Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEEIX | NA | -7.34% | NA | NA | NA | NA | NA | … | … |
Data as of 08/28/2019, Common starting date is 12/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEEIX | 12/19/2017 | 08/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.34 | NA | NA | NA | NA | NA | … | … | 18.76 | -15.88 | -0.20 |
| Sharpe Ratio | NA | -0.40 | NA | NA | NA | NA | NA | … | … | 2.15 | -0.74 | -1.40 |
| Standard Deviation(%) | NA | 22.08 | NA | NA | NA | NA | NA | … | … | 13.15 | 23.30 | 5.64 |
| Draw Down(%) | NA | 30.76 | NA | NA | NA | NA | NA | … | … | 6.95 | 30.76 | 0.60 |
| Yield(%) | 0.00 | 0.97 | 0.35 | 0.21 | 0.10 | 0.07 | 0.05 | … | … | 0.36 | 0.74 | 0.00 |
Data as of 08/28/2019, Common starting date is 12/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEEIX (HEEIX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| HEEIX (HEEIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart