Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOMPX (HW Opportunities MP Fund) | 16.01% | 26.41% | 17.00% | 10.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOMPX (HW Opportunities MP Fund) | 01/06/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 26.41 | 17.00 | 10.63 | NA | NA | NA | … | … | 16.01 | 11.44 | 3.87 | 29.55 | -5.23 | 28.36 |
| Sharpe Ratio | NA | 1.68 | 0.84 | 0.45 | NA | NA | NA | … | … | 2.55 | 0.44 | 0.02 | 1.55 | -0.26 | 1.70 |
| Standard Deviation(%) | NA | 14.53 | 16.89 | 19.15 | NA | NA | NA | … | … | 16.37 | 19.72 | 14.88 | 16.83 | 25.74 | 16.93 |
| Draw Down(%) | NA | 9.67 | 18.78 | 23.25 | NA | NA | NA | … | … | 4.72 | 18.78 | 11.02 | 11.73 | 23.12 | 9.72 |
| Yield(%) | 0.00 | 3.80 | 7.22 | 4.98 | 3.18 | 2.12 | 1.59 | … | … | 0.00 | 3.89 | 9.07 | 8.19 | 1.74 | 1.83 |
Data as of 06/04/2026, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOMPX (HW Opportunities MP Fund) |
8.22%
Mar 2022 – Mar 2025 |
11.02%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOMPX (HW Opportunities MP Fund) |
20.79%
Sep 2022 – Sep 2025 |
11.97%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart