Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HBANP (Huntington Bancshares Incorporated) -2.90% 0.67% 1.63% -3.13% NA NA NA
Data as of 06/05/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
Name Start Date End Date
HBANP (Huntington Bancshares Incorporated) 02/03/2021 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -1.75 0.67 1.63 -3.13 NA NA NA -2.90 2.83 6.66 10.84 -31.48 9.41
Sharpe Ratio NA 0.07 0.05 -0.23 NA NA NA -0.67 0.00 0.18 0.19 -1.51 1.16
Standard Deviation(%) NA 9.16 16.98 22.13 NA NA NA 7.96 13.75 17.02 37.79 21.80 8.90
Draw Down(%) NA 8.74 23.60 41.84 NA NA NA 6.36 10.46 15.83 30.02 32.23 5.00
Yield(%) 0.00 6.50 5.99 4.49 2.33 1.55 1.16 1.63 6.13 6.34 6.47 4.31 4.20
Data as of 06/05/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBANP (Huntington Bancshares Incorporated) -6.93%
Jun 2021 – Jun 2024
-2.57%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBANP (Huntington Bancshares Incorporated) 7.74%
Oct 2022 – Oct 2025
-1.75%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return