Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HIBE (Hibernia Bancorp Inc) NA 71.51% 14.06% 13.41% NA NA NA
Data as of 06/29/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
Name Start Date End Date
HIBE (Hibernia Bancorp Inc) 06/18/2012 06/29/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -0.16 71.51 14.06 13.41 NA NA NA 2.87 45.79 -0.37 22.70 -3.33 7.46 9.48 10.00 9.09 30.95
Sharpe Ratio NA 1.14 -0.34 -0.34 NA NA NA -3.12 0.56 -2.56 0.20 -6.99 -2.13 0.06 -0.62 -0.41 0.40
Standard Deviation(%) NA 45.64 29.14 24.23 NA NA NA 4.54 47.76 13.44 21.05 3.13 5.20 20.50 13.70 23.40 34.16
Draw Down(%) NA 5.82 19.52 19.52 NA NA NA 1.27 13.87 10.54 8.29 4.66 2.79 12.05 5.83 12.90 13.36
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 06/29/2018, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIBE (Hibernia Bancorp Inc) 1.79%
May 2014 – May 2017
2.89%
Sep 2012 – Sep 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIBE (Hibernia Bancorp Inc) 21.36%
Jan 2015 – Jan 2018
13.61%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return