Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGTY (Hagerty Inc) | -20.46% | 12.76% | 5.25% | 1.75% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGTY (Hagerty Inc) | 06/01/2021 | 06/15/2026 |
| 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 (%) | 4.50 | 12.76 | 5.25 | 1.75 | NA | NA | NA | … | … | -20.46 | 43.21 | 26.03 | -7.25 | -40.69 | 45.44 |
| Sharpe Ratio | NA | 0.30 | 0.03 | -0.01 | NA | NA | NA | … | … | -1.22 | 1.10 | 0.65 | -0.35 | -0.76 | 1.61 |
| Standard Deviation(%) | NA | 38.13 | 32.87 | 41.79 | NA | NA | NA | … | … | 33.30 | 37.48 | 30.06 | 32.80 | 55.59 | 54.91 |
| Draw Down(%) | NA | 30.03 | 31.07 | 59.73 | NA | NA | NA | … | … | 28.05 | 19.26 | 18.76 | 26.55 | 57.71 | 28.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 06/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGTY (Hagerty Inc) |
-12.33%
Feb 2022 – Feb 2025 |
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 |
|---|---|---|---|---|
| HGTY (Hagerty Inc) |
16.91%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart