Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWEN (Hawaiian Electric Company Inc. PFD C 4.25%) | NA | 34.75% | 17.80% | 4.65% | 5.86% | 6.73% | 7.12% | … | … |
Data as of 10/16/2025, Common starting date is 10/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWEN (Hawaiian Electric Company Inc. PFD C 4.25%) | 10/16/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 34.75 | 17.80 | 4.65 | 5.86 | 6.73 | 7.12 | … | … | 47.33 | 30.79 | -19.46 | -21.34 | 3.29 | 0.59 | 19.17 | -0.42 | 6.74 | 10.25 | 0.48 | 12.10 | 0.85 | 6.71 | 26.22 | 8.06 | 28.34 | -9.20 | -11.28 | 26.19 | 2.44 | 20.78 | -10.42 |
| Sharpe Ratio | NA | 0.57 | 0.23 | 0.04 | 0.10 | NA | NA | … | … | 0.98 | 0.43 | -0.36 | -0.53 | 0.07 | 0.02 | 1.15 | -0.16 | 0.14 | 0.31 | 0.05 | 1.01 | 0.06 | 0.17 | 1.20 | 0.34 | 0.78 | -0.26 | -0.28 | 0.44 | 0.00 | 0.46 | -1.62 |
| Standard Deviation(%) | NA | 55.43 | 62.76 | 55.71 | 43.17 | NA | NA | … | … | 61.79 | 63.15 | 63.81 | 42.76 | 50.20 | 21.35 | 15.39 | 11.45 | 44.41 | 32.82 | 8.70 | 11.98 | 13.90 | 39.99 | 21.86 | 23.18 | 36.21 | 39.24 | 51.71 | 51.93 | 39.72 | 43.29 | 25.93 |
| Draw Down(%) | NA | 25.67 | 49.22 | 62.67 | 62.67 | NA | NA | … | … | 19.89 | 31.46 | 49.22 | 26.11 | 21.50 | 14.15 | 5.36 | 4.29 | 20.83 | 20.65 | 5.40 | 5.63 | 18.22 | 18.26 | 11.68 | 12.98 | 21.14 | 26.15 | 23.19 | 20.90 | 20.81 | 18.33 | 11.86 |
| Yield(%) | 0.00 | 5.19 | 5.18 | 3.62 | 4.35 | 5.23 | 5.87 | … | … | 5.68 | 5.32 | 5.27 | 4.00 | 3.04 | 3.87 | 4.29 | 4.41 | 4.31 | 3.45 | 4.42 | 4.73 | 5.63 | 4.59 | 5.49 | 4.27 | 6.86 | 7.21 | 6.11 | 5.79 | 5.60 | 4.85 | 1.42 |
Data as of 10/16/2025, Common starting date is 10/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWEN (Hawaiian Electric Company Inc. PFD C 4.25%) |
-16.84%
Nov 2020 – Nov 2023 |
-8.01%
Aug 2019 – Aug 2024 |
-0.95%
Aug 2014 – Aug 2024 |
2.32%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWEN (Hawaiian Electric Company Inc. PFD C 4.25%) |
23.01%
Feb 2009 – Feb 2012 |
14.75%
Apr 2008 – Apr 2013 |
10.12%
Feb 2009 – Feb 2019 |
8.90%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart