Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HBANP (Huntington Bancshares Incorporated) -3.80% 0.33% 2.13% -3.50% NA NA NA
Data as of 06/17/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
Name Start Date End Date
HBANP (Huntington Bancshares Incorporated) 02/03/2021 06/17/2026
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 (%) 0.68 0.33 2.13 -3.50 NA NA NA -3.80 2.83 6.66 10.84 -31.48 9.41
Sharpe Ratio NA -0.37 -0.06 -0.27 NA NA NA -1.31 0.00 0.18 0.19 -1.51 1.16
Standard Deviation(%) NA 9.09 16.69 22.12 NA NA NA 7.93 13.75 17.02 37.79 21.80 8.90
Draw Down(%) NA 10.95 23.31 41.84 NA NA NA 9.08 10.46 15.83 30.02 32.23 5.00
Yield(%) 0.00 6.54 6.13 4.45 2.33 1.55 1.16 1.63 6.13 6.34 6.47 4.31 4.20
Data as of 06/17/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBANP (Huntington Bancshares Incorporated) -6.93%
Jun 2021 – Jun 2024
-2.57%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBANP (Huntington Bancshares Incorporated) 7.74%
Oct 2022 – Oct 2025
-1.75%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return