Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVBC (HV Bancorp Inc) | NA | 76.89% | 40.83% | 17.59% | NA | NA | NA | … | … |
Data as of 06/16/2023, Common starting date is 01/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVBC (HV Bancorp Inc) | 01/12/2017 | 06/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 76.89 | 40.83 | 17.59 | NA | NA | NA | … | … | 21.66 | 30.46 | 26.97 | -2.48 | 17.53 | -1.47 | 11.21 |
| Sharpe Ratio | NA | 1.79 | 1.13 | 0.45 | NA | NA | NA | … | … | 1.45 | 0.77 | 0.76 | -0.05 | 0.43 | -0.08 | 0.94 |
| Standard Deviation(%) | NA | 41.11 | 36.73 | 37.05 | NA | NA | NA | … | … | 33.73 | 38.04 | 35.24 | 54.78 | 37.53 | 36.51 | 11.72 |
| Draw Down(%) | NA | 15.10 | 20.48 | 43.37 | NA | NA | NA | … | … | 15.10 | 18.56 | 11.51 | 42.55 | 14.93 | 15.49 | 4.46 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.25 | 0.19 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.34 | 0.00 |
Data as of 06/16/2023, Common starting date is 01/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVBC (HV Bancorp Inc) |
-4.13%
Oct 2017 – Oct 2020 |
7.42%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVBC (HV Bancorp Inc) |
35.21%
Apr 2020 – Apr 2023 |
17.69%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart