Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBCP (Home Bancorp, Inc.) | 14.41% | 34.93% | 29.62% | 13.35% | 11.58% | 12.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBCP (Home Bancorp, Inc.) | 10/03/2008 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 34.93 | 29.62 | 13.35 | 11.58 | 12.48 | NA | … | … | 14.41 | 27.88 | 12.75 | 8.00 | -1.24 | 52.02 | -26.14 | 13.27 | -16.71 | 12.44 | 50.84 | 14.70 | 22.07 | 3.29 | 17.74 | 12.16 | 13.37 | 25.03 | -15.14 |
| Sharpe Ratio | NA | 1.06 | 0.82 | 0.36 | 0.28 | NA | NA | … | … | 1.21 | 0.85 | 0.25 | 0.13 | -0.11 | 1.93 | -0.38 | 0.57 | -0.83 | 0.47 | 2.31 | 0.98 | 0.98 | 0.16 | 0.76 | 0.55 | 0.65 | 1.13 | -1.90 |
| Standard Deviation(%) | NA | 25.71 | 31.72 | 29.82 | 33.99 | NA | NA | … | … | 25.47 | 29.52 | 36.64 | 33.30 | 24.00 | 26.94 | 68.73 | 20.75 | 21.94 | 25.44 | 21.95 | 14.96 | 22.53 | 20.91 | 23.58 | 21.98 | 20.56 | 21.97 | 25.99 |
| Draw Down(%) | NA | 11.63 | 21.74 | 34.91 | 58.31 | NA | NA | … | … | 8.12 | 20.31 | 21.23 | 29.10 | 25.09 | 11.09 | 50.52 | 11.34 | 29.29 | 15.26 | 11.82 | 8.20 | 12.32 | 11.58 | 12.06 | 15.57 | 11.01 | 8.80 | 17.39 |
| Yield(%) | 0.00 | 2.46 | 3.38 | 2.61 | 3.23 | 4.37 | 4.08 | … | … | 1.08 | 2.53 | 2.39 | 2.49 | 2.22 | 3.27 | 2.24 | 2.34 | 1.69 | 1.44 | 1.56 | 1.31 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBCP (Home Bancorp, Inc.) |
-14.99%
Jul 2017 – Jul 2020 |
-4.48%
May 2018 – May 2023 |
6.58%
Mar 2010 – Mar 2020 |
9.42%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBCP (Home Bancorp, Inc.) |
30.94%
May 2023 – May 2026 |
22.96%
Aug 2013 – Aug 2018 |
15.23%
Jan 2009 – Jan 2019 |
11.98%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart