Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HULAX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS A) | 0.94% | 5.84% | 2.64% | 0.36% | 1.02% | 1.72% | 2.23% | … | … |
Data as of 06/03/2026, Common starting date is 03/28/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HULAX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS A) | 03/28/1985 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 5.84 | 2.64 | 0.36 | 1.02 | 1.72 | 2.23 | … | … | 0.94 | 3.80 | 1.03 | 3.21 | -6.69 | -0.14 | 3.33 | 4.57 | 0.63 | 2.35 | -0.37 | 2.43 | 5.40 | -2.54 | 4.25 | 7.29 | 1.47 | 7.24 | 1.23 | 3.01 | 3.52 | 1.80 | 3.09 | 4.71 | 8.56 | 4.52 | 9.69 | -2.61 | 5.66 | 7.21 | 3.87 | 15.40 | -5.14 | 9.92 | 7.94 | 10.52 | 5.96 | 9.87 | 8.46 | 1.90 | 14.90 | 16.27 |
| Sharpe Ratio | NA | 1.26 | -0.12 | -0.76 | -0.21 | NA | NA | … | … | -0.25 | 0.26 | -1.03 | -0.14 | -2.73 | -0.13 | 0.53 | 2.22 | -0.60 | 1.03 | -0.30 | 1.43 | 3.43 | -1.08 | 2.14 | 3.38 | 0.74 | 2.94 | 0.06 | -0.06 | 0.05 | -0.22 | 0.71 | 1.44 | 2.70 | 0.83 | 2.06 | -2.42 | 0.90 | 1.32 | 0.05 | 3.04 | -1.79 | 2.79 | 2.04 | 2.80 | 0.17 | 1.41 | 1.11 | -0.39 | 2.31 | 2.22 |
| Standard Deviation(%) | NA | 2.30 | 3.11 | 2.90 | 2.92 | NA | NA | … | … | 2.66 | 3.60 | 2.52 | 3.19 | 2.99 | 1.22 | 5.78 | 1.40 | 1.27 | 1.65 | 1.96 | 1.68 | 1.57 | 2.39 | 1.98 | 2.15 | 1.87 | 2.43 | 4.61 | 2.18 | 2.00 | 2.08 | 2.97 | 2.77 | 2.75 | 2.54 | 2.65 | 2.47 | 2.44 | 2.65 | 4.33 | 3.75 | 4.60 | 2.77 | 2.65 | 2.35 | 2.60 | 2.78 | 3.21 | 5.93 | 4.54 | 7.52 |
| Draw Down(%) | NA | 2.42 | 5.47 | 10.78 | 10.78 | NA | NA | … | … | 2.42 | 3.68 | 1.97 | 6.19 | 10.11 | 1.46 | 8.74 | 1.24 | 1.54 | 1.95 | 4.40 | 2.10 | 0.98 | 5.26 | 1.90 | 1.58 | 3.15 | 1.31 | 7.54 | 1.62 | 1.19 | 1.83 | 4.36 | 4.00 | 2.87 | 3.25 | 3.31 | 4.58 | 1.60 | 2.36 | 4.12 | 2.00 | 8.90 | 2.23 | 2.34 | 1.19 | 2.02 | 1.78 | 2.13 | 9.28 | 3.69 | 2.87 |
| Yield(%) | 0.00 | 2.58 | 2.25 | 1.83 | 1.81 | 2.13 | 2.50 | … | … | 0.93 | 2.58 | 2.05 | 1.91 | 1.46 | 1.50 | 1.72 | 1.94 | 2.02 | 1.82 | 2.01 | 2.65 | 2.68 | 2.55 | 2.66 | 3.14 | 2.90 | 3.35 | 3.94 | 4.07 | 4.05 | 3.82 | 3.96 | 3.94 | 4.33 | 4.65 | 5.07 | 5.32 | 5.18 | 4.83 | 5.17 | 5.76 | 5.29 | 5.66 | 6.18 | 6.57 | 6.71 | 6.95 | 7.07 | 6.79 | 7.52 | 6.94 |
Data as of 06/03/2026, Common starting date is 03/28/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULAX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS A) |
-3.23%
Oct 2020 – Oct 2023 |
-0.61%
Jul 2020 – Jul 2025 |
0.54%
Oct 2012 – Oct 2022 |
1.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULAX (HAWAIIAN TAX-FREE TRUST HAWAIIAN TAX-FREE TRUST CLASS A) |
10.99%
Apr 1985 – Apr 1988 |
9.69%
Apr 1985 – Apr 1990 |
8.41%
May 1985 – May 1995 |
7.16%
Apr 1985 – Apr 2000 |
Annualized Rolling Returns Comparison Chart