Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HIEFX (Huntington Income-Equity Trust) | NA | 14.80% | 11.32% | 13.29% | 3.46% | 2.34% | NA | 4.92% |
Data as of 12/17/2013, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIEFX (Huntington Income-Equity Trust) | 06/21/1996 | 12/17/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | 14.80 | 11.32 | 13.29 | 3.46 | 2.34 | NA | 4.92 | 15.43 | 10.49 | 6.81 | 11.53 | 21.92 | -38.35 | 1.86 | 11.01 | 2.76 | 6.40 | 16.43 | -12.61 | 1.83 | 1.52 | -6.75 | 17.79 | 25.99 | 10.03 |
| Sharpe Ratio | NA | 1.37 | 0.71 | 0.70 | 0.12 | NA | NA | 0.04 | 1.48 | 0.90 | 0.30 | 0.67 | 0.81 | -0.94 | -0.07 | 0.50 | 0.07 | 0.48 | 1.06 | -0.67 | -0.04 | -0.16 | -0.74 | 1.06 | -2.34 | 2.00 |
| Standard Deviation(%) | NA | 10.80 | 15.84 | 19.02 | 20.80 | NA | NA | 18.30 | 10.81 | 11.63 | 22.32 | 17.10 | 27.06 | 41.51 | 16.53 | 15.46 | 8.80 | 11.45 | 14.85 | 20.37 | 13.53 | 15.30 | 13.43 | 13.69 | 12.45 | 8.20 |
| Draw Down(%) | NA | 7.24 | 17.90 | 31.62 | 60.53 | NA | NA | 60.53 | 7.24 | 10.45 | 17.90 | 13.45 | 31.62 | 50.11 | 11.73 | 9.27 | 6.94 | 11.73 | 17.07 | 27.31 | 14.46 | 11.42 | 13.76 | 12.87 | 7.16 | 4.68 |
| Yield(%) | 0.00 | 3.42 | 3.62 | 4.01 | 5.14 | 4.04 | 5.00 | 5.88 | 3.00 | 3.71 | 3.40 | 2.49 | 3.00 | 2.60 | 16.64 | 11.23 | 8.92 | 4.17 | 3.34 | 3.38 | 4.61 | 5.35 | 3.50 | 4.93 | 5.61 | 3.64 |
Data as of 12/17/2013, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIEFX (Huntington Income-Equity Trust) |
-19.08%
Feb 2006 - Feb 2009 |
-10.65%
Feb 2004 - Feb 2009 |
-4.86%
Feb 1999 - Feb 2009 |
2.22%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIEFX (Huntington Income-Equity Trust) |
26.27%
Feb 2009 - Feb 2012 |
14.98%
Nov 2008 - Nov 2013 |
6.22%
Jul 1996 - Jul 2006 |
3.96%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart