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
HOVVB (Hovnanian Enterprises Inc) 4.76% 4.76% 39.52% 54.49% 11.51% NA NA
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
HOVVB (Hovnanian Enterprises Inc) 06/19/2012 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
Annualized Return (%) 0.00 4.76 39.52 54.49 11.51 NA NA 4.76 -40.00 98.75 117.41 224.00 0.00 0.00 -72.22 -30.77 -13.33 57.89 -51.90 -34.82 -6.77 157.94
Sharpe Ratio NA 0.10 0.50 0.55 0.13 NA NA 0.28 -1.06 1.09 1.47 1.30 1.36 0.00 -0.75 -1.14 -0.31 1.03 -0.95 -0.83 -0.18 5.06
Standard Deviation(%) NA 21.70 71.86 94.89 77.11 NA NA 34.14 41.01 85.69 77.97 172.04 0.00 NA 98.46 28.17 45.59 55.98 54.76 42.02 37.26 99.32
Draw Down(%) NA 12.00 54.74 54.74 83.33 NA NA 12.00 40.00 28.57 0.00 37.69 0.00 0.00 72.22 32.69 33.67 28.95 62.03 42.57 35.86 6.75
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOVVB (Hovnanian Enterprises Inc) -44.97%
Dec 2016 – Dec 2019
-39.28%
Feb 2014 – Feb 2019
-12.97%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOVVB (Hovnanian Enterprises Inc) 160.12%
Aug 2021 – Aug 2024
77.46%
Aug 2019 – Aug 2024
12.54%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return