Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HGTY (Hagerty, Inc.) | 5.18% | -3.61% | -4.65% | NA | NA | NA | NA | 1.01% |
Data as of 07/01/2025, AR inception is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGTY (Hagerty, Inc.) | 06/01/2021 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | -3.61 | -4.65 | NA | NA | NA | NA | 1.01 | 5.18 | 26.03 | -7.25 | -40.69 | 45.44 |
| Sharpe Ratio | NA | -0.09 | -0.20 | NA | NA | NA | NA | -0.03 | 0.28 | 0.65 | -0.35 | -0.76 | 1.61 |
| Standard Deviation(%) | NA | 28.94 | 34.01 | NA | NA | NA | NA | 42.32 | 30.43 | 30.06 | 32.80 | 55.59 | 54.91 |
| Draw Down(%) | NA | 31.07 | 43.73 | NA | NA | NA | NA | 59.73 | 19.26 | 18.76 | 26.55 | 57.71 | 28.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 06/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGTY (Hagerty, Inc.) |
-12.33%
Feb 2022 - Feb 2025 |
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 |
|---|---|---|---|---|
| HGTY (Hagerty, Inc.) |
5.98%
Aug 2021 - Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart