Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HHDFX (HAMLIN HIGH DIVIDEND EQUITY FUND INSTITUTIONAL CLASS SHARES) | 9.28% | 15.49% | 16.52% | 9.75% | 11.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HHDFX (HAMLIN HIGH DIVIDEND EQUITY FUND INSTITUTIONAL CLASS SHARES) | 03/30/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 15.49 | 16.52 | 9.75 | 11.13 | NA | NA | … | … | 9.28 | 5.97 | 14.17 | 13.68 | -5.18 | 28.52 | 4.72 | 22.26 | -7.52 | 14.80 | 15.06 | -5.71 | 12.66 | 32.89 | 3.57 |
| Sharpe Ratio | NA | 1.27 | 1.06 | 0.51 | 0.57 | NA | NA | … | … | 1.91 | 0.20 | 0.59 | 0.77 | -0.33 | 1.94 | 0.13 | 2.08 | -0.68 | 2.01 | 1.05 | -0.42 | 1.23 | 3.09 | 0.40 |
| Standard Deviation(%) | NA | 10.18 | 12.59 | 14.55 | 16.66 | NA | NA | … | … | 10.89 | 15.52 | 12.76 | 12.32 | 19.77 | 14.71 | 34.70 | 10.03 | 13.07 | 7.08 | 14.14 | 13.69 | 10.25 | 10.64 | 11.86 |
| Draw Down(%) | NA | 7.24 | 14.23 | 16.06 | 36.07 | NA | NA | … | … | 7.24 | 14.23 | 8.47 | 10.34 | 16.06 | 5.65 | 36.07 | 6.22 | 16.28 | 4.08 | 9.89 | 14.96 | 10.16 | 5.50 | 7.97 |
| Yield(%) | 0.00 | 4.63 | 5.14 | 3.89 | 5.11 | 5.92 | 4.44 | … | … | 0.00 | 4.74 | 6.62 | 2.37 | 2.24 | 2.96 | 3.31 | 3.35 | 7.90 | 3.20 | 3.09 | 2.82 | 7.82 | 5.43 | 0.89 |
Data as of 06/04/2026, Common starting date is 03/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HHDFX (HAMLIN HIGH DIVIDEND EQUITY FUND INSTITUTIONAL CLASS SHARES) |
-2.67%
Mar 2017 – Mar 2020 |
0.28%
Mar 2015 – Mar 2020 |
7.83%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HHDFX (HAMLIN HIGH DIVIDEND EQUITY FUND INSTITUTIONAL CLASS SHARES) |
21.28%
Mar 2020 – Mar 2023 |
18.89%
Mar 2020 – Mar 2025 |
11.95%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart