Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMN (Hillman Solutions Corp.) | -15.70% | -1.48% | -4.53% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMN (Hillman Solutions Corp.) | 07/15/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | -1.48 | -4.53 | NA | NA | NA | NA | … | … | -15.70 | -6.67 | 6.41 | 27.74 | -32.93 | -1.83 |
| Sharpe Ratio | NA | -0.06 | -0.15 | NA | NA | NA | NA | … | … | -0.80 | -0.23 | -0.01 | 0.64 | -0.73 | -0.53 |
| Standard Deviation(%) | NA | 40.84 | 37.23 | NA | NA | NA | NA | … | … | 41.25 | 41.73 | 31.38 | 36.89 | 47.02 | 29.75 |
| Draw Down(%) | NA | 34.45 | 42.29 | NA | NA | NA | NA | … | … | 34.45 | 36.57 | 19.79 | 35.21 | 45.59 | 12.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMN (Hillman Solutions Corp.) |
-15.61%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMN (Hillman Solutions Corp.) |
6.78%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart