Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMLN (Hamlin Bank and Trust Company) | -3.09% | 8.90% | -6.45% | -2.26% | 1.17% | 6.10% | 3.97% | 7.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMLN (Hamlin Bank and Trust Company) | 07/23/1997 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 07/23/1997.
AR inception is since 07/23/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.90 | -6.45 | -2.26 | 1.17 | 6.10 | 3.97 | 7.31 | -3.09 | 21.43 | -23.04 | -10.75 | 0.85 | 13.88 | -5.06 | -11.69 | 23.87 | 13.46 | 1.18 | 10.37 | 30.21 | 5.65 | 26.75 | 15.53 | 8.84 | -20.17 | 4.17 | -0.67 | -5.11 | 7.06 | 42.20 | 23.13 | -4.81 | -27.79 | 11.63 | 91.30 | 16.02 |
| Sharpe Ratio | NA | 0.13 | -0.22 | -0.12 | -0.02 | NA | NA | 0.17 | -0.34 | 0.34 | -0.43 | -0.52 | 0.05 | 0.32 | -0.40 | -0.58 | 1.17 | 1.18 | 0.08 | 0.44 | 1.96 | 0.24 | 0.74 | 0.49 | 0.10 | -0.48 | 0.07 | -0.41 | -0.34 | 0.11 | 3.53 | 1.06 | -0.29 | -1.01 | 1.75 | 2.10 | 1.62 |
| Standard Deviation(%) | NA | 41.72 | 47.48 | 41.52 | 32.14 | NA | NA | 33.40 | 35.54 | 43.60 | 63.90 | 23.41 | 16.33 | 41.83 | 16.05 | 22.34 | 19.90 | 11.21 | 13.53 | 23.33 | 15.41 | 23.49 | 36.07 | 31.39 | 84.52 | 43.37 | 16.46 | 9.54 | 21.13 | 54.77 | 11.74 | 20.76 | 25.01 | 31.52 | 4.79 | 41.97 | 22.29 |
| Draw Down(%) | NA | 22.22 | 40.55 | 42.48 | 44.64 | NA | NA | 54.20 | 12.96 | 22.22 | 36.18 | 19.82 | 8.42 | 19.09 | 9.81 | 18.31 | 8.08 | 10.17 | 6.59 | 12.55 | 9.38 | 14.07 | 16.22 | 11.70 | 30.00 | 32.45 | 6.97 | 11.11 | 11.71 | 33.33 | 3.23 | 8.05 | 12.49 | 41.13 | 0.00 | 2.55 | 0.00 |
| Yield(%) | 0.00 | 6.52 | 4.40 | 4.32 | 4.34 | 7.02 | 4.72 | 10.15 | 0.00 | 7.23 | 5.11 | 4.26 | 4.04 | 4.23 | 3.86 | 3.28 | 3.93 | 4.28 | 4.15 | 4.20 | 5.00 | 4.77 | 5.21 | 5.33 | 5.52 | 4.19 | 4.06 | 5.39 | 1.59 | 3.10 | 5.65 | 2.08 | 3.75 | 3.69 | 1.22 | 6.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMLN (Hamlin Bank and Trust Company) |
-15.03%
Sep 2020 - Sep 2023 |
-10.20%
Sep 2018 - Sep 2023 |
-1.38%
Mar 1999 - Mar 2009 |
3.96%
Jul 2004 - Jul 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMLN (Hamlin Bank and Trust Company) |
37.44%
Jul 2001 - Jul 2004 |
23.52%
Mar 2009 - Mar 2014 |
14.85%
Mar 2009 - Mar 2019 |
10.55%
Aug 2002 - Aug 2017 |
Annualized Rolling Returns Comparison Chart