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
HTCKF (HTC Corporation) 0.00% 0.00% 0.00% 11.93% -3.70% NA NA
Data as of 02/05/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
Name Start Date End Date
HTCKF (HTC Corporation) 08/16/2012 02/05/2026
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 0.00 0.00 11.93 -3.70 NA NA 0.00 0.00 0.00 0.00 75.68 0.00 -24.80 -51.63 0.00 0.00 7.33 -51.96 -3.02 -39.81 12.00
Sharpe Ratio NA 0.00 0.00 0.38 -0.11 NA NA 0.00 0.00 0.00 0.00 1.32 0.00 -0.88 -0.40 0.00 0.00 0.19 -0.76 -0.19 -0.25 1.78
Standard Deviation(%) NA NA 32.60 25.27 47.77 NA NA 0.00 NA NA NA 56.46 NA 28.44 131.83 NA NA 37.74 68.85 16.01 162.02 20.44
Draw Down(%) NA 0.00 0.00 0.00 78.18 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 24.80 70.73 0.00 0.00 25.45 51.96 11.95 75.70 2.78
Yield(%) 0.00 0.00 0.00 0.00 0.04 0.07 0.06 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.37 0.00 0.00 0.00 0.23 0.00 0.76 0.00
Data as of 02/05/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTCKF (HTC Corporation) -34.42%
Sep 2012 – Sep 2015
-31.43%
Apr 2014 – Apr 2019
-15.15%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTCKF (HTC Corporation) 29.73%
Apr 2019 – Apr 2022
16.90%
Apr 2019 – Apr 2024
-3.43%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return