Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLI (Houlihan Lokey, Inc.) | -18.96% | -18.77% | 17.81% | 15.11% | 21.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLI (Houlihan Lokey, Inc.) | 08/14/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | -18.77 | 17.81 | 15.11 | 21.57 | NA | NA | … | … | -18.96 | 1.64 | 47.04 | 40.67 | -13.88 | 57.01 | 40.56 | 36.31 | -17.19 | 49.27 | 21.80 | 15.91 |
| Sharpe Ratio | NA | -0.80 | 0.60 | 0.47 | 0.75 | NA | NA | … | … | -1.45 | -0.04 | 1.87 | 1.60 | -0.45 | 2.08 | 1.21 | 1.65 | -0.75 | 2.20 | 0.77 | 1.71 |
| Standard Deviation(%) | NA | 25.89 | 25.91 | 27.88 | 26.83 | NA | NA | … | … | 28.80 | 29.00 | 23.23 | 23.39 | 33.87 | 27.45 | 33.22 | 21.15 | 24.91 | 22.20 | 27.90 | 27.73 |
| Draw Down(%) | NA | 33.13 | 33.13 | 36.57 | 36.57 | NA | NA | … | … | 27.42 | 24.20 | 10.00 | 15.24 | 36.57 | 16.06 | 20.34 | 14.73 | 33.48 | 9.69 | 17.84 | 8.12 |
| Yield(%) | 0.49 | 1.43 | 2.61 | 2.90 | 6.72 | 4.94 | 3.70 | … | … | 0.74 | 1.38 | 1.90 | 2.48 | 1.93 | 2.42 | 2.59 | 3.23 | 2.21 | 2.53 | 2.61 | 0.66 |
Data as of 06/05/2026, Common starting date is 08/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLI (Houlihan Lokey, Inc.) |
13.38%
Jan 2018 – Jan 2021 |
14.86%
May 2018 – May 2023 |
21.65%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLI (Houlihan Lokey, Inc.) |
44.36%
Dec 2018 – Dec 2021 |
38.79%
Oct 2016 – Oct 2021 |
27.83%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart