Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HOVLX (VALUE FUND VALUE FUND) | 5.33% | 2.90% | 6.05% | 4.48% | 6.34% | 8.79% | 6.77% | 9.00% |
Data as of 07/25/2025, AR inception is 12/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOVLX (VALUE FUND VALUE FUND) | 12/28/1990 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 2.90 | 6.05 | 4.48 | 6.34 | 8.79 | 6.77 | 9.00 | 5.33 | 5.53 | 7.36 | -13.59 | 16.23 | -6.96 | 27.72 | -6.52 | 22.21 | 12.23 | -1.33 | 13.66 | 35.74 | 13.38 | 1.61 | 13.05 | 27.04 | -36.42 | 3.23 | 17.77 | 10.94 | 14.71 | 26.25 | -11.55 | 5.90 | 9.64 | -3.21 | 8.31 | 26.70 | 17.94 | 30.11 | 1.71 | 18.25 | 11.00 | 17.05 | 0.10 |
| Sharpe Ratio | NA | -0.01 | 0.16 | 0.14 | 0.25 | NA | NA | 0.40 | 0.33 | -0.08 | 0.24 | -0.67 | 1.08 | -0.18 | 1.93 | -0.45 | 2.84 | 0.86 | -0.09 | 1.12 | 3.10 | 1.02 | 0.06 | 0.68 | 0.98 | -0.94 | 0.02 | 1.50 | 0.88 | 1.24 | 1.61 | -0.57 | 0.23 | 0.31 | -0.50 | 0.31 | 1.79 | 1.52 | 3.58 | -0.15 | 2.25 | 1.05 | 1.39 | NA |
| Standard Deviation(%) | NA | 18.58 | 16.44 | 17.81 | 19.27 | NA | NA | 17.42 | 20.30 | 13.04 | 12.94 | 22.59 | 15.00 | 38.87 | 13.66 | 17.29 | 7.63 | 13.98 | 15.90 | 12.15 | 11.54 | 13.14 | 24.78 | 19.05 | 27.55 | 39.70 | 15.64 | 9.72 | 10.01 | 11.14 | 15.90 | 22.37 | 16.10 | 18.05 | 12.98 | 16.31 | 12.89 | 9.42 | 7.33 | 8.37 | 7.15 | 8.10 | 9.50 | 0.00 |
| Draw Down(%) | NA | 20.88 | 20.88 | 25.48 | 38.08 | NA | NA | 57.88 | 15.81 | 12.37 | 9.16 | 21.41 | 10.36 | 38.08 | 7.81 | 19.23 | 4.22 | 10.05 | 15.43 | 9.95 | 5.64 | 9.79 | 23.23 | 16.23 | 29.35 | 47.57 | 12.85 | 7.57 | 6.08 | 5.97 | 16.41 | 27.56 | 18.85 | 14.81 | 20.12 | 19.10 | 8.74 | 7.72 | 4.69 | 6.22 | 2.93 | 4.81 | 6.53 | 0.00 |
| Yield(%) | 0.00 | 0.58 | 1.24 | 1.33 | 5.51 | 7.27 | 5.71 | 13.70 | 0.00 | 1.34 | 1.58 | 1.26 | 1.38 | 1.26 | 16.89 | 9.23 | 6.13 | 10.37 | 6.65 | 1.92 | 2.17 | 2.27 | 1.61 | 1.34 | 1.78 | 1.70 | 4.64 | 7.97 | 3.25 | 4.04 | 2.33 | 1.30 | 5.53 | 1.68 | 8.14 | 4.38 | 5.16 | 4.00 | 2.79 | 1.98 | 1.78 | 2.13 | 3.83 | 0.39 |
Data as of 07/25/2025, AR inception is 12/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOVLX (VALUE FUND VALUE FUND) |
-16.08%
Feb 2006 - Feb 2009 |
-5.15%
Feb 2004 - Feb 2009 |
-0.10%
Feb 1999 - Feb 2009 |
4.92%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOVLX (VALUE FUND VALUE FUND) |
25.67%
Feb 2009 - Feb 2012 |
23.32%
Feb 2009 - Feb 2014 |
16.25%
Feb 2009 - Feb 2019 |
12.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart