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
HUBV (HUBB Ventures Inc) 0.00% 0.00% 3.23% -45.02% -14.05% -15.99% NA
Data as of 06/03/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
Name Start Date End Date
HUBV (HUBB Ventures Inc) 08/09/2007 06/03/2026
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
Annualized Return (%) 0.00 0.00 3.23 -45.02 -14.05 -15.99 NA 0.00 0.00 10.00 -90.91 0.00 -20.86 -10.32 210.00 0.00 0.00 -66.67 0.00 -57.14 600.00 -66.67 -70.00 -23.08 8.33 20.00 -61.54
Sharpe Ratio NA 0.00 0.00 -0.25 -0.08 NA NA 0.00 0.00 0.36 -0.23 0.00 -0.13 -0.36 1.24 0.00 0.00 -0.33 0.00 -0.79 3.98 -0.83 -0.36 -0.14 0.03 0.06 -0.67
Standard Deviation(%) NA 9.55 192.58 191.66 201.03 NA NA 0.00 NA 9.57 412.15 NA 155.98 29.06 168.33 427.57 NA 202.51 NA 72.10 150.92 80.48 195.84 161.13 274.39 301.35 138.98
Draw Down(%) NA 0.00 90.48 95.56 97.14 NA NA 0.00 0.00 0.00 90.91 0.00 51.11 28.57 55.00 85.71 0.00 75.00 0.00 62.50 40.00 66.67 80.00 69.23 76.92 72.22 65.38
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 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 08/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUBV (HUBB Ventures Inc) -63.10%
Apr 2021 – Apr 2024
-47.47%
Aug 2018 – Aug 2023
-30.19%
Apr 2014 – Apr 2024
-25.01%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUBV (HUBB Ventures Inc) 65.10%
Jun 2016 – Jun 2019
34.37%
May 2016 – May 2021
8.20%
Aug 2012 – Aug 2022
-8.96%
Jan 2008 – Jan 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return