Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HGDAX NA 25.93% NA NA NA NA NA
Data as of 05/12/2021, Common starting date is 12/31/2018
More Performance Analytics Comparison
Name Start Date End Date
HGDAX 12/31/2018 05/12/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018
Annualized Return (%) 0.00 25.93 NA NA NA NA NA 10.70 -22.42 18.67 0.00
Sharpe Ratio NA 0.40 NA NA NA NA NA 0.32 -0.71 1.78 NA
Standard Deviation(%) NA 64.53 NA NA NA NA NA 104.32 31.59 9.70 0.00
Draw Down(%) NA 35.81 NA NA NA NA NA 35.81 39.98 7.46 0.00
Yield(%) 0.00 1.19 2.07 1.24 0.62 0.41 0.31 0.00 1.79 4.18 0.00
Data as of 05/12/2021, Common starting date is 12/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGDAX (HGDAX) 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
HGDAX (HGDAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return