Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCI (HCI Group Inc) | -14.20% | 11.07% | 43.40% | 14.21% | 22.62% | 27.41% | NA | … | … |
Data as of 06/18/2026, Common starting date is 09/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCI (HCI Group Inc) | 09/16/2008 | 06/18/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 11.07 | 43.40 | 14.21 | 22.62 | 27.41 | NA | … | … | -14.20 | 66.27 | 35.46 | 126.76 | -51.20 | 62.74 | 18.49 | -6.81 | 75.94 | -21.49 | 17.58 | -17.14 | -16.95 | 165.19 | 172.34 | 4.86 | 4.80 | 45.52 | -11.99 |
| Sharpe Ratio | NA | -0.02 | 1.07 | 0.27 | 0.47 | NA | NA | … | … | -1.13 | 1.91 | 0.78 | 2.73 | -1.01 | 1.34 | 0.38 | -0.30 | 2.29 | -0.53 | 0.47 | -0.48 | -0.38 | 3.45 | 3.75 | 0.16 | 0.13 | 0.79 | -0.37 |
| Standard Deviation(%) | NA | 31.72 | 37.46 | 42.78 | 41.13 | NA | NA | … | … | 30.62 | 33.44 | 40.57 | 45.63 | 52.27 | 46.93 | 47.82 | 27.35 | 32.68 | 41.59 | 37.19 | 35.98 | 44.81 | 47.82 | 46.48 | 29.37 | 36.74 | 57.37 | 97.04 |
| Draw Down(%) | NA | 27.46 | 28.30 | 78.79 | 78.79 | NA | NA | … | … | 22.08 | 19.50 | 28.30 | 21.68 | 65.56 | 38.84 | 30.51 | 24.53 | 12.49 | 40.00 | 27.19 | 33.50 | 35.57 | 17.65 | 27.36 | 26.11 | 35.52 | 19.72 | 35.50 |
| Yield(%) | 0.00 | 1.08 | 2.76 | 1.73 | 5.57 | 20.01 | 16.93 | … | … | 0.44 | 1.40 | 1.81 | 4.04 | 1.90 | 3.09 | 3.53 | 3.19 | 4.67 | 3.59 | 3.60 | 2.80 | 2.13 | 4.16 | 9.66 | 5.24 | 1.21 | 0.00 | 0.00 |
Data as of 06/18/2026, Common starting date is 09/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCI (HCI Group Inc) |
-12.31%
Oct 2013 – Oct 2016 |
-0.39%
Oct 2014 – Oct 2019 |
6.11%
Sep 2013 – Sep 2023 |
20.36%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCI (HCI Group Inc) |
97.55%
Jul 2010 – Jul 2013 |
64.52%
Nov 2008 – Nov 2013 |
38.08%
Aug 2011 – Aug 2021 |
29.52%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart