Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOPE (Hope Bancorp, Inc.) | 17.48% | 32.75% | 20.01% | 1.04% | 1.81% | 6.90% | 0.94% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOPE (Hope Bancorp, Inc.) | 01/30/1998 | 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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 32.75 | 20.01 | 1.04 | 1.81 | 6.90 | 0.94 | … | … | 17.48 | -5.92 | 6.75 | -0.10 | -9.57 | 40.48 | -22.02 | 30.29 | -32.83 | -14.40 | 30.89 | 23.14 | -11.21 | 46.00 | 22.95 | -4.16 | -13.05 | 15.36 | -14.97 | -43.81 | 18.35 | -15.84 | 210.23 | 440.19 | 38.29 | -23.58 | 145.56 | 30.36 | -17.07 |
| Sharpe Ratio | NA | 0.96 | 0.53 | -0.05 | 0.00 | NA | NA | … | … | 1.59 | -0.29 | 0.09 | -0.09 | -0.37 | 1.26 | -0.36 | 1.11 | -1.38 | -0.58 | 1.07 | 0.82 | -0.47 | 1.97 | 0.86 | -0.09 | -0.29 | 0.15 | -0.21 | -1.39 | 0.54 | -0.49 | 2.72 | 5.63 | 1.06 | -0.67 | 2.47 | 0.71 | -0.50 |
| Standard Deviation(%) | NA | 28.27 | 32.59 | 32.66 | 34.88 | NA | NA | … | … | 27.91 | 29.99 | 33.85 | 40.26 | 29.64 | 32.18 | 61.97 | 25.90 | 24.83 | 25.90 | 28.65 | 28.02 | 23.84 | 23.27 | 26.89 | 46.49 | 45.84 | 104.87 | 75.25 | 33.99 | 27.83 | 36.58 | 76.83 | 78.03 | 35.10 | 39.63 | 57.22 | 37.94 | 43.59 |
| Draw Down(%) | NA | 15.54 | 35.12 | 53.78 | 64.30 | NA | NA | … | … | 14.90 | 24.99 | 16.70 | 44.32 | 26.06 | 21.54 | 50.60 | 16.70 | 38.75 | 31.65 | 19.32 | 13.48 | 26.28 | 15.54 | 16.79 | 45.42 | 49.41 | 78.94 | 50.56 | 44.63 | 15.15 | 39.18 | 21.82 | 20.51 | 34.76 | 25.74 | 19.74 | 10.71 | 43.30 |
| Yield(%) | 0.00 | 5.62 | 6.60 | 3.69 | 3.37 | 5.77 | 1.96 | … | … | 2.55 | 4.67 | 4.67 | 4.32 | 3.74 | 5.12 | 3.77 | 4.59 | 2.99 | 2.27 | 2.68 | 2.98 | 2.15 | 2.05 | 0.51 | 0.00 | 0.00 | 0.00 | 0.96 | 0.53 | 0.61 | 0.51 | 0.79 | 1.92 | 2.53 | 0.20 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOPE (Hope Bancorp, Inc.) |
-46.13%
Feb 2006 – Feb 2009 |
-20.77%
Jun 2004 – Jun 2009 |
-3.50%
Jan 2005 – Jan 2015 |
-3.39%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOPE (Hope Bancorp, Inc.) |
185.11%
Dec 2001 – Dec 2004 |
112.66%
Dec 1999 – Dec 2004 |
39.58%
Nov 1998 – Nov 2008 |
29.18%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart