Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGV (Hilton Grand Vacations Inc.) | 9.52% | 26.51% | 2.16% | 1.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGV (Hilton Grand Vacations Inc.) | 01/05/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.71 | 26.51 | 2.16 | 1.24 | NA | NA | NA | … | … | 9.52 | 16.10 | -1.44 | 4.26 | -26.04 | 66.22 | -8.84 | 30.54 | -37.09 | 64.00 |
| Sharpe Ratio | NA | 0.87 | 0.04 | 0.00 | NA | NA | NA | … | … | 1.00 | 0.32 | -0.24 | 0.00 | -0.63 | 1.81 | -0.11 | 0.95 | -1.07 | 2.90 |
| Standard Deviation(%) | NA | 38.65 | 37.88 | 38.44 | NA | NA | NA | … | … | 42.13 | 41.73 | 33.93 | 33.97 | 43.44 | 36.56 | 80.75 | 31.09 | 36.07 | 22.33 |
| Draw Down(%) | NA | 28.48 | 34.62 | 42.18 | NA | NA | NA | … | … | 22.51 | 28.48 | 30.16 | 33.42 | 39.48 | 19.62 | 69.81 | 25.20 | 48.12 | 9.09 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGV (Hilton Grand Vacations Inc.) |
-20.48%
Oct 2017 – Oct 2020 |
-3.17%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGV (Hilton Grand Vacations Inc.) |
41.24%
Mar 2020 – Mar 2023 |
18.86%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart