Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCR (Hershey Creamery Company Inc) | NA | -0.83% | 5.91% | 9.73% | 3.72% | NA | NA | … | … |
Data as of 06/20/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCR (Hershey Creamery Company Inc) | 09/26/2012 | 06/20/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | -0.83 | 5.91 | 9.73 | 3.72 | NA | NA | … | … | 4.87 | -18.69 | 7.32 | 54.61 | -37.72 | 10.53 | 5.43 | 5.82 | 23.93 | -5.80 | 17.59 | 9.98 | 27.32 | 7.22 |
| Sharpe Ratio | NA | -0.16 | 0.09 | 0.16 | 0.06 | NA | NA | … | … | 0.23 | -0.72 | 0.22 | 1.37 | -0.65 | 0.14 | 0.17 | 0.18 | 1.37 | -0.42 | 1.06 | 0.35 | 0.44 | 0.79 |
| Standard Deviation(%) | NA | 30.25 | 27.58 | 48.74 | 37.96 | NA | NA | … | … | 26.61 | 37.57 | 13.77 | 30.22 | 70.95 | 75.83 | 23.51 | 24.55 | 17.07 | 14.43 | 16.51 | 28.09 | 62.72 | 39.99 |
| Draw Down(%) | NA | 9.30 | 26.63 | 39.84 | 48.82 | NA | NA | … | … | 9.30 | 20.65 | 8.54 | 4.22 | 39.84 | 38.89 | 16.25 | 18.99 | 9.26 | 10.66 | 6.25 | 16.92 | 21.87 | 11.67 |
| Yield(%) | 0.00 | 0.28 | 0.41 | 0.58 | 0.54 | 0.71 | 0.54 | … | … | 0.31 | 0.23 | 0.35 | 0.61 | 0.20 | 0.54 | 0.45 | 0.45 | 0.53 | 0.47 | 0.54 | 0.59 | 0.93 | 0.19 |
Data as of 06/20/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCR (Hershey Creamery Company Inc) |
-11.78%
Aug 2019 – Aug 2022 |
-4.08%
Aug 2019 – Aug 2024 |
2.44%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCR (Hershey Creamery Company Inc) |
26.40%
Jul 2020 – Jul 2023 |
18.87%
Feb 2013 – Feb 2018 |
9.75%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart