94 | 6.10 | 3.57 |
Data as of 10/16/2025, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWEM (Hawaiian Electric Company Inc. PFD SER D 5%) |
-21.96%
Sep 2020 – Sep 2023 |
-10.40%
Oct 2018 – Oct 2023 |
-2.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWEM (Hawaiian Electric Company Inc. PFD SER D 5%) |
21.00%
May 2018 – May 2021 |
14.60%
May 2016 – May 2021 |
5.66%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart