Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCDI (Harbor Custom Development Inc) | NA | -88.24% | -74.76% | NA | NA | NA | NA | … | … |
Data as of 02/21/2024, Common starting date is 08/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCDI (Harbor Custom Development Inc) | 08/31/2020 | 02/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.00 | -88.24 | -74.76 | NA | NA | NA | NA | … | … | -50.00 | -67.57 | -85.93 | -39.68 | -39.02 |
| Sharpe Ratio | NA | -0.17 | -0.24 | NA | NA | NA | NA | … | … | -0.30 | -0.14 | -1.22 | -0.66 | -0.88 |
| Standard Deviation(%) | NA | 539.09 | 316.63 | NA | NA | NA | NA | … | … | 341.69 | 528.63 | 71.86 | 60.35 | 87.67 |
| Draw Down(%) | NA | 99.44 | 99.44 | NA | NA | NA | NA | … | … | 68.75 | 98.67 | 88.44 | 61.01 | 47.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/21/2024, Common starting date is 08/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCDI (Harbor Custom Development Inc) |
-70.29%
Jan 2021 – Jan 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 |
|---|---|---|---|---|
| HCDI (Harbor Custom Development Inc) |
-36.63%
Sep 2020 – Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart