Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HEES (H&E Equipment Services, Inc.) | 93.91% | 102.13% | 41.49% | 45.03% | 20.12% | 23.24% | NA | 12.64% |
Data as of 05/30/2025, AR inception is 01/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEES (H&E Equipment Services, Inc.) | 01/31/2006 | 05/30/2025 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 102.13 | 41.49 | 45.03 | 20.12 | 23.24 | NA | 12.64 | 93.91 | -4.41 | 18.22 | 5.66 | 53.14 | -6.19 | 70.40 | -47.98 | 82.90 | 42.53 | -34.44 | -3.92 | 96.62 | 73.61 | 15.99 | 10.19 | 36.19 | -59.16 | -23.78 | 7.23 |
| Sharpe Ratio | NA | 1.22 | 0.63 | 0.76 | 0.34 | NA | NA | 0.20 | 3.45 | -0.25 | 0.34 | 0.09 | 1.19 | -0.08 | 1.78 | -0.94 | 2.04 | 0.71 | -0.57 | -0.10 | 2.55 | 1.43 | 0.20 | 0.18 | 0.56 | -0.71 | -0.52 | 0.10 |
| Standard Deviation(%) | NA | 80.94 | 59.11 | 55.84 | 55.85 | NA | NA | 57.21 | 116.60 | 43.41 | 41.32 | 49.74 | 44.75 | 76.29 | 38.78 | 52.77 | 40.63 | 59.75 | 60.45 | 39.86 | 37.89 | 51.83 | 77.87 | 57.22 | 64.54 | 84.18 | 51.19 | 44.43 |
| Draw Down(%) | NA | 27.40 | 41.54 | 43.80 | 76.53 | NA | NA | 87.57 | 11.21 | 34.93 | 41.54 | 41.90 | 28.59 | 71.09 | 27.03 | 57.07 | 34.41 | 40.80 | 49.99 | 36.25 | 12.45 | 38.85 | 64.38 | 45.80 | 38.53 | 75.40 | 50.38 | 38.37 |
| Yield(%) | 0.00 | 2.32 | 2.83 | 6.20 | 4.84 | 12.94 | 4.05 | 4.27 | 0.57 | 2.12 | 2.43 | 2.53 | 3.84 | 3.33 | 5.14 | 2.81 | 4.66 | 6.27 | 3.76 | 1.73 | 0.00 | 50.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/30/2025, AR inception is 01/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEES (H&E Equipment Services, Inc.) |
-41.04%
Feb 2006 - Feb 2009 |
-19.49%
Sep 2006 - Sep 2011 |
-1.20%
Feb 2006 - Feb 2016 |
5.69%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEES (H&E Equipment Services, Inc.) |
96.58%
Sep 2011 - Sep 2014 |
57.98%
Feb 2009 - Feb 2014 |
26.91%
Feb 2009 - Feb 2019 |
24.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart