Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HTWC (Hometown Bancorp Inc ) NA 18.80% 33.44% -10.77% -8.97% NA NA
Data as of 08/14/2017, Common starting date is 06/29/2007
More Performance Analytics Comparison
Name Start Date End Date
HTWC (Hometown Bancorp Inc ) 06/29/2007 08/14/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.34 18.80 33.44 -10.77 -8.97 NA NA 3.13 92.00 36.36 -66.67 -37.14 11.41 -3.58 -5.97 27.17 -42.74 -20.98
Sharpe Ratio NA 0.53 0.54 -0.15 -0.12 NA NA 0.63 1.48 0.67 -0.74 -1.40 0.44 -0.10 -0.16 0.61 -1.16 -1.31
Standard Deviation(%) NA 34.80 61.21 71.90 77.27 NA NA 7.27 61.59 54.17 90.46 26.61 25.93 36.49 37.91 44.73 37.43 30.46
Draw Down(%) NA 19.35 43.33 84.14 89.48 NA NA 2.06 19.35 17.07 74.24 38.10 17.21 22.24 29.85 36.25 43.42 25.37
Yield(%) 0.00 0.00 0.00 0.00 0.32 0.17 0.13 0.00 0.00 0.00 0.00 0.00 0.84 1.60 1.48 1.40 0.00 0.00
Data as of 08/14/2017, Common starting date is 06/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTWC (Hometown Bancorp Inc ) -44.34%
May 2012 – May 2015
-29.59%
Mar 2010 – Mar 2015
-9.75%
Jul 2007 – Jul 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTWC (Hometown Bancorp Inc ) 24.21%
Jun 2014 – Jun 2017
-3.42%
Jun 2008 – Jun 2013
-9.75%
Jul 2007 – Jul 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return