Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERZ (Herzfeld Credit Income Fund, Inc) | -21.93% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 07/08/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERZ (Herzfeld Credit Income Fund, Inc) | 07/08/2025 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | NA | NA | NA | NA | NA | NA | … | … | -21.93 | 49.29 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -1.18 | 2.38 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 40.46 | 52.30 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 33.60 | 16.24 |
| Yield(%) | 1.01 | 69.52 | 23.17 | 13.90 | 6.95 | 4.63 | 3.48 | … | … | 23.29 | 50.70 |
Data as of 06/18/2026, Common starting date is 07/08/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERZ (Herzfeld Credit Income Fund, Inc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| HERZ (Herzfeld Credit Income Fund, Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart