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
HMLFX NA -9.22% 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
HMLFX 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 -9.22 NA NA NA NA NA -9.22 -5.00 8.90
Sharpe Ratio NA -0.31 NA NA NA NA NA -0.31 -0.15 1.39
Standard Deviation(%) NA 29.40 NA NA NA NA NA 29.40 34.39 10.44
Draw Down(%) NA 24.28 NA NA NA NA NA 24.28 36.99 4.37
Yield(%) 0.00 23.97 10.24 6.14 3.07 2.05 1.54 24.24 2.21 3.51
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
HMLFX (HMLFX) 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
HMLFX (HMLFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return