Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWLL (Hawaiian Electric Company Inc. PFD K 4.65%) | NA | 48.74% | 11.12% | 5.66% | 5.92% | NA | NA | … | … |
Data as of 10/16/2025, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWLL (Hawaiian Electric Company Inc. PFD K 4.65%) | 08/16/2012 | 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 (%) | 0.00 | 48.74 | 11.12 | 5.66 | 5.92 | NA | NA | … | … | 55.03 | 33.80 | -30.80 | -16.20 | 5.43 | 3.05 | 10.97 | 6.05 | 4.69 | 9.38 | 5.07 | 6.86 | 1.65 | -1.62 |
| Sharpe Ratio | NA | 1.01 | 0.14 | 0.07 | 0.12 | NA | NA | … | … | 1.42 | 0.41 | -0.73 | -0.75 | 0.21 | 0.19 | 0.60 | 0.30 | 0.14 | 0.33 | 0.31 | 0.20 | 0.09 | -0.31 |
| Standard Deviation(%) | NA | 45.21 | 56.14 | 46.86 | 35.81 | NA | NA | … | … | 50.22 | 74.20 | 47.69 | 23.38 | 26.33 | 14.47 | 15.80 | 15.67 | 28.12 | 27.89 | 16.48 | 33.86 | 17.81 | 14.26 |
| Draw Down(%) | NA | 11.81 | 45.75 | 56.64 | 56.64 | NA | NA | … | … | 10.55 | 35.24 | 45.40 | 19.98 | 12.50 | 10.63 | 8.18 | 7.14 | 18.37 | 20.70 | 8.34 | 17.20 | 13.27 | 9.05 |
| Yield(%) | 0.00 | 4.72 | 4.27 | 3.85 | 4.49 | 3.84 | 2.88 | … | … | 4.72 | 6.21 | 5.33 | 4.26 | 3.26 | 4.28 | 4.54 | 4.60 | 4.60 | 3.64 | 4.86 | 4.95 | 5.91 | 1.15 |
Data as of 10/16/2025, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLL (Hawaiian Electric Company Inc. PFD K 4.65%) |
-17.95%
Mar 2021 – Mar 2024 |
-7.49%
Oct 2018 – Oct 2023 |
-1.29%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLL (Hawaiian Electric Company Inc. PFD K 4.65%) |
11.18%
Sep 2022 – Sep 2025 |
8.03%
Mar 2016 – Mar 2021 |
6.05%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart