Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLLY (Holley Inc) | -39.47% | 20.77% | -11.53% | -23.57% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 01/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLLY (Holley Inc) | 01/21/2021 | 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 (%) | -0.79 | 20.77 | -11.53 | -23.57 | NA | NA | NA | … | … | -39.47 | 38.08 | -38.40 | 129.72 | -83.68 | 16.78 |
| Sharpe Ratio | NA | 0.24 | -0.24 | -0.37 | NA | NA | NA | … | … | -1.07 | 0.48 | -1.02 | 1.39 | -1.06 | 0.46 |
| Standard Deviation(%) | NA | 71.24 | 64.23 | 71.55 | NA | NA | NA | … | … | 63.78 | 75.49 | 44.37 | 91.38 | 80.22 | 66.20 |
| Draw Down(%) | NA | 44.42 | 77.59 | 87.81 | NA | NA | NA | … | … | 43.91 | 44.34 | 50.10 | 54.05 | 86.85 | 10.58 |
| 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 06/17/2026, Common starting date is 01/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLLY (Holley Inc) |
-43.04%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| HLLY (Holley Inc) |
24.89%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart