Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBANM (Huntington Bancshares Incorporated) | -7.18% | 6.15% | 4.13% | NA | NA | NA | NA | 2.34% |
Data as of 07/22/2025, AR inception is 06/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBANM (Huntington Bancshares Incorporated) | 06/11/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 6.15 | 4.13 | NA | NA | NA | NA | 2.34 | -7.18 | 24.71 | 6.79 | -12.60 | 1.53 |
| Sharpe Ratio | NA | 0.21 | 0.03 | NA | NA | NA | NA | -0.01 | -0.89 | 1.36 | 0.09 | -0.98 | 0.38 |
| Standard Deviation(%) | NA | 17.19 | 23.80 | NA | NA | NA | NA | 21.02 | 17.86 | 15.51 | 34.16 | 14.43 | 7.18 |
| Draw Down(%) | NA | 12.66 | 31.20 | NA | NA | NA | NA | 31.61 | 12.66 | 7.56 | 30.21 | 14.18 | 2.94 |
| Yield(%) | 0.00 | 7.83 | 6.31 | 4.55 | 2.27 | 1.52 | 1.14 | 5.68 | 4.36 | 6.60 | 6.55 | 5.45 | 2.67 |
Data as of 07/22/2025, AR inception is 06/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBANM (Huntington Bancshares Incorporated) |
1.73%
Jul 2021 - Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBANM (Huntington Bancshares Incorporated) |
5.19%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart