Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMG (HMG/Courtland Properties Inc) | NA | 87.65% | -5.58% | 3.64% | 16.59% | 1.96% | 5.26% | … | … |
Data as of 01/24/2022, Common starting date is 02/21/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMG (HMG/Courtland Properties Inc) | 02/21/1973 | 01/24/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | 87.65 | -5.58 | 3.64 | 16.59 | 1.96 | 5.26 | … | … | -2.98 | 113.81 | -59.47 | -7.03 | -4.50 | 37.49 | -0.57 | -7.52 | -36.50 | 262.17 | 28.42 | -35.39 | 81.52 | 0.00 | -67.65 | -28.17 | 35.24 | -23.64 | 58.96 | 39.52 | -4.62 | -22.39 | 76.32 | 5.56 | -7.69 | 5.41 | -38.33 | -9.09 | 20.00 | 61.76 | 3.03 | -10.81 | -61.86 | -3.00 | 36.99 | 0.00 | -17.98 | -9.18 | -27.94 | 9.68 | -3.88 | 20.56 | 30.49 | 17.14 | -4.11 | 37.74 | 15.22 | 70.37 | -71.58 | -45.71 |
| Sharpe Ratio | NA | 1.97 | -0.09 | 0.05 | 0.24 | NA | NA | … | … | -0.84 | 2.52 | -0.60 | -0.86 | -0.56 | 0.55 | -0.91 | -0.24 | -1.20 | 2.36 | 0.16 | -0.99 | 0.73 | -0.30 | -0.86 | -2.38 | 0.48 | -1.68 | 1.68 | 1.08 | -0.98 | -1.75 | 0.15 | 0.53 | 0.61 | -1.37 | -2.24 | -3.22 | 0.42 | 0.97 | 0.04 | -0.23 | -1.32 | -0.11 | 1.18 | 0.00 | -0.70 | -0.39 | -1.65 | 0.46 | -0.13 | 0.66 | 0.84 | 0.48 | -0.13 | 1.00 | 0.21 | 1.15 | -0.82 | -1.60 |
| Standard Deviation(%) | NA | 43.72 | 65.27 | 55.99 | 67.02 | NA | NA | … | … | 47.44 | 45.23 | 98.84 | 35.37 | 46.53 | 33.07 | 38.20 | 107.14 | 45.76 | 103.35 | 62.21 | 54.74 | 86.64 | 62.36 | 100.83 | 21.21 | 26.92 | 26.60 | 23.37 | 18.79 | 24.96 | 25.30 | 52.37 | 57.12 | 42.03 | 29.94 | 16.07 | 22.07 | 51.56 | 63.49 | 68.50 | 46.83 | 46.60 | 28.31 | 31.29 | 38.05 | 25.51 | 23.71 | 16.86 | 20.80 | 29.49 | 30.86 | 36.23 | 35.29 | 32.44 | 37.60 | 72.96 | 60.63 | 87.24 | 31.75 |
| Draw Down(%) | NA | 12.88 | 66.77 | 66.77 | 66.77 | NA | NA | … | … | 6.04 | 12.88 | 62.75 | 20.95 | 31.76 | 13.75 | 18.81 | 54.08 | 41.33 | 36.97 | 30.82 | 50.24 | 53.10 | 36.47 | 79.90 | 28.17 | 15.89 | 32.00 | 11.36 | 14.15 | 38.69 | 22.62 | 20.00 | 55.26 | 38.30 | 21.43 | 40.32 | 11.76 | 34.00 | 37.70 | 30.00 | 35.29 | 63.00 | 27.00 | 20.33 | 27.08 | 20.00 | 21.36 | 30.43 | 33.00 | 31.78 | 35.95 | 36.89 | 32.11 | 34.62 | 15.19 | 36.36 | 26.09 | 83.19 | 47.16 |
| Yield(%) | 0.00 | 0.00 | 2.51 | 7.05 | 23.75 | 4.57 | 7.10 | … | … | 0.00 | 0.00 | 3.90 | 7.02 | 17.30 | 0.00 | 4.73 | 4.37 | 2.71 | 80.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.64 | 0.00 | 0.00 | 4.62 | 0.00 | 21.05 | 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 | 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 | 0.00 |
Data as of 01/24/2022, Common starting date is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMG (HMG/Courtland Properties Inc) |
-38.52%
Dec 2006 – Dec 2009 |
-25.42%
Sep 1994 – Sep 1999 |
-14.07%
Sep 1989 – Sep 1999 |
-11.63%
Sep 1984 – Sep 1999 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMG (HMG/Courtland Properties Inc) |
91.14%
Sep 2010 – Sep 2013 |
54.49%
Feb 2009 – Feb 2014 |
26.07%
Feb 2009 – Feb 2019 |
17.16%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart