Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
HTO | 9.32% | 2.26% | -3.21% | -0.85% | 7.93% | 8.32% | 6.62% | 34.59% |
Data as of 07/03/2025, AR inception is 06/01/1972
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
HTO | 06/01/1972 | 07/03/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.52 | 2.26 | -3.21 | -0.85 | 7.93 | 8.32 | 6.62 | 34.59 | 9.32 | -22.57 | -17.78 | 13.40 | 7.66 | -0.43 | 30.19 | -11.20 | 16.22 | 92.87 | -5.30 | 10.77 | 15.09 | 15.95 | -8.06 | 20.63 | -22.40 | -11.60 | -8.93 | 74.96 | 31.48 | 34.41 | 41.25 | 13.01 | 0.44 | -3.55 | 148.99 | 24.86 | 68.86 | 77.03 | 71.28 | 15.67 | 57.79 | 95.30 | 72.58 | 53.12 | 40.51 | 47.12 | 18.13 | 11.36 | 100.47 | 264.37 | 261.54 | 329.14 | 306.95 | 199.73 | 7.24 | 11.76 | -12.26 | 25.00 | 12.73 | -19.71 | -1.44 | 2.20 |
Sharpe Ratio | NA | -0.04 | -0.30 | -0.13 | 0.22 | NA | NA | 0.97 | 0.57 | -1.29 | -0.96 | 0.47 | 0.34 | -0.01 | 1.82 | -0.41 | 0.60 | 3.03 | -0.20 | 0.47 | 0.63 | 0.76 | -0.25 | 0.63 | -0.53 | -0.20 | -0.23 | 1.91 | 0.84 | 1.39 | 2.24 | 0.59 | -0.05 | -0.45 | 4.90 | 0.86 | 3.00 | 3.07 | 2.93 | 0.66 | 3.00 | 3.71 | 2.63 | 1.74 | 1.57 | 2.19 | 0.68 | 0.29 | 3.82 | 5.50 | 4.61 | 5.01 | 4.54 | 3.49 | 0.01 | 0.34 | -0.68 | 1.32 | 0.65 | -1.13 | -0.24 | 0.08 |
Standard Deviation(%) | NA | 26.44 | 24.80 | 24.96 | 29.60 | NA | NA | 32.11 | 28.94 | 22.68 | 23.16 | 25.91 | 22.30 | 54.87 | 15.83 | 30.75 | 26.26 | 30.60 | 26.51 | 23.03 | 23.82 | 21.09 | 32.19 | 32.68 | 42.66 | 61.48 | 51.20 | 37.63 | 34.73 | 24.00 | 18.13 | 20.13 | 39.20 | 16.92 | 29.78 | 25.15 | 21.65 | 23.71 | 23.01 | 19.30 | 18.50 | 24.77 | 26.04 | 27.32 | 22.11 | 19.29 | 20.69 | 24.65 | 24.95 | 46.55 | 54.97 | 63.75 | 64.87 | 54.47 | 18.29 | 19.70 | 23.33 | 16.30 | 13.41 | 22.25 | 26.37 | 9.35 |
Draw Down(%) | NA | 25.23 | 42.85 | 42.85 | 42.85 | NA | NA | 54.53 | 11.09 | 23.15 | 30.14 | 21.78 | 17.40 | 33.50 | 9.44 | 22.08 | 17.56 | 13.16 | 20.61 | 15.06 | 12.50 | 10.85 | 18.54 | 18.97 | 37.10 | 35.90 | 33.80 | 19.25 | 17.63 | 18.91 | 7.12 | 13.55 | 29.85 | 16.90 | 10.87 | 20.83 | 10.65 | 14.98 | 14.24 | 12.41 | 7.42 | 7.25 | 9.13 | 11.93 | 10.09 | 9.30 | 19.29 | 18.40 | 13.44 | 9.43 | 12.03 | 9.28 | 12.77 | 18.56 | 19.10 | 19.89 | 22.89 | 9.42 | 11.19 | 32.50 | 29.03 | 8.28 |
Yield(%) | 0.00 | 3.07 | 2.48 | 2.38 | 4.10 | 4.73 | 4.11 | 96.96 | 1.72 | 2.44 | 1.85 | 1.98 | 1.99 | 1.84 | 2.19 | 1.76 | 1.89 | 2.76 | 2.43 | 2.58 | 2.68 | 2.95 | 2.61 | 2.92 | 2.24 | 1.91 | 1.51 | 3.10 | 6.07 | 10.30 | 22.23 | 18.61 | 14.98 | 12.41 | 24.51 | 23.18 | 29.26 | 35.28 | 40.66 | 31.30 | 34.24 | 51.21 | 44.10 | 40.95 | 37.33 | 36.73 | 29.98 | 24.03 | 19.69 | 102.24 | 111.30 | 114.78 | 120.83 | 105.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 06/01/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HTO (HTO) |
-16.11%
Jan 2007 - Jan 2010 |
-7.55%
Jan 2007 - Jan 2012 |
3.56%
Jul 2005 - Jul 2015 |
6.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HTO (HTO) |
351.19%
Jan 1981 - Jan 1984 |
278.54%
Mar 1980 - Mar 1985 |
128.91%
Oct 1979 - Oct 1989 |
103.25%
Oct 1979 - Oct 1994 |
Annualized Rolling Returns Comparison Chart