Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HONE (HarborOne Bancorp Inc) | NA | -4.59% | -2.88% | 5.81% | NA | NA | NA | … | … |
Data as of 11/14/2025, Common starting date is 06/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HONE (HarborOne Bancorp Inc) | 06/30/2016 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.59 | -2.88 | 5.81 | NA | NA | NA | … | … | 4.78 | 2.22 | -12.01 | -4.09 | 38.13 | -0.19 | 24.18 | -17.06 | -0.93 | 49.58 |
| Sharpe Ratio | NA | -0.23 | -0.18 | 0.12 | NA | NA | NA | … | … | 0.07 | -0.04 | -0.43 | -0.23 | 1.32 | -0.01 | 1.44 | -0.79 | -0.07 | 6.23 |
| Standard Deviation(%) | NA | 32.68 | 35.25 | 32.26 | NA | NA | NA | … | … | 34.18 | 36.27 | 36.83 | 24.62 | 28.86 | 47.83 | 15.76 | 23.45 | 24.20 | 19.60 |
| Draw Down(%) | NA | 30.17 | 47.22 | 48.60 | NA | NA | NA | … | … | 27.05 | 23.86 | 44.97 | 14.24 | 14.59 | 41.01 | 11.71 | 24.51 | 26.38 | 5.22 |
| Yield(%) | 0.00 | 2.68 | 2.23 | 2.73 | 2.03 | 1.35 | 1.01 | … | … | 2.31 | 3.23 | 1.61 | 2.22 | 1.39 | 0.82 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/14/2025, Common starting date is 06/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONE (HarborOne Bancorp Inc) |
-11.58%
Apr 2017 – Apr 2020 |
-3.46%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HONE (HarborOne Bancorp Inc) |
19.85%
Jan 2019 – Jan 2022 |
13.70%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart