Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTLZF (Hamilton Thorne Ltd) | NA | 72.83% | -1.03% | 15.31% | 18.67% | NA | NA | … | … |
Data as of 12/02/2024, Common starting date is 02/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTLZF (Hamilton Thorne Ltd) | 02/24/2010 | 12/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 72.83 | -1.03 | 15.31 | 18.67 | NA | NA | … | … | 57.43 | -15.13 | -24.68 | 39.08 | 43.43 | 23.17 | 7.89 | 75.29 | 98.83 | -53.02 | 574.07 | -26.03 | -7.59 | -74.01 | -18.72 |
| Sharpe Ratio | NA | 1.48 | -0.11 | 0.28 | 0.31 | NA | NA | … | … | 1.09 | -0.45 | -0.58 | 0.89 | 0.97 | 0.58 | 0.14 | 1.23 | 1.18 | -0.67 | 3.67 | -0.11 | -0.03 | -0.74 | -0.22 |
| Standard Deviation(%) | NA | 51.28 | 46.63 | 45.35 | 56.06 | NA | NA | … | … | 51.96 | 43.45 | 44.90 | 43.73 | 44.25 | 37.39 | 46.54 | 60.96 | 83.70 | 79.01 | 156.47 | 232.24 | 223.47 | 99.74 | 99.95 |
| Draw Down(%) | NA | 13.91 | 49.11 | 50.00 | 72.59 | NA | NA | … | … | 13.91 | 31.20 | 40.24 | 24.42 | 30.30 | 23.79 | 35.01 | 30.57 | 35.09 | 66.67 | 47.57 | 81.33 | 88.66 | 78.29 | 51.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/02/2024, Common starting date is 02/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLZF (Hamilton Thorne Ltd) |
-52.18%
Mar 2010 – Mar 2013 |
-15.89%
Jan 2011 – Jan 2016 |
7.45%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTLZF (Hamilton Thorne Ltd) |
139.72%
Apr 2014 – Apr 2017 |
87.58%
Apr 2014 – Apr 2019 |
40.63%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart