Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HDIUF (Hardwoods Distribution Inc) | -17.84% | -17.18% | -0.90% | 13.53% | 5.91% | 19.64% | NA | 11.18% |
Data as of 07/03/2025, AR inception is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDIUF (Hardwoods Distribution Inc) | 06/25/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.37 | -17.18 | -0.90 | 13.53 | 5.91 | 19.64 | NA | 11.18 | -17.84 | 4.60 | 21.46 | -40.85 | 76.29 | 61.25 | 75.65 | -49.90 | 13.46 | 6.27 | 32.63 | 11.89 | 88.20 | 52.94 | 47.81 | 6.19 | 176.32 | -82.44 |
| Sharpe Ratio | NA | -0.53 | -0.07 | 0.28 | 0.11 | NA | NA | 0.19 | -1.44 | 0.02 | 0.50 | -0.98 | 1.58 | 0.79 | 2.21 | -1.77 | 0.64 | 0.27 | 1.13 | 0.45 | 2.48 | 1.50 | 1.08 | 0.13 | 1.79 | -0.57 |
| Standard Deviation(%) | NA | 38.61 | 37.29 | 41.25 | 41.09 | NA | NA | 54.10 | 24.72 | 44.47 | 36.12 | 43.31 | 48.48 | 76.79 | 33.50 | 29.11 | 19.93 | 22.76 | 28.85 | 26.16 | 35.57 | 35.61 | 44.03 | 46.36 | 98.30 | 169.26 |
| Draw Down(%) | NA | 42.61 | 42.61 | 56.48 | 66.24 | NA | NA | 91.33 | 26.96 | 21.43 | 33.18 | 55.41 | 21.35 | 57.92 | 15.69 | 52.64 | 11.69 | 15.06 | 16.93 | 23.84 | 17.49 | 16.06 | 23.80 | 35.90 | 58.59 | 85.84 |
| Yield(%) | 0.00 | 0.43 | 1.35 | 2.62 | 1.91 | 11.65 | 3.56 | 4.19 | 0.43 | 0.88 | 1.96 | 1.07 | 1.60 | 1.99 | 3.23 | 1.59 | 1.55 | 1.32 | 1.60 | 1.67 | 2.90 | 3.06 | 0.90 | 0.00 | 0.00 | 3.49 |
Data as of 07/03/2025, AR inception is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDIUF (Hardwoods Distribution Inc) |
-16.60%
Mar 2017 - Mar 2020 |
-6.34%
Mar 2015 - Mar 2020 |
5.36%
Jun 2015 - Jun 2025 |
13.61%
Jul 2008 - Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDIUF (Hardwoods Distribution Inc) |
101.24%
Mar 2009 - Mar 2012 |
81.66%
Mar 2009 - Mar 2014 |
35.39%
Mar 2009 - Mar 2019 |
33.44%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart