Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLFN (Home Loan Financial Corp) | 30.79% | 31.18% | 19.90% | 13.49% | 11.80% | 14.53% | 11.91% | … | … |
Data as of 06/03/2026, Common starting date is 03/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLFN (Home Loan Financial Corp) | 03/26/1998 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.63 | 31.18 | 19.90 | 13.49 | 11.80 | 14.53 | 11.91 | … | … | 30.79 | 15.38 | 17.57 | 0.00 | 0.11 | 15.00 | -11.86 | 24.07 | 21.57 | -5.13 | 31.49 | 26.59 | 10.93 | 54.48 | 8.00 | -4.27 | 15.42 | 33.16 | -11.21 | -7.77 | 6.86 | -24.88 | 10.05 | 53.30 | 28.11 | 55.35 | 1.83 | -44.44 | -11.48 |
| Sharpe Ratio | NA | 1.75 | 0.76 | 0.48 | 0.23 | NA | NA | … | … | 3.90 | 0.53 | 0.67 | -0.14 | -0.09 | 0.63 | -0.35 | 1.64 | 0.17 | -0.21 | 1.10 | 1.34 | 0.52 | 1.77 | 0.36 | -0.16 | 0.38 | 0.76 | -0.37 | -0.78 | 0.34 | -0.71 | 0.29 | 2.15 | 1.23 | 1.58 | -0.07 | -0.95 | -0.57 |
| Standard Deviation(%) | NA | 24.18 | 24.03 | 22.83 | 43.65 | NA | NA | … | … | 23.16 | 23.51 | 20.85 | 25.59 | 14.09 | 24.30 | 34.82 | 13.81 | 116.27 | 27.07 | 28.56 | 19.88 | 21.04 | 30.75 | 22.06 | 26.24 | 40.18 | 43.49 | 33.14 | 14.00 | 10.14 | 38.20 | 31.73 | 24.44 | 21.85 | 34.06 | 35.50 | 50.12 | 31.61 |
| Draw Down(%) | NA | 10.76 | 11.69 | 18.16 | 52.01 | NA | NA | … | … | 5.81 | 10.76 | 10.33 | 11.53 | 6.66 | 16.11 | 36.78 | 6.00 | 46.16 | 18.66 | 12.67 | 8.67 | 12.07 | 15.79 | 16.00 | 20.00 | 19.27 | 24.16 | 34.55 | 17.94 | 4.84 | 38.11 | 11.55 | 9.16 | 6.09 | 9.63 | 25.93 | 53.52 | 31.62 |
| Yield(%) | 0.00 | 5.77 | 6.28 | 5.87 | 6.57 | 10.56 | 8.63 | … | … | 1.58 | 6.43 | 6.55 | 6.13 | 5.79 | 5.13 | 4.67 | 4.66 | 4.88 | 4.85 | 6.02 | 6.56 | 6.89 | 8.54 | 7.69 | 6.21 | 6.55 | 7.91 | 6.20 | 5.42 | 5.50 | 3.92 | 4.54 | 5.91 | 4.88 | 6.07 | 4.50 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFN (Home Loan Financial Corp) |
-17.69%
Apr 1998 – Apr 2001 |
-6.73%
Nov 2003 – Nov 2008 |
2.02%
Nov 1998 – Nov 2008 |
6.01%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFN (Home Loan Financial Corp) |
46.90%
Nov 2000 – Nov 2003 |
31.28%
Oct 2013 – Oct 2018 |
23.94%
Oct 2008 – Oct 2018 |
15.17%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart