Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HHDVX (HAMLIN HIGH DIVIDEND EQUITY FUND INVESTOR CLASS SHARES) | -0.83% | 5.79% | 9.08% | 14.68% | 8.21% | NA | NA | 10.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HHDVX (HAMLIN HIGH DIVIDEND EQUITY FUND INVESTOR CLASS SHARES) | 03/30/2012 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 03/30/2012.
AR inception is since 03/30/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 5.79 | 9.08 | 14.68 | 8.21 | NA | NA | 10.01 | -0.83 | 15.01 | 13.34 | -5.47 | 28.15 | 4.39 | 21.83 | -7.85 | 14.38 | 14.62 | -6.13 | 12.10 | 32.24 | 3.25 |
| Sharpe Ratio | NA | 0.14 | 0.27 | 0.75 | 0.38 | NA | NA | 0.55 | -0.23 | 0.67 | 0.74 | -0.35 | 1.92 | 0.12 | 2.05 | -0.70 | 1.94 | 1.02 | -0.45 | 1.21 | 3.03 | 0.36 |
| Standard Deviation(%) | NA | 17.05 | 15.85 | 16.63 | 17.17 | NA | NA | 15.90 | 21.96 | 12.64 | 12.33 | 19.78 | 14.68 | 34.71 | 9.99 | 13.07 | 7.13 | 14.10 | 13.68 | 10.02 | 10.63 | 11.88 |
| Draw Down(%) | NA | 16.34 | 16.34 | 16.34 | 36.13 | NA | NA | 36.13 | 14.29 | 8.47 | 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 | 1.84 | 2.08 | 3.17 | 3.33 | 4.10 | 3.08 | 4.73 | 0.00 | 1.98 | 2.05 | 1.95 | 2.60 | 3.02 | 2.98 | 7.49 | 2.76 | 2.68 | 2.37 | 6.91 | 4.92 | 0.71 |
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 |
7.44%
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) |
20.90%
Mar 2020 - Mar 2023 |
17.67%
Mar 2020 - Mar 2025 |
11.02%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart