Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVT-A (Haverty Furniture Companies Inc) | 7.90% | 28.18% | 0.10% | -9.96% | 7.29% | 9.17% | 5.79% | … | … |
Data as of 06/05/2026, Common starting date is 05/28/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVT-A (Haverty Furniture Companies Inc) | 05/28/1986 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.85 | 28.18 | 0.10 | -9.96 | 7.29 | 9.17 | 5.79 | … | … | 7.90 | 4.20 | -36.57 | 22.52 | 6.95 | 12.88 | 57.29 | 13.83 | -18.64 | 1.13 | 12.03 | 8.61 | -35.36 | 119.67 | 32.27 | -1.94 | -5.01 | 43.24 | 9.15 | -37.96 | 4.64 | -25.45 | 0.25 | 45.14 | -13.03 | 52.88 | -24.41 | 35.08 | 45.24 | 14.13 | -21.37 | 36.05 | -38.13 | 62.89 | 52.38 | 16.67 | -13.25 | -15.31 | 12.64 | -13.00 | -12.28 |
| Sharpe Ratio | NA | 0.14 | -0.05 | -0.20 | 0.11 | NA | NA | … | … | 0.07 | 0.03 | -0.77 | 0.41 | 0.16 | 0.26 | 0.92 | 0.35 | -0.41 | 0.01 | 0.14 | 0.10 | -0.29 | 0.96 | 0.28 | -0.01 | -0.04 | 0.37 | 0.09 | -0.47 | 0.01 | -0.21 | -0.01 | 0.40 | -0.12 | 0.47 | -0.24 | 0.73 | 0.90 | 0.32 | -0.70 | 0.69 | -0.89 | 1.39 | 0.90 | 0.25 | -0.56 | -0.76 | 0.29 | -0.46 | -0.66 |
| Standard Deviation(%) | NA | 96.08 | 66.83 | 54.40 | 54.72 | NA | NA | … | … | 99.79 | 75.42 | 55.87 | 45.25 | 35.34 | 49.94 | 61.83 | 35.47 | 48.65 | 54.77 | 84.47 | 89.59 | 123.55 | 124.57 | 115.99 | 136.41 | 128.14 | 117.25 | 86.46 | 86.99 | 123.41 | 132.29 | 130.73 | 111.98 | 118.27 | 108.83 | 120.43 | 43.78 | 46.73 | 32.60 | 35.10 | 46.87 | 46.19 | 43.59 | 55.08 | 50.97 | 33.00 | 27.52 | 27.18 | 36.69 | 35.60 |
| Draw Down(%) | NA | 41.29 | 56.51 | 59.85 | 59.85 | NA | NA | … | … | 41.29 | 26.89 | 39.53 | 30.03 | 19.01 | 44.94 | 47.37 | 32.77 | 26.75 | 19.52 | 26.51 | 26.20 | 39.64 | 28.03 | 26.44 | 36.14 | 48.87 | 28.75 | 39.90 | 53.52 | 24.54 | 40.42 | 35.84 | 29.97 | 55.63 | 18.86 | 34.71 | 31.42 | 25.06 | 19.05 | 35.90 | 29.63 | 44.16 | 19.35 | 26.09 | 25.58 | 33.33 | 25.93 | 16.36 | 51.39 | 24.59 |
| Yield(%) | 1.31 | 3.18 | 3.43 | 2.64 | 6.37 | 8.12 | 4.95 | … | … | 2.42 | 1.35 | 0.84 | 5.81 | 5.53 | 8.49 | 11.98 | 3.91 | 3.11 | 2.16 | 1.93 | 1.67 | 0.95 | 1.52 | 1.02 | 0.94 | 0.79 | 0.21 | 2.50 | 1.86 | 2.19 | 1.49 | 1.31 | 1.83 | 1.45 | 2.09 | 1.77 | 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 06/05/2026, Common starting date is 05/28/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVT-A (Haverty Furniture Companies Inc) |
-22.79%
Nov 2004 – Nov 2007 |
-16.10%
Jan 2004 – Jan 2009 |
-5.63%
Jun 1999 – Jun 2009 |
-0.67%
Jan 1994 – Jan 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVT-A (Haverty Furniture Companies Inc) |
50.37%
Jun 1996 – Jun 1999 |
31.13%
Dec 2008 – Dec 2013 |
20.05%
May 2011 – May 2021 |
14.75%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart