Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFBA (HFB Financial Corp) | 5.12% | 25.45% | 0.77% | 4.38% | 6.04% | 6.94% | 4.91% | … | … |
Data as of 06/03/2026, Common starting date is 03/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFBA (HFB Financial Corp) | 03/17/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.45 | 0.77 | 4.38 | 6.04 | 6.94 | 4.91 | … | … | 5.12 | 11.36 | 10.44 | -7.30 | -3.66 | 19.40 | -5.52 | -0.62 | 9.45 | -2.16 | 35.84 | 18.72 | 15.69 | 8.32 | 6.01 | -6.26 | 17.13 | -14.17 | -1.70 | 1.79 | 4.01 | -4.30 | 8.29 | 58.35 | 5.76 | 22.86 | 12.34 | -14.71 |
| Sharpe Ratio | NA | 1.38 | 0.07 | 0.07 | 0.15 | NA | NA | … | … | 1.12 | 0.49 | 0.24 | -0.29 | -0.26 | 0.67 | -0.09 | -0.17 | 0.60 | -0.11 | 1.31 | 0.64 | 1.50 | 0.53 | 0.50 | -0.23 | 0.54 | -0.31 | -0.12 | -0.05 | 0.04 | -0.25 | 0.25 | 1.97 | 0.17 | 0.49 | 0.14 | -0.99 |
| Standard Deviation(%) | NA | 15.56 | 26.27 | 26.04 | 31.18 | NA | NA | … | … | 9.36 | 17.34 | 28.59 | 37.92 | 18.71 | 30.07 | 64.27 | 12.00 | 13.53 | 26.17 | 27.17 | 29.02 | 10.42 | 15.71 | 11.91 | 27.17 | 31.43 | 46.12 | 22.07 | 26.17 | 16.10 | 26.16 | 28.90 | 29.19 | 27.64 | 42.25 | 59.09 | 21.64 |
| Draw Down(%) | NA | 13.80 | 32.59 | 32.59 | 32.79 | NA | NA | … | … | 3.73 | 21.31 | 12.32 | 30.17 | 10.29 | 11.29 | 31.35 | 5.51 | 6.25 | 16.10 | 9.00 | 17.00 | 5.68 | 11.18 | 8.51 | 15.67 | 16.63 | 20.49 | 9.52 | 16.92 | 7.13 | 16.05 | 9.81 | 11.24 | 12.54 | 16.21 | 27.59 | 23.16 |
| Yield(%) | 0.00 | 2.97 | 2.29 | 2.40 | 3.11 | 3.87 | 3.02 | … | … | 1.26 | 2.73 | 2.93 | 2.79 | 2.45 | 1.39 | 2.62 | 2.48 | 2.58 | 2.45 | 3.04 | 3.43 | 3.84 | 4.00 | 4.08 | 3.68 | 2.12 | 3.40 | 2.95 | 2.92 | 2.86 | 2.57 | 2.33 | 3.63 | 2.90 | 1.58 | 1.63 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBA (HFB Financial Corp) |
-6.09%
Mar 2017 – Mar 2020 |
-3.09%
Dec 2004 – Dec 2009 |
1.20%
Oct 2003 – Oct 2013 |
3.25%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBA (HFB Financial Corp) |
30.07%
Jun 2001 – Jun 2004 |
24.81%
Mar 2000 – Mar 2005 |
10.98%
May 2000 – May 2010 |
10.74%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart