Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSYDF (Harmonic Drive Systems Inc) | NA | -42.96% | 58.89% | NA | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSYDF (Harmonic Drive Systems Inc) | 10/19/2018 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.96 | 58.89 | NA | NA | NA | NA | … | … | 0.00 | 31.11 | -5.46 | 55.56 | 0.00 |
| Sharpe Ratio | NA | -0.98 | 0.24 | NA | NA | NA | NA | … | … | 0.00 | 0.72 | -0.89 | 1.68 | 0.00 |
| Standard Deviation(%) | NA | 45.58 | 44.37 | NA | NA | NA | NA | … | … | NA | 73.71 | 6.41 | 32.27 | NA |
| Draw Down(%) | NA | 45.78 | 45.78 | NA | NA | NA | NA | … | … | 0.00 | 22.27 | 5.46 | 5.46 | 0.00 |
| Yield(%) | 0.00 | 2.64 | 26.14 | 15.69 | 7.84 | 5.23 | 3.92 | … | … | 0.00 | 4.44 | 4.20 | 65.36 | 0.00 |
Data as of 03/02/2022, Common starting date is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSYDF (Harmonic Drive Systems Inc) |
57.81%
Nov 2018 – Nov 2021 |
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 |
|---|---|---|---|---|
| HSYDF (Harmonic Drive Systems Inc) |
58.89%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart