Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HWC (Hancock Whitney Corporation) | 11.40% | 35.88% | 13.11% | 29.71% | 9.48% | 5.39% | 3.97% | 2.29% |
Data as of 07/07/2025, AR inception is 03/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWC (Hancock Whitney Corporation) | 03/20/1995 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.44 | 35.88 | 13.11 | 29.71 | 9.48 | 5.39 | 3.97 | 2.29 | 11.40 | 16.07 | 3.30 | -1.23 | 50.58 | -19.25 | 30.16 | -28.47 | 14.85 | 71.24 | -18.01 | -16.30 | 15.60 | -0.75 | -8.29 | -20.43 | -3.63 | 19.01 | -27.71 | 39.75 | 13.00 | 145.22 | 22.27 | 3.69 | 12.55 | -32.89 | 11.76 | -10.53 | 18.75 | -51.52 | -34.00 |
| Sharpe Ratio | NA | 0.89 | 0.30 | 0.72 | 0.19 | NA | NA | 0.01 | 0.75 | 0.38 | -0.01 | -0.08 | 1.30 | -0.24 | 1.01 | -1.16 | 0.53 | 2.12 | -0.61 | -0.77 | 0.74 | -0.03 | -0.21 | -0.59 | -0.06 | 0.27 | -0.93 | 1.56 | 0.34 | 1.93 | 0.95 | 0.05 | 0.31 | -0.31 | 0.20 | -0.25 | 0.26 | -1.95 | -1.50 |
| Standard Deviation(%) | NA | 35.60 | 34.77 | 37.97 | 39.79 | NA | NA | 46.31 | 34.48 | 32.95 | 38.84 | 31.44 | 38.96 | 79.93 | 28.29 | 25.89 | 26.78 | 33.56 | 29.75 | 21.08 | 21.15 | 25.18 | 39.20 | 34.87 | 58.43 | 67.68 | 33.46 | 23.40 | 31.42 | 74.62 | 22.75 | 46.72 | 32.71 | 121.55 | 42.18 | 55.42 | 57.79 | 28.11 | 30.03 |
| Draw Down(%) | NA | 23.92 | 41.90 | 41.90 | 70.94 | NA | NA | 80.66 | 23.92 | 16.65 | 39.81 | 24.73 | 19.35 | 64.80 | 23.07 | 39.78 | 18.50 | 17.12 | 26.52 | 22.89 | 19.95 | 23.02 | 26.71 | 40.20 | 49.52 | 39.06 | 38.17 | 10.89 | 19.22 | 20.00 | 8.92 | 38.37 | 14.57 | 49.11 | 44.64 | 47.83 | 46.34 | 63.64 | 36.00 |
| Yield(%) | 0.00 | 3.74 | 3.06 | 6.70 | 3.00 | 1.77 | 1.32 | 0.60 | 1.67 | 3.10 | 2.50 | 2.12 | 3.23 | 2.46 | 3.06 | 2.05 | 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 07/07/2025, AR inception is 03/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWC (Hancock Whitney Corporation) |
-35.74%
Aug 1995 - Aug 1998 |
-26.52%
May 1995 - May 2000 |
-7.35%
Jun 2006 - Jun 2016 |
-3.99%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWC (Hancock Whitney Corporation) |
68.57%
Jun 2003 - Jun 2006 |
41.79%
May 2001 - May 2006 |
18.41%
Mar 2000 - Mar 2010 |
11.06%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart