Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAWLM (Hawaiian Electric Company Inc. PFD H 5.250%) | NA | 40.54% | 7.23% | 5.64% | 6.04% | NA | NA | … | … |
Data as of 10/16/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAWLM (Hawaiian Electric Company Inc. PFD H 5.250%) | 08/06/2012 | 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 (%) | 1.35 | 40.54 | 7.23 | 5.64 | 6.04 | NA | NA | … | … | 47.65 | 26.02 | -34.64 | -23.28 | 40.99 | 0.16 | 8.77 | 5.28 | 10.40 | 1.36 | 7.96 | -13.11 | 12.99 | 15.19 |
| Sharpe Ratio | NA | 0.80 | 0.07 | 0.07 | 0.11 | NA | NA | … | … | 1.21 | 0.47 | -0.56 | -0.43 | 1.07 | 0.00 | 0.91 | 0.16 | 1.19 | 0.06 | 0.46 | -0.51 | 0.46 | 0.46 |
| Standard Deviation(%) | NA | 46.72 | 56.44 | 52.61 | 40.02 | NA | NA | … | … | 50.30 | 47.22 | 69.33 | 57.24 | 38.25 | 34.82 | 8.00 | 24.81 | 8.20 | 20.52 | 17.31 | 25.83 | 27.86 | 92.35 |
| Draw Down(%) | NA | 18.59 | 50.97 | 61.33 | 61.33 | NA | NA | … | … | 17.22 | 22.25 | 50.97 | 45.10 | 18.62 | 19.92 | 4.60 | 8.33 | 3.86 | 14.11 | 8.75 | 23.76 | 12.09 | 31.17 |
| Yield(%) | 0.00 | 6.57 | 4.32 | 4.53 | 5.07 | 4.42 | 3.32 | … | … | 6.90 | 4.19 | 5.09 | 3.71 | 5.03 | 4.78 | 4.95 | 4.95 | 5.15 | 3.80 | 5.20 | 4.46 | 5.71 | 1.30 |
Data as of 10/16/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLM (Hawaiian Electric Company Inc. PFD H 5.250%) |
-16.32%
Aug 2021 – Aug 2024 |
-7.55%
Oct 2018 – Oct 2023 |
-3.78%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAWLM (Hawaiian Electric Company Inc. PFD H 5.250%) |
18.39%
Sep 2018 – Sep 2021 |
12.29%
Dec 2016 – Dec 2021 |
6.02%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart