Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLT (Hilton Worldwide Holdings Inc.) | 19.12% | 35.11% | 34.17% | 21.92% | 23.16% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/12/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLT (Hilton Worldwide Holdings Inc.) | 12/12/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 35.11 | 34.17 | 21.92 | 23.16 | NA | NA | … | … | 19.12 | 16.49 | 36.11 | 44.68 | -18.72 | 40.20 | 0.47 | 55.47 | -9.39 | 40.21 | 30.30 | -17.05 | 17.26 | 3.50 |
| Sharpe Ratio | NA | 1.55 | 1.37 | 0.75 | 0.74 | NA | NA | … | … | 1.94 | 0.52 | 1.73 | 1.86 | -0.55 | 1.35 | 0.00 | 2.46 | -0.44 | 2.56 | 1.10 | -0.67 | 0.83 | 4.00 |
| Standard Deviation(%) | NA | 23.09 | 22.66 | 27.04 | 28.80 | NA | NA | … | … | 25.40 | 26.11 | 18.73 | 22.22 | 36.88 | 29.72 | 51.37 | 21.92 | 24.73 | 15.52 | 27.24 | 25.35 | 20.90 | 26.43 |
| Draw Down(%) | NA | 10.29 | 26.35 | 32.65 | 50.82 | NA | NA | … | … | 10.29 | 26.35 | 11.56 | 13.61 | 32.65 | 14.41 | 50.82 | 9.79 | 26.81 | 9.56 | 19.72 | 30.80 | 16.10 | 3.46 |
| Yield(%) | 0.00 | 0.24 | 0.42 | 0.40 | 1.14 | 0.92 | 0.69 | … | … | 0.10 | 0.24 | 0.33 | 0.48 | 0.29 | 0.00 | 0.13 | 0.85 | 0.75 | 1.04 | 2.64 | 1.07 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/12/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLT (Hilton Worldwide Holdings Inc.) |
4.62%
Dec 2019 – Dec 2022 |
2.99%
Mar 2015 – Mar 2020 |
14.60%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLT (Hilton Worldwide Holdings Inc.) |
34.37%
May 2023 – May 2026 |
29.68%
Jun 2020 – Jun 2025 |
23.78%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart