Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCFL (Home City Financial Corporation) | NA | 37.22% | 31.05% | 21.83% | 23.32% | 7.50% | 7.58% | … | … |
Data as of 12/07/2018, Common starting date is 12/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCFL (Home City Financial Corporation) | 12/31/1996 | 12/07/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 37.22 | 31.05 | 21.83 | 23.32 | 7.50 | 7.58 | … | … | 29.69 | 36.82 | 16.62 | 11.08 | 1.56 | 56.86 | 23.64 | -8.33 | 44.00 | 16.17 | -49.72 | -35.15 | 4.76 | 2.27 | -10.72 | 47.44 | -2.50 | 28.00 | -25.00 | -7.41 | -27.03 | 39.62 | 0.00 |
| Sharpe Ratio | NA | 0.69 | 0.22 | -0.05 | 0.01 | NA | NA | … | … | 0.59 | 1.22 | -0.66 | -0.55 | -2.38 | 1.37 | 0.24 | -0.48 | 0.27 | -0.03 | -1.39 | -1.86 | -0.73 | -0.59 | -0.96 | 1.41 | -0.67 | 0.32 | -1.74 | 0.26 | 0.07 | -0.18 | NA |
| Standard Deviation(%) | NA | 25.29 | 22.49 | 19.29 | 34.13 | NA | NA | … | … | 25.71 | 14.45 | 26.34 | 13.65 | 7.12 | 27.99 | 21.50 | 55.68 | 95.12 | 93.02 | 49.79 | 30.85 | 24.03 | 32.03 | 31.57 | 19.90 | 33.18 | 20.72 | 54.63 | 67.69 | 84.66 | 39.29 | 0.00 |
| Draw Down(%) | NA | 6.40 | 11.71 | 11.71 | 35.83 | NA | NA | … | … | 6.40 | 5.26 | 11.71 | 5.56 | 2.85 | 12.98 | 8.93 | 13.16 | 18.44 | 35.83 | 55.74 | 38.48 | 10.87 | 13.51 | 14.23 | 11.77 | 26.57 | 13.55 | 31.13 | 29.41 | 51.65 | 9.43 | 0.00 |
| Yield(%) | 0.00 | 4.39 | 3.93 | 3.50 | 5.93 | 2.03 | 2.52 | … | … | 3.41 | 2.95 | 2.88 | 1.97 | 1.88 | 2.75 | 0.73 | 0.75 | 0.00 | 1.20 | 2.24 | 2.91 | 2.91 | 2.86 | 2.55 | 3.52 | 3.67 | 4.69 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/07/2018, Common starting date is 12/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCFL (Home City Financial Corporation) |
-32.05%
Jan 2006 – Jan 2009 |
-21.04%
Jan 2004 – Jan 2009 |
-9.30%
Mar 1999 – Mar 2009 |
-1.87%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCFL (Home City Financial Corporation) |
31.06%
Nov 2015 – Nov 2018 |
29.62%
Feb 2009 – Feb 2014 |
23.90%
Nov 2008 – Nov 2018 |
9.46%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart