Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HII (Huntington Ingalls Industries, Inc.) | 35.25% | 5.04% | 8.74% | 10.33% | 10.39% | NA | NA | 16.40% |
Data as of 07/03/2025, AR inception is 03/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HII (Huntington Ingalls Industries, Inc.) | 03/23/2011 | 07/03/2025 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.11 | 5.04 | 8.74 | 10.33 | 10.39 | NA | NA | 16.40 | 35.25 | -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 | -0.09 | 0.06 | 0.24 | 0.27 | NA | NA | 0.51 | 1.38 | -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 | 47.62 | 33.33 | 30.99 | 30.33 | NA | NA | 28.78 | 45.95 | 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 | 43.12 | 45.21 | 45.21 | 49.69 | NA | NA | 49.69 | 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(%) | 0.00 | 2.17 | 2.44 | 2.83 | 3.42 | 7.36 | 5.52 | 7.89 | 1.44 | 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 07/03/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart