Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLRD (The Hilliard Corporation) | NA | -8.37% | -12.86% | -5.98% | -0.42% | NA | NA | 1.82% |
Data as of 07/26/2024, AR inception is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLRD (The Hilliard Corporation) | 09/26/2012 | 07/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.37 | -12.86 | -5.98 | -0.42 | NA | NA | 1.82 | -21.35 | 22.08 | -6.45 | -9.17 | 9.26 | -24.79 | 8.17 | -0.23 | 1.02 | 18.69 | 21.62 | 10.16 | 4.86 |
| Sharpe Ratio | NA | -0.15 | -0.30 | -0.12 | -0.03 | NA | NA | 0.02 | -0.37 | 0.90 | -0.27 | -0.09 | 0.14 | -0.94 | 0.39 | -0.04 | 0.14 | 1.27 | 1.81 | 0.99 | 0.80 |
| Standard Deviation(%) | NA | 79.57 | 51.85 | 64.50 | 47.31 | NA | NA | 43.82 | 102.84 | 19.99 | 29.36 | 98.88 | 62.04 | 27.93 | 17.43 | 22.94 | 5.64 | 14.66 | 11.96 | 10.21 | 25.66 |
| Draw Down(%) | NA | 41.05 | 48.54 | 64.38 | 64.38 | NA | NA | 64.38 | 40.00 | 4.55 | 15.00 | 49.46 | 32.09 | 29.92 | 8.63 | 17.38 | 5.71 | 8.33 | 0.00 | 4.71 | 7.00 |
| Yield(%) | 0.00 | 5.43 | 2.96 | 2.71 | 2.82 | 2.60 | 1.95 | 3.54 | 2.86 | 6.74 | 1.50 | 2.65 | 2.55 | 1.94 | 2.21 | 1.98 | 1.71 | 1.83 | 2.96 | 2.23 | 0.44 |
Data as of 07/26/2024, AR inception is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLRD (The Hilliard Corporation) |
-15.95%
Feb 2021 - Feb 2024 |
-9.25%
Apr 2017 - Apr 2022 |
-0.42%
May 2014 - May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLRD (The Hilliard Corporation) |
17.67%
Feb 2018 - Feb 2021 |
11.42%
Oct 2013 - Oct 2018 |
3.08%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart