Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
HUINX (Huntington Income-Equity A) | NA | 14.52% | 11.05% | 12.98% | 2.94% | NA | NA | 2.43% |
Data as of 12/17/2013, AR inception is 04/26/2001
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
HUINX (Huntington Income-Equity A) | 04/26/2001 | 12/17/2013 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -4.09 | 14.52 | 11.05 | 12.98 | 2.94 | NA | NA | 2.43 | 15.18 | 10.21 | 6.56 | 11.08 | 21.60 | -38.47 | 1.64 | 10.70 | 2.51 | 3.60 | 16.14 | -12.81 | -1.90 |
Sharpe Ratio | NA | 1.35 | 0.70 | 0.68 | 0.09 | NA | NA | 0.06 | 1.46 | 0.88 | 0.29 | 0.64 | 0.79 | -0.95 | -0.08 | 0.48 | 0.04 | 0.23 | 1.04 | -0.68 | -0.37 |
Standard Deviation(%) | NA | 10.76 | 15.79 | 19.00 | 20.81 | NA | NA | 19.91 | 10.78 | 11.61 | 22.18 | 17.17 | 27.08 | 41.55 | 16.52 | 15.46 | 8.81 | 11.69 | 14.86 | 20.36 | 13.11 |
Draw Down(%) | NA | 7.26 | 17.99 | 31.64 | 60.68 | NA | NA | 60.68 | 7.26 | 10.51 | 17.99 | 13.65 | 31.64 | 50.21 | 11.79 | 9.27 | 6.98 | 11.77 | 17.13 | 27.36 | 14.52 |
Yield(%) | 0.00 | 3.16 | 3.35 | 3.65 | 4.69 | 3.41 | 2.56 | 4.27 | 2.76 | 3.45 | 3.17 | 2.08 | 2.75 | 2.41 | 16.41 | 10.98 | 8.67 | 1.41 | 3.12 | 3.12 | 3.19 |
Data as of 12/17/2013, AR inception is 04/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HUINX (Huntington Income-Equity A) |
-19.26%
Feb 2006 - Feb 2009 |
-11.28%
Feb 2004 - Feb 2009 |
-0.22%
Sep 2001 - Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HUINX (Huntington Income-Equity A) |
25.87%
Feb 2009 - Feb 2012 |
14.65%
Nov 2008 - Nov 2013 |
5.02%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart