Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTFA (Horizon Technology Finance Corporation 6.25% NT 22) | NA | 6.57% | NA | NA | NA | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 09/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTFA (Horizon Technology Finance Corporation 6.25% NT 22) | 09/06/2018 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 6.57 | NA | NA | NA | NA | NA | … | … | -1.76 | -7.19 | 2.01 | -2.47 |
| Sharpe Ratio | NA | 0.16 | NA | NA | NA | NA | NA | … | … | -0.79 | -0.14 | 0.09 | -1.21 |
| Standard Deviation(%) | NA | 20.07 | NA | NA | NA | NA | NA | … | … | 7.18 | 52.85 | 6.43 | 7.53 |
| Draw Down(%) | NA | 14.55 | NA | NA | NA | NA | NA | … | … | 3.24 | 43.66 | 1.97 | 3.97 |
| Yield(%) | 0.00 | 7.04 | 5.10 | 3.06 | 1.53 | 1.02 | 0.77 | … | … | 1.54 | 6.12 | 6.22 | 1.53 |
Data as of 04/23/2021, Common starting date is 09/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTFA (Horizon Technology Finance Corporation 6.25% NT 22) |
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 |
|---|---|---|---|---|
| HTFA (Horizon Technology Finance Corporation 6.25% NT 22) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart