Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOCPY (Hoya Corp) | 5.13% | 39.36% | 6.92% | 4.47% | 16.52% | 14.44% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOCPY (Hoya Corp) | 08/08/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.27 | 39.36 | 6.92 | 4.47 | 16.52 | 14.44 | NA | … | … | 5.13 | 22.06 | -0.42 | 30.52 | -36.22 | 7.77 | 43.97 | 60.27 | 20.30 | 19.47 | 1.60 | 20.83 | 21.27 | 43.20 | -9.04 | -11.23 | -8.61 | 53.31 | -44.57 | -5.15 |
| Sharpe Ratio | NA | 1.15 | 0.25 | 0.08 | 0.52 | NA | NA | … | … | 0.88 | 0.58 | -0.13 | 0.95 | -1.02 | 0.28 | 1.18 | 2.27 | 0.69 | 0.93 | 0.05 | 0.71 | 0.88 | 1.81 | -0.49 | -0.35 | -0.32 | 1.46 | -0.82 | -0.52 |
| Standard Deviation(%) | NA | 32.89 | 31.79 | 32.02 | 30.03 | NA | NA | … | … | 34.23 | 33.69 | 30.73 | 28.54 | 36.91 | 27.62 | 36.81 | 25.89 | 27.60 | 20.32 | 25.39 | 29.39 | 24.11 | 23.89 | 18.89 | 31.99 | 27.14 | 36.52 | 55.56 | 28.97 |
| Draw Down(%) | NA | 13.56 | 32.77 | 51.44 | 51.44 | NA | NA | … | … | 13.45 | 29.22 | 18.82 | 27.31 | 44.04 | 21.25 | 24.80 | 8.56 | 16.00 | 19.40 | 19.43 | 26.63 | 11.06 | 11.56 | 20.01 | 23.04 | 29.26 | 19.68 | 61.15 | 18.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 08/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOCPY (Hoya Corp) |
-13.63%
Oct 2007 – Oct 2010 |
-11.09%
Oct 2007 – Oct 2012 |
3.56%
Nov 2007 – Nov 2017 |
6.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOCPY (Hoya Corp) |
40.54%
Dec 2017 – Dec 2020 |
33.12%
Aug 2016 – Aug 2021 |
22.22%
Nov 2011 – Nov 2021 |
15.48%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart