Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNASX (GROWTH FUND GROWTH FUND) | 0.11% | 12.99% | 21.24% | 10.32% | 16.78% | 14.42% | 11.76% | … | … |
Data as of 06/05/2026, Common starting date is 07/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNASX (GROWTH FUND GROWTH FUND) | 07/07/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.78 | 12.99 | 21.24 | 10.32 | 16.78 | 14.42 | 11.76 | … | … | 0.11 | 2.54 | 23.30 | 44.04 | -37.58 | 7.07 | 32.09 | 28.39 | 3.69 | 37.68 | 2.53 | 9.44 | 8.39 | 43.40 | 10.44 | -10.86 | 15.54 | 51.66 | -43.61 | 12.45 | 3.16 | -6.99 | 10.79 |
| Sharpe Ratio | NA | 0.61 | 0.95 | 0.35 | 0.70 | NA | NA | … | … | -0.11 | -0.01 | 0.98 | 2.37 | -1.14 | 0.35 | 0.89 | 1.80 | 0.11 | 3.97 | 0.14 | 0.54 | 0.54 | 3.24 | 0.64 | -0.40 | 0.76 | 1.88 | -1.10 | 0.50 | -0.01 | -0.62 | 1.27 |
| Standard Deviation(%) | NA | 16.82 | 18.87 | 22.32 | 21.87 | NA | NA | … | … | 19.70 | 26.51 | 17.03 | 16.93 | 34.25 | 20.14 | 35.78 | 14.98 | 20.92 | 9.37 | 16.31 | 17.39 | 15.58 | 13.40 | 16.47 | 27.56 | 20.37 | 27.49 | 40.46 | 18.94 | 15.99 | 14.75 | 17.26 |
| Draw Down(%) | NA | 18.91 | 21.24 | 37.21 | 37.21 | NA | NA | … | … | 16.75 | 21.09 | 11.15 | 8.29 | 39.02 | 13.83 | 31.89 | 8.57 | 19.73 | 2.71 | 17.75 | 13.33 | 10.14 | 6.01 | 12.84 | 21.30 | 16.91 | 17.71 | 50.60 | 11.49 | 18.11 | 17.83 | 10.18 |
| Yield(%) | 0.00 | 14.95 | 11.11 | 7.92 | 12.82 | 13.04 | 11.99 | … | … | 0.00 | 15.48 | 7.87 | 3.72 | 4.23 | 9.93 | 6.15 | 6.53 | 10.50 | 9.18 | 1.59 | 6.70 | 10.06 | 4.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNASX (GROWTH FUND GROWTH FUND) |
-15.73%
Feb 2006 – Feb 2009 |
-2.21%
Oct 2007 – Oct 2012 |
5.02%
Dec 2004 – Dec 2014 |
7.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNASX (GROWTH FUND GROWTH FUND) |
31.29%
Dec 2022 – Dec 2025 |
25.80%
Jun 2016 – Jun 2021 |
19.07%
Dec 2011 – Dec 2021 |
16.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
