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
HSQRX NA -5.02% -1.70% 21.52% NA NA NA
Data as of 10/18/2021, Common starting date is 12/01/2015
More Performance Analytics Comparison
Name Start Date End Date
HSQRX 12/01/2015 10/18/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2017 2016 2015
Annualized Return (%) -3.41 -5.02 -1.70 21.52 NA NA NA 177.03 0.00 -9.45 -4.23
Sharpe Ratio NA 0.97 0.22 0.15 NA NA NA 0.13 0.00 -0.56 -3.19
Standard Deviation(%) NA 182.27 182.27 140.64 NA NA NA 182.27 NA 17.06 12.74
Draw Down(%) NA 5.67 5.67 5.67 NA NA NA 5.67 0.00 14.67 5.68
Yield(%) 0.00 0.53 0.18 0.30 0.14 0.09 0.07 0.53 0.00 0.00 0.00
Data as of 10/18/2021, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSQRX (HSQRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HSQRX (HSQRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return