Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNI (HNI Corporation) | -23.68% | -30.01% | 11.06% | -4.09% | -0.91% | 5.39% | 0.81% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNI (HNI Corporation) | 03/26/1990 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | -30.01 | 11.06 | -4.09 | -0.91 | 5.39 | 0.81 | … | … | -23.68 | -13.91 | 23.75 | 53.16 | -29.89 | 25.86 | -4.24 | 9.30 | -5.34 | -29.70 | 59.03 | -27.81 | 34.95 | 32.66 | 19.54 | -13.04 | 16.70 | 83.04 | -52.88 | -19.60 | -17.94 | 29.21 | 0.79 | 55.70 | 4.21 | 10.53 | 18.43 | -6.89 | -17.94 | 80.86 | 44.46 | -11.55 | -2.96 | 20.90 | 24.39 | 34.89 | -19.05 |
| Sharpe Ratio | NA | -0.99 | 0.20 | -0.21 | -0.06 | NA | NA | … | … | -1.30 | -0.55 | 0.77 | 1.55 | -0.94 | 0.78 | -0.07 | 0.28 | -0.23 | -0.83 | 1.36 | -0.93 | 1.24 | 1.13 | 0.55 | -0.23 | 0.36 | 1.32 | -0.70 | -0.80 | -0.90 | 1.17 | -0.01 | 2.60 | 0.09 | 0.22 | 0.32 | -0.24 | -0.48 | 1.96 | 0.97 | -0.42 | -0.18 | 0.59 | 0.61 | 0.78 | -0.83 |
| Standard Deviation(%) | NA | 33.96 | 30.29 | 31.53 | 37.77 | NA | NA | … | … | 40.05 | 30.52 | 26.08 | 32.21 | 33.60 | 33.00 | 65.58 | 28.41 | 29.95 | 36.86 | 43.37 | 29.91 | 28.12 | 28.90 | 35.79 | 55.69 | 45.53 | 62.84 | 76.50 | 28.69 | 23.87 | 22.97 | 20.96 | 21.17 | 32.95 | 38.05 | 43.99 | 42.25 | 44.78 | 39.09 | 41.85 | 36.64 | 33.14 | 31.39 | 35.33 | 39.70 | 35.35 |
| Draw Down(%) | NA | 43.91 | 47.12 | 47.12 | 64.71 | NA | NA | … | … | 43.91 | 25.89 | 12.70 | 22.79 | 38.65 | 22.68 | 55.12 | 26.83 | 25.12 | 40.38 | 33.27 | 36.30 | 19.00 | 17.46 | 22.30 | 50.48 | 31.57 | 53.95 | 71.90 | 31.46 | 36.41 | 23.55 | 22.28 | 14.34 | 23.36 | 23.69 | 26.62 | 36.08 | 45.48 | 24.22 | 26.92 | 24.68 | 28.87 | 22.38 | 17.49 | 20.93 | 37.61 |
| Yield(%) | 1.12 | 2.94 | 5.61 | 2.84 | 2.62 | 5.07 | 2.14 | … | … | 1.62 | 2.73 | 3.15 | 4.42 | 2.97 | 3.71 | 3.26 | 3.43 | 2.99 | 2.05 | 3.12 | 2.07 | 2.58 | 3.15 | 3.53 | 2.90 | 3.04 | 5.30 | 2.61 | 1.75 | 1.29 | 1.46 | 1.29 | 1.81 | 1.82 | 1.97 | 2.05 | 1.63 | 0.70 | 1.70 | 2.09 | 1.78 | 1.59 | 1.71 | 1.90 | 1.89 | 0.21 |
Data as of 06/05/2026, Common starting date is 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNI (HNI Corporation) |
-43.10%
Feb 2006 – Feb 2009 |
-21.83%
Feb 2004 – Feb 2009 |
-6.57%
Feb 1999 – Feb 2009 |
-2.00%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNI (HNI Corporation) |
43.90%
Mar 2009 – Mar 2012 |
33.92%
Feb 2009 – Feb 2014 |
20.58%
Jan 1996 – Jan 2006 |
16.29%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart