Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HHDVX (HAMLIN HIGH DIVIDEND EQUITY FUND INVESTOR CLASS SHARES) | 9.16% | 15.15% | 16.17% | 10.27% | 11.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HHDVX (HAMLIN HIGH DIVIDEND EQUITY FUND INVESTOR 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 | 15.15 | 16.17 | 10.27 | 11.20 | NA | NA | … | … | 9.16 | 5.81 | 19.29 | 13.34 | -3.78 | 30.88 | 4.39 | 21.83 | -7.85 | 14.38 | 14.62 | -6.13 | 12.10 | 32.24 | 3.25 |
| Sharpe Ratio | NA | 1.24 | 1.04 | 0.55 | 0.58 | NA | NA | … | … | 1.87 | 0.19 | 1.42 | 0.79 | -0.27 | 2.13 | 0.12 | 2.04 | -0.71 | 1.93 | 1.02 | -0.45 | 1.21 | 3.03 | 0.36 |
| Standard Deviation(%) | NA | 10.23 | 12.59 | 14.44 | 16.61 | NA | NA | … | … | 10.92 | 15.51 | 11.06 | 12.33 | 19.54 | 14.46 | 34.71 | 9.99 | 13.07 | 7.13 | 14.10 | 13.68 | 10.02 | 10.63 | 11.88 |
| Draw Down(%) | NA | 7.28 | 14.29 | 16.11 | 36.13 | NA | NA | … | … | 7.28 | 14.29 | 5.05 | 10.42 | 16.11 | 5.70 | 36.13 | 6.21 | 16.58 | 4.13 | 9.88 | 15.12 | 10.28 | 5.52 | 7.91 |
| Yield(%) | 0.00 | 4.33 | 4.80 | 4.35 | 5.25 | 5.88 | 4.41 | … | … | 0.00 | 4.43 | 6.30 | 2.05 | 3.66 | 5.25 | 3.02 | 2.98 | 7.49 | 2.76 | 2.68 | 2.37 | 6.91 | 4.92 | 0.71 |
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 |
|---|---|---|---|---|
| HHDVX (HAMLIN HIGH DIVIDEND EQUITY FUND INVESTOR CLASS SHARES) |
-3.02%
Mar 2017 – Mar 2020 |
-0.08%
Mar 2015 – Mar 2020 |
7.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HHDVX (HAMLIN HIGH DIVIDEND EQUITY FUND INVESTOR CLASS SHARES) |
22.48%
Mar 2020 – Mar 2023 |
19.46%
Mar 2020 – Mar 2025 |
12.02%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart