Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLDCY (Henderson Land Development) | 2.79% | 28.50% | 12.56% | 0.55% | 2.31% | 3.67% | 4.41% | … | … |
Data as of 06/04/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLDCY (Henderson Land Development) | 11/19/1996 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.07 | 28.50 | 12.56 | 0.55 | 2.31 | 3.67 | 4.41 | … | … | 2.79 | 30.52 | 1.65 | -4.58 | -10.97 | 13.53 | -13.28 | 11.56 | -15.47 | 28.97 | -9.95 | -2.43 | 24.88 | -1.51 | 49.94 | -26.45 | -6.38 | 99.95 | -58.73 | 70.02 | 21.57 | -5.83 | 23.18 | 70.56 | -44.06 | -5.69 | -21.32 | 18.60 | 16.22 | -54.32 | 5.19 |
| Sharpe Ratio | NA | 1.10 | 0.28 | -0.01 | 0.05 | NA | NA | … | … | 0.60 | 0.94 | -0.06 | -0.28 | -0.39 | 0.50 | -0.43 | 0.33 | -0.62 | 1.27 | -0.38 | -0.10 | 1.06 | -0.06 | 1.68 | -0.85 | -0.20 | 2.18 | -0.96 | 1.54 | 0.61 | -0.17 | 0.43 | 1.11 | -0.80 | -0.16 | -0.44 | 0.25 | 0.13 | -0.89 | 1.58 |
| Standard Deviation(%) | NA | 31.20 | 32.16 | 31.26 | 29.26 | NA | NA | … | … | 34.59 | 29.44 | 33.66 | 29.55 | 31.85 | 27.23 | 31.25 | 30.52 | 27.26 | 22.34 | 26.59 | 25.70 | 23.43 | 26.06 | 30.05 | 31.07 | 32.88 | 45.75 | 61.97 | 43.78 | 30.00 | 48.17 | 51.83 | 63.10 | 56.69 | 51.80 | 57.61 | 62.00 | 98.15 | 64.68 | 34.27 |
| Draw Down(%) | NA | 19.07 | 26.67 | 46.33 | 47.08 | NA | NA | … | … | 19.07 | 14.24 | 22.51 | 33.38 | 41.57 | 24.64 | 30.02 | 20.72 | 26.73 | 14.03 | 20.07 | 22.57 | 12.93 | 19.22 | 23.08 | 41.00 | 29.04 | 27.92 | 72.10 | 16.35 | 22.13 | 21.70 | 32.18 | 27.03 | 50.00 | 52.34 | 43.63 | 37.26 | 56.52 | 56.79 | 12.05 |
| Yield(%) | 0.00 | 7.45 | 7.11 | 4.07 | 3.90 | 3.73 | 4.07 | … | … | 0.00 | 7.83 | 7.52 | 6.37 | 5.40 | 5.79 | 4.77 | 4.74 | 3.23 | 3.90 | 3.27 | 2.04 | 2.75 | 1.83 | 2.60 | 1.92 | 2.09 | 2.07 | 1.54 | 2.55 | 2.77 | 2.51 | 2.42 | 2.56 | 0.88 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLDCY (Henderson Land Development) |
-25.40%
Dec 1999 – Dec 2002 |
-18.32%
Sep 1997 – Sep 2002 |
-4.54%
Dec 1996 – Dec 2006 |
-3.27%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLDCY (Henderson Land Development) |
38.66%
Apr 2003 – Apr 2006 |
32.53%
Dec 2002 – Dec 2007 |
14.19%
Apr 2003 – Apr 2013 |
11.27%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart