Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEHIX (HICKORY FUND HICKORY FUND) | NA | -14.40% | 9.97% | 3.09% | 4.12% | 6.16% | 7.57% | 8.99% |
Data as of 03/30/2023, AR inception is 04/25/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEHIX (HICKORY FUND HICKORY FUND) | 04/25/1995 | 03/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.86 | -14.40 | 9.97 | 3.09 | 4.12 | 6.16 | 7.57 | 8.99 | -3.54 | -21.66 | 10.28 | 5.88 | 36.06 | -13.55 | 8.00 | 10.16 | -7.62 | 2.27 | 27.83 | 18.98 | 1.53 | 38.83 | 36.54 | -41.59 | -13.12 | 22.80 | -0.22 | 22.61 | 47.95 | -28.97 | -4.65 | -17.24 | 36.67 | 33.01 | 39.17 | 28.24 | 33.81 |
| Sharpe Ratio | NA | -0.75 | 0.44 | 0.08 | 0.20 | NA | NA | 0.38 | -1.05 | -0.99 | 0.67 | 0.16 | 2.69 | -1.06 | 0.96 | 0.74 | -0.62 | 0.22 | 3.43 | 1.77 | 0.06 | 2.52 | 1.35 | -1.15 | -1.03 | 1.87 | -0.26 | 2.19 | 3.17 | -1.01 | -0.30 | -0.96 | 2.36 | 1.44 | 2.11 | 1.64 | 3.55 |
| Standard Deviation(%) | NA | 22.93 | 20.42 | 21.77 | 17.17 | NA | NA | 18.85 | 18.56 | 23.34 | 15.30 | 35.14 | 12.89 | 13.98 | 7.70 | 13.42 | 12.42 | 10.02 | 8.10 | 10.77 | 23.51 | 15.38 | 26.97 | 36.78 | 15.75 | 10.46 | 9.34 | 9.87 | 14.89 | 29.73 | 23.65 | 22.06 | 14.15 | 20.66 | 16.80 | 14.92 | 13.84 |
| Draw Down(%) | NA | 22.73 | 32.63 | 40.50 | 40.50 | NA | NA | 62.33 | 14.54 | 31.79 | 13.21 | 40.50 | 6.76 | 21.45 | 4.83 | 11.61 | 16.15 | 9.40 | 3.46 | 6.77 | 22.55 | 11.85 | 22.36 | 53.91 | 21.91 | 5.78 | 8.99 | 7.33 | 12.53 | 45.23 | 35.46 | 27.12 | 7.92 | 35.18 | 15.55 | 10.86 | 7.17 |
| Yield(%) | 0.00 | 4.77 | 10.25 | 7.19 | 6.18 | 6.75 | 8.91 | 14.30 | 0.00 | 4.25 | 9.91 | 8.19 | 2.38 | 10.18 | 5.30 | 0.00 | 11.97 | 5.17 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.09 | 0.88 | 0.63 | 0.24 | 0.84 | 1.36 | 1.03 | 0.04 | 13.71 | 8.33 | 2.30 | 10.71 | 0.00 | 1.23 |
Data as of 03/30/2023, AR inception is 04/25/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEHIX (HICKORY FUND HICKORY FUND) |
-17.73%
Feb 2006 - Feb 2009 |
-7.91%
Feb 2004 - Feb 2009 |
-2.78%
Feb 1999 - Feb 2009 |
3.74%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEHIX (HICKORY FUND HICKORY FUND) |
42.55%
May 1995 - May 1998 |
27.78%
May 1995 - May 2000 |
15.11%
May 1995 - May 2005 |
10.16%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart