Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HTFC | 5.91% | 10.36% | 6.53% | NA | NA | NA | NA | 6.86% |
Data as of 07/25/2025, AR inception is 06/27/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTFC | 06/27/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 10.36 | 6.53 | NA | NA | NA | NA | 6.86 | 5.91 | 4.71 | 12.72 | -2.37 |
| Sharpe Ratio | NA | 0.84 | 0.23 | NA | NA | NA | NA | 0.26 | 1.10 | 0.13 | 0.55 | -0.43 |
| Standard Deviation(%) | NA | 6.95 | 12.87 | NA | NA | NA | NA | 12.82 | 7.13 | 8.24 | 16.53 | 16.21 |
| Draw Down(%) | NA | 2.65 | 10.71 | NA | NA | NA | NA | 10.71 | 2.65 | 3.31 | 8.19 | 10.71 |
| Yield(%) | 0.00 | 6.56 | 6.39 | 3.87 | 1.93 | 1.29 | 0.97 | 6.44 | 3.25 | 6.38 | 6.68 | 3.46 |
Data as of 07/25/2025, AR inception is 06/27/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTFC (HTFC) |
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 |
|---|---|---|---|---|
| HTFC (HTFC) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart