Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRI (Herc Holdings Inc.) | -3.90% | 20.65% | 10.96% | 6.36% | 16.91% | 8.63% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRI (Herc Holdings Inc.) | 11/17/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.46 | 20.65 | 10.96 | 6.36 | 16.91 | 8.63 | NA | … | … | -3.90 | -20.09 | 29.38 | 15.52 | -14.44 | 136.37 | 35.70 | 88.30 | -58.49 | 55.90 | -5.93 | -42.94 | -12.86 | 75.91 | 38.82 | -19.12 | 21.56 | 135.11 | -68.09 | -8.63 | 11.05 |
| Sharpe Ratio | NA | 0.05 | 0.13 | 0.04 | 0.29 | NA | NA | … | … | -0.38 | -0.38 | 0.61 | 0.25 | -0.29 | 2.90 | 0.36 | 1.86 | -1.28 | 1.36 | -0.10 | -0.97 | -0.35 | 1.99 | 1.01 | -0.37 | 0.44 | 1.34 | -0.58 | -0.29 | 4.68 |
| Standard Deviation(%) | NA | 60.41 | 52.60 | 51.87 | 56.45 | NA | NA | … | … | 64.06 | 60.31 | 42.43 | 47.24 | 54.50 | 46.96 | 99.15 | 46.74 | 47.01 | 40.80 | 62.56 | 44.31 | 36.44 | 38.14 | 38.67 | 51.08 | 49.35 | 100.69 | 119.59 | 40.64 | 32.69 |
| Draw Down(%) | NA | 49.50 | 60.90 | 60.90 | 82.20 | NA | NA | … | … | 49.50 | 51.34 | 26.11 | 40.65 | 49.89 | 21.67 | 74.22 | 29.34 | 65.37 | 33.67 | 50.11 | 45.24 | 38.59 | 22.99 | 34.53 | 52.99 | 42.31 | 67.00 | 90.25 | 44.17 | 8.39 |
| Yield(%) | 0.51 | 2.34 | 2.48 | 2.15 | 3.77 | 1.83 | 1.30 | … | … | 0.92 | 1.51 | 1.80 | 1.92 | 1.49 | 0.79 | 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 11/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRI (Herc Holdings Inc.) |
-29.12%
Jun 2007 – Jun 2010 |
-21.26%
Dec 2013 – Dec 2018 |
-6.82%
Jun 2007 – Jun 2017 |
0.90%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRI (Herc Holdings Inc.) |
82.11%
Dec 2018 – Dec 2021 |
54.71%
Feb 2009 – Feb 2014 |
19.86%
Sep 2011 – Sep 2021 |
21.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart