Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NHYEX | 2.04% | 2.31% | 4.99% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NHYEX | 06/30/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 2.31 | 4.99 | NA | NA | NA | NA | … | … | 2.04 | -3.02 | 11.85 | 9.06 | -26.16 | 1.69 |
| Sharpe Ratio | NA | -0.01 | 0.27 | NA | NA | NA | NA | … | … | 0.50 | -0.78 | 1.47 | 0.82 | -2.63 | 1.11 |
| Standard Deviation(%) | NA | 4.69 | 6.39 | NA | NA | NA | NA | … | … | 4.62 | 7.58 | 5.59 | 6.68 | 10.51 | 2.99 |
| Draw Down(%) | NA | 5.42 | 10.39 | NA | NA | NA | NA | … | … | 3.32 | 10.25 | 4.01 | 9.51 | 30.87 | 3.59 |
| Yield(%) | 0.00 | 5.33 | 5.59 | 3.67 | 1.83 | 1.22 | 0.92 | … | … | 2.30 | 4.99 | 5.45 | 5.99 | 3.56 | 0.98 |
Data as of 06/10/2026, Common starting date is 06/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHYEX (NHYEX) |
-4.24%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHYEX (NHYEX) |
7.75%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart