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
HMLRX NA -9.16% 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
HMLRX 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 -9.16 NA NA NA NA NA -9.16 -4.91 8.70
Sharpe Ratio NA -0.32 NA NA NA NA NA -0.32 -0.15 1.35
Standard Deviation(%) NA 28.93 NA NA NA NA NA 28.93 34.36 10.48
Draw Down(%) NA 23.91 NA NA NA NA NA 23.91 37.00 4.28
Yield(%) 0.00 23.50 10.04 6.02 3.01 2.01 1.51 23.77 1.98 3.68
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
HMLRX (HMLRX) 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
HMLRX (HMLRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return