Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HMIVX NA -8.45% NA NA NA NA NA
Data as of 12/31/2021, Common starting date is 06/03/2019
More Performance Analytics Comparison
Name Start Date End Date
HMIVX 06/03/2019 12/31/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.00 -8.45 NA NA NA NA NA -8.45 -3.24 7.46
Sharpe Ratio NA -0.37 NA NA NA NA NA -0.37 -0.12 1.43
Standard Deviation(%) NA 23.17 NA NA NA NA NA 23.17 28.86 8.31
Draw Down(%) NA 19.40 NA NA NA NA NA 19.40 35.28 6.99
Yield(%) 0.00 17.82 7.64 4.58 2.29 1.53 1.15 17.77 2.35 1.85
Data as of 12/31/2021, Common starting date is 06/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HMIVX (HMIVX) 0.00%
NA
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
HMIVX (HMIVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return