Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HISIX (INTERNATIONAL EQUITY FUND INTERNATIONAL EQUITY FUND) | 11.86% | 7.11% | 9.05% | 3.93% | 5.37% | 5.52% | 2.37% | 4.10% |
Data as of 07/15/2025, AR inception is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HISIX (INTERNATIONAL EQUITY FUND INTERNATIONAL EQUITY FUND) | 12/30/2002 | 07/15/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 7.11 | 9.05 | 3.93 | 5.37 | 5.52 | 2.37 | 4.10 | 11.86 | -0.55 | 11.03 | -21.60 | 7.33 | 21.34 | 24.83 | -12.74 | 28.11 | 4.86 | -3.49 | -8.89 | 23.43 | 17.41 | -16.56 | 5.34 | 23.22 | -40.04 | 1.23 | 24.78 | -17.83 | 13.40 | 33.62 | 0.81 |
| Sharpe Ratio | NA | 0.34 | 0.37 | 0.15 | 0.24 | NA | NA | 0.14 | 1.30 | -0.58 | 0.49 | -0.97 | 0.54 | 0.73 | 2.05 | -0.93 | 3.59 | 0.29 | -0.22 | -0.70 | 1.60 | 0.92 | -0.60 | 0.27 | 0.89 | -1.05 | -0.10 | 1.64 | -0.57 | 0.91 | 2.22 | NA |
| Standard Deviation(%) | NA | 16.16 | 16.45 | 16.69 | 17.07 | NA | NA | 20.27 | 18.24 | 12.42 | 13.93 | 23.85 | 13.47 | 28.97 | 11.42 | 15.09 | 7.69 | 16.08 | 15.97 | 12.68 | 14.65 | 19.10 | 27.45 | 19.15 | 26.03 | 39.02 | 17.75 | 13.14 | 35.28 | 13.73 | 14.84 | 0.00 |
| Draw Down(%) | NA | 14.06 | 16.56 | 35.38 | 35.38 | NA | NA | 60.13 | 12.79 | 10.77 | 13.40 | 32.52 | 7.80 | 29.71 | 8.65 | 21.01 | 3.02 | 10.71 | 18.22 | 16.76 | 10.37 | 20.61 | 27.91 | 18.59 | 26.38 | 49.39 | 11.03 | 12.04 | 28.86 | 10.75 | 16.36 | 0.00 |
| Yield(%) | 0.00 | 0.97 | 1.65 | 1.31 | 1.94 | 2.58 | 1.38 | 1.97 | 0.00 | 1.15 | 1.66 | 1.57 | 1.08 | 0.72 | 1.34 | 1.51 | 1.19 | 1.00 | 6.69 | 2.97 | 2.04 | 4.68 | 4.88 | 1.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | 0.81 |
Data as of 07/15/2025, AR inception is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HISIX (INTERNATIONAL EQUITY FUND INTERNATIONAL EQUITY FUND) |
-18.10%
Nov 2005 - Nov 2008 |
-11.17%
Feb 2004 - Feb 2009 |
-2.69%
Sep 2005 - Sep 2015 |
-0.04%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HISIX (INTERNATIONAL EQUITY FUND INTERNATIONAL EQUITY FUND) |
17.59%
Dec 2018 - Dec 2021 |
14.80%
Feb 2009 - Feb 2014 |
9.28%
Dec 2011 - Dec 2021 |
7.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart