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
HUBB (Hubbell Incorporated) 6.71% 39.08% 26.73% 22.06% 19.11% 16.37% 14.68% … …
Data as of 03/16/2026, Common starting date is 02/11/1981
More Performance Analytics Comparison
Name Start Date End Date
HUBB (Hubbell Incorporated) 02/11/1981 03/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 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
Annualized Return (%) -3.10 39.08 26.73 22.06 19.11 16.37 14.68 … … 6.71 7.43 28.94 42.40 15.08 35.60 8.89 52.88 -24.60 18.85 18.38 -3.27 -0.15 31.08 29.28 14.04 30.85 50.47 -34.42 17.05 3.12 -11.32 22.16 30.34 24.44 16.23 2.92 -25.68 -20.69 16.80 37.38 39.43 5.27 4.00 10.66 42.81 9.83 44.57 18.93 12.47 28.53 53.44 19.44 11.45 29.71 19.86
Sharpe Ratio NA 1.23 0.78 0.69 0.61 NA NA … … 1.15 0.14 0.85 1.40 0.46 1.58 0.19 2.40 -0.94 1.08 0.99 -0.17 -0.01 1.86 1.47 0.42 1.13 1.36 -0.72 0.57 -0.01 -0.63 1.01 1.20 0.76 0.51 -0.03 -0.98 -0.85 0.63 1.94 2.54 0.15 0.12 0.44 2.11 0.21 2.00 0.62 0.20 0.77 1.59 0.50 0.16 0.69 0.33
Standard Deviation(%) NA 30.54 30.12 28.64 28.48 NA NA … … 30.80 31.76 29.76 28.03 30.06 22.52 46.00 21.44 27.68 16.97 18.35 19.76 23.02 16.65 20.12 33.28 27.28 37.14 48.88 24.50 21.63 21.44 21.05 24.73 30.69 27.69 38.58 29.71 28.50 20.61 17.25 13.95 14.86 15.58 18.52 18.32 20.17 19.31 22.43 41.86 31.10 30.08 24.47 31.67 31.43 37.34
Draw Down(%) NA 13.80 32.65 32.65 41.63 NA NA … … 11.22 30.60 15.96 19.77 17.26 14.20 41.63 11.04 31.63 11.56 15.39 27.51 19.56 9.76 10.44 33.15 26.15 35.14 48.66 13.41 17.04 20.76 13.52 19.63 27.35 22.01 24.35 43.93 32.79 10.67 8.86 5.44 13.48 10.63 19.70 8.65 27.26 8.65 13.71 36.19 22.23 10.83 16.49 22.22 20.90 29.29
Yield(%) 0.00 1.59 2.10 2.50 3.93 4.95 5.77 … … 0.31 1.28 1.53 1.95 2.08 2.56 2.50 3.46 2.36 2.46 2.55 2.17 1.91 2.15 2.48 2.50 3.01 4.04 2.69 2.92 2.90 2.65 3.01 3.78 4.42 5.03 4.94 3.40 2.42 2.68 4.57 8.24 6.91 6.58 6.54 8.05 7.51 8.22 6.94 6.76 6.94 13.02 4.62 0.00 0.00 0.00
Data as of 03/16/2026, Common starting date is 02/11/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUBB (Hubbell Incorporated) -19.29%
Mar 1998 – Mar 2001 		-5.54%
Feb 1998 – Feb 2003 		-0.26%
Mar 1999 – Mar 2009 		3.78%
Mar 1994 – Mar 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUBB (Hubbell Incorporated) 49.35%
Jul 1984 – Jul 1987 		39.41%
Jul 1982 – Jul 1987 		28.45%
Jan 1982 – Jan 1992 		25.48%
Jul 1982 – Jul 1997
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return