Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTCR (HeartCore Enterprises, Inc.) | -45.17% | -66.07% | -46.25% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTCR (HeartCore Enterprises, Inc.) | 02/10/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | -66.07 | -46.25 | NA | NA | NA | NA | … | … | -45.17 | -80.51 | 197.45 | -29.67 | -81.62 |
| Sharpe Ratio | NA | -0.56 | -0.45 | NA | NA | NA | NA | … | … | -0.76 | -0.62 | 1.82 | -0.26 | -0.56 |
| Standard Deviation(%) | NA | 123.83 | 114.63 | NA | NA | NA | NA | … | … | 107.56 | 135.05 | 106.25 | 126.75 | 155.55 |
| Draw Down(%) | NA | 88.02 | 94.56 | NA | NA | NA | NA | … | … | 60.15 | 87.58 | 51.08 | 82.93 | 84.04 |
| Yield(%) | 0.00 | 22.81 | 4.33 | 0.69 | 0.34 | 0.23 | 0.17 | … | … | 0.00 | 4.58 | 5.88 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTCR (HeartCore Enterprises, Inc.) |
-46.48%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| HTCR (HeartCore Enterprises, Inc.) |
-9.78%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart