Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HII (Huntington Ingalls Industries, Inc.) | -12.35% | 33.84% | 14.89% | 8.22% | 8.50% | 16.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HII (Huntington Ingalls Industries, Inc.) | 03/23/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.41 | 33.84 | 14.89 | 8.22 | 8.50 | 16.87 | NA | … | … | -12.35 | 84.17 | -25.67 | 15.16 | 26.33 | 12.11 | -30.45 | 34.00 | -18.21 | 29.48 | 47.17 | 14.32 | 26.13 | 109.35 | 38.89 | -16.03 |
| Sharpe Ratio | NA | 1.11 | 0.40 | 0.22 | 0.24 | NA | NA | … | … | -0.52 | 2.17 | -0.76 | 0.54 | 0.93 | 0.52 | -0.67 | 1.48 | -0.63 | 1.48 | 2.00 | 0.50 | 1.18 | 5.91 | 1.66 | -0.60 |
| Standard Deviation(%) | NA | 34.60 | 36.35 | 32.02 | 31.12 | NA | NA | … | … | 43.12 | 37.69 | 38.74 | 21.47 | 26.77 | 23.25 | 45.63 | 21.99 | 31.27 | 19.56 | 23.50 | 28.40 | 22.21 | 18.49 | 23.66 | 33.65 |
| Draw Down(%) | NA | 31.79 | 45.21 | 45.21 | 49.69 | NA | NA | … | … | 31.79 | 23.42 | 36.99 | 15.98 | 14.08 | 19.75 | 49.69 | 14.97 | 33.80 | 15.35 | 15.45 | 26.86 | 15.09 | 7.34 | 11.42 | 44.94 |
| Yield(%) | 0.43 | 2.44 | 2.56 | 2.30 | 2.67 | 8.64 | 6.26 | … | … | 0.79 | 2.89 | 2.02 | 2.20 | 2.57 | 2.80 | 1.65 | 1.87 | 1.32 | 1.33 | 1.69 | 1.52 | 1.14 | 1.13 | 0.31 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HII (Huntington Ingalls Industries, Inc.) |
-13.26%
Sep 2017 – Sep 2020 |
-3.35%
Dec 2019 – Dec 2024 |
4.14%
Feb 2015 – Feb 2025 |
17.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HII (Huntington Ingalls Industries, Inc.) |
63.29%
Sep 2011 – Sep 2014 |
45.79%
Sep 2011 – Sep 2016 |
24.60%
Sep 2011 – Sep 2021 |
17.63%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart