Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMST (HomeStreet Inc) | NA | -10.92% | -24.92% | -10.57% | -3.31% | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 02/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMST (HomeStreet Inc) | 02/10/2012 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | -10.92 | -24.92 | -10.57 | -3.31 | NA | NA | … | … | 21.45 | 8.35 | -60.62 | -44.81 | 57.69 | 1.35 | 60.15 | -26.67 | -8.39 | 45.56 | 24.70 | -11.88 | -19.99 | 325.80 |
| Sharpe Ratio | NA | -0.23 | -0.40 | -0.22 | -0.10 | NA | NA | … | … | 0.67 | 0.03 | -0.72 | -1.30 | 2.09 | 0.02 | 2.24 | -0.98 | -0.36 | 1.41 | 1.10 | -0.49 | -0.77 | 5.28 |
| Standard Deviation(%) | NA | 62.19 | 70.51 | 58.18 | 48.11 | NA | NA | … | … | 46.99 | 69.70 | 90.07 | 35.59 | 27.61 | 58.44 | 26.26 | 28.44 | 25.45 | 32.07 | 22.44 | 24.42 | 26.06 | 79.16 |
| Draw Down(%) | NA | 46.19 | 86.70 | 91.47 | 91.47 | NA | NA | … | … | 24.61 | 47.69 | 84.26 | 57.88 | 24.32 | 42.94 | 20.25 | 35.61 | 24.57 | 16.48 | 15.76 | 21.17 | 32.92 | 10.81 |
| Yield(%) | 0.00 | 0.00 | 0.95 | 2.34 | 1.64 | 2.30 | 1.72 | … | … | 0.00 | 0.00 | 2.33 | 2.68 | 2.98 | 1.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 1.28 | 0.00 |
Data as of 08/29/2025, Common starting date is 02/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMST (HomeStreet Inc) |
-44.31%
Oct 2020 – Oct 2023 |
-26.82%
Oct 2018 – Oct 2023 |
-12.47%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMST (HomeStreet Inc) |
43.45%
Jun 2012 – Jun 2015 |
32.99%
Mar 2012 – Mar 2017 |
22.20%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart