Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HTOCF (H2O Retailing Corporation) | 2.92% | 5.74% | NA | NA | NA | NA | NA | 5.74% |
Data as of 07/01/2025, AR inception is 04/22/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTOCF (H2O Retailing Corporation) | 04/22/2024 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.74 | NA | NA | NA | NA | NA | 5.74 | 2.92 | 2.73 |
| Sharpe Ratio | NA | 0.90 | NA | NA | NA | NA | NA | 0.59 | 1.04 | 0.20 |
| Standard Deviation(%) | NA | 2.79 | NA | NA | NA | NA | NA | 2.57 | 2.94 | 2.28 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.54 | 1.85 | 1.11 | 0.55 | 0.37 | 0.28 | 5.54 | 2.86 | 2.68 |
Data as of 07/01/2025, AR inception is 04/22/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTOCF (H2O Retailing Corporation) |
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 |
|---|---|---|---|---|
| HTOCF (H2O Retailing Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart