Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFBL (Home Federal Bancorp, Inc. of Louisiana) | 9.10% | 45.18% | 17.39% | 4.80% | 8.08% | 9.74% | 8.21% | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFBL (Home Federal Bancorp, Inc. of Louisiana) | 01/21/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 45.18 | 17.39 | 4.80 | 8.08 | 9.74 | 8.21 | … | … | 9.10 | 49.25 | -8.85 | -13.48 | -14.16 | 44.12 | -17.76 | 23.65 | 6.52 | 5.30 | 17.28 | 20.80 | 11.27 | 3.19 | 25.18 | 25.70 | 8.92 | 45.94 | -24.22 | -14.94 | 5.02 | -1.01 |
| Sharpe Ratio | NA | 1.22 | 0.15 | 0.07 | 0.17 | NA | NA | … | … | 0.63 | 1.05 | -0.31 | -0.32 | -0.48 | 1.03 | -0.29 | 0.71 | 0.19 | 0.21 | 1.20 | 0.42 | 0.74 | 0.19 | 1.15 | 0.65 | 0.10 | 0.45 | -0.25 | -0.25 | 0.10 | -0.22 |
| Standard Deviation(%) | NA | 43.59 | 44.61 | 42.07 | 39.13 | NA | NA | … | … | 35.22 | 44.46 | 40.08 | 54.04 | 32.80 | 42.64 | 62.39 | 31.21 | 26.62 | 21.97 | 14.23 | 49.17 | 15.14 | 16.65 | 22.09 | 39.21 | 85.52 | 101.15 | 99.63 | 73.02 | 15.93 | 15.18 |
| Draw Down(%) | NA | 19.24 | 33.80 | 47.77 | 47.77 | NA | NA | … | … | 19.24 | 15.77 | 26.67 | 38.83 | 19.96 | 15.79 | 45.71 | 8.80 | 22.72 | 18.03 | 7.47 | 25.94 | 4.51 | 8.56 | 8.27 | 20.27 | 23.08 | 32.81 | 40.81 | 17.14 | 4.77 | 7.94 |
| Yield(%) | 0.00 | 2.93 | 3.54 | 2.57 | 2.11 | 3.09 | 3.18 | … | … | 0.76 | 4.16 | 3.46 | 2.86 | 2.23 | 1.49 | 1.38 | 2.04 | 1.88 | 1.54 | 1.46 | 1.54 | 1.50 | 1.38 | 1.68 | 2.03 | 2.67 | 3.43 | 2.53 | 1.07 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBL (Home Federal Bancorp, Inc. of Louisiana) |
-15.82%
Nov 2005 – Nov 2008 |
-4.86%
Apr 2019 – Apr 2024 |
2.43%
Jul 2015 – Jul 2025 |
6.27%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBL (Home Federal Bancorp, Inc. of Louisiana) |
31.87%
Nov 2008 – Nov 2011 |
23.76%
Jun 2009 – Jun 2014 |
18.79%
Nov 2008 – Nov 2018 |
11.90%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison Chart