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
HOFT (Hooker Furnishings Corporation) 14.11% 26.46% -1.62% -16.83% -3.05% 4.56% 2.06%
Data as of 06/04/2026, Common starting date is 06/27/2002
More Performance Analytics Comparison
Name Start Date End Date
HOFT (Hooker Furnishings Corporation) 06/27/2002 06/04/2026
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
Annualized Return (%) -1.69 26.46 -1.62 -16.83 -3.05 4.56 2.06 14.11 -13.79 -43.32 45.71 -15.66 -26.03 29.44 0.15 -36.99 13.29 52.60 49.53 6.29 17.82 31.66 -15.66 17.95 67.30 -60.88 30.75 -6.78 -23.28 12.39 122.58 21.76
Sharpe Ratio NA 0.58 -0.14 -0.41 -0.12 NA NA 0.28 -0.31 -0.99 1.08 -0.52 -0.72 0.49 -0.03 -1.01 0.32 1.22 1.46 0.21 0.57 1.01 -0.40 0.34 0.98 -0.92 0.51 -0.29 -0.54 0.29 2.70 1.28
Standard Deviation(%) NA 55.58 50.51 44.48 44.14 NA NA 55.44 55.25 47.35 39.16 32.78 36.35 58.87 41.53 38.00 39.75 42.85 33.98 29.35 31.25 31.55 39.18 52.61 68.45 67.22 54.60 35.67 46.97 38.94 45.21 35.93
Draw Down(%) NA 29.35 69.91 77.87 80.94 NA NA 29.35 44.93 48.18 32.05 43.59 45.97 51.66 46.02 48.11 21.94 39.72 14.04 17.23 23.48 25.41 41.73 47.34 41.18 74.11 31.97 32.28 49.48 26.12 22.59 17.99
Yield(%) 0.00 6.41 5.27 2.00 2.81 5.66 3.46 1.03 5.96 3.52 4.79 3.49 2.38 2.56 2.22 1.35 1.36 1.72 2.35 3.06 2.68 4.23 2.78 3.14 5.22 2.04 2.59 1.86 1.24 1.19 2.36 1.29
Data as of 06/04/2026, Common starting date is 06/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOFT (Hooker Furnishings Corporation) -28.41%
Apr 2017 – Apr 2020
-20.96%
Feb 2004 – Feb 2009
-6.51%
Apr 2015 – Apr 2025
-0.24%
Aug 2004 – Aug 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOFT (Hooker Furnishings Corporation) 50.78%
Nov 2014 – Nov 2017
34.43%
May 2012 – May 2017
19.32%
Feb 2009 – Feb 2019
15.90%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return