Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHPSY (MHP SE) | 44.03% | 77.39% | 30.62% | 11.10% | 4.11% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHPSY (MHP SE) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 77.39 | 30.62 | 11.10 | 4.11 | NA | NA | … | … | 44.03 | 46.85 | 9.93 | 0.00 | -38.32 | 29.53 | -31.78 | -27.19 | 54.37 | 9.21 | 9.67 | -14.02 | -29.98 | 17.43 |
| Sharpe Ratio | NA | 2.10 | 0.76 | 0.12 | 0.04 | NA | NA | … | … | 4.11 | 0.82 | 0.17 | 0.00 | -0.29 | 0.68 | -0.81 | -1.01 | 1.24 | 0.98 | 1.06 | -0.44 | -0.73 | 0.68 |
| Standard Deviation(%) | NA | 34.79 | 35.59 | 70.17 | 53.29 | NA | NA | … | … | 33.08 | 54.61 | 20.18 | NA | 135.28 | 43.53 | 39.35 | 28.27 | 42.91 | 8.83 | 8.90 | 31.88 | 40.98 | 25.85 |
| Draw Down(%) | NA | 9.40 | 39.06 | 70.27 | 70.27 | NA | NA | … | … | 9.40 | 39.06 | 9.93 | 0.00 | 67.00 | 13.87 | 35.11 | 27.88 | 4.38 | 0.00 | 0.00 | 18.14 | 36.34 | 18.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.17 | 2.69 | 2.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.92 | 3.19 | 5.77 | 8.43 | 8.43 | 8.51 | 4.36 | 4.60 | 8.37 |
Data as of 06/03/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHPSY (MHP SE) |
-29.83%
Jan 2019 – Jan 2022 |
-17.62%
May 2018 – May 2023 |
-8.91%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHPSY (MHP SE) |
30.21%
May 2023 – May 2026 |
12.02%
May 2021 – May 2026 |
4.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart