Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMAF (Halma plc) | 9.38% | 24.05% | 22.79% | 7.12% | 15.87% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMAF (Halma plc) | 08/16/2012 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.44 | 24.05 | 22.79 | 7.12 | 15.87 | NA | NA | … | … | 9.38 | 37.25 | 19.79 | 24.97 | -45.75 | 28.70 | 19.12 | 65.16 | 3.55 | 57.93 | -13.75 | 26.08 | 5.40 | 40.75 | 14.15 |
| Sharpe Ratio | NA | 0.52 | 0.45 | 0.13 | 0.36 | NA | NA | … | … | 0.34 | 0.94 | 0.52 | 0.48 | -0.77 | 0.87 | 0.46 | 2.43 | 0.07 | 2.89 | -0.47 | 1.41 | 0.32 | 2.09 | 2.03 |
| Standard Deviation(%) | NA | 41.46 | 39.96 | 44.06 | 37.83 | NA | NA | … | … | 46.98 | 37.32 | 31.17 | 45.04 | 61.08 | 32.83 | 40.82 | 26.20 | 29.03 | 19.95 | 29.81 | 18.48 | 16.80 | 19.51 | 21.48 |
| Draw Down(%) | NA | 19.12 | 29.42 | 49.27 | 49.27 | NA | NA | … | … | 19.12 | 22.10 | 11.63 | 29.62 | 48.92 | 14.19 | 31.55 | 12.01 | 18.85 | 5.57 | 22.75 | 6.96 | 10.23 | 11.95 | 7.97 |
| Yield(%) | 0.00 | 0.73 | 0.98 | 0.72 | 1.77 | 3.13 | 2.35 | … | … | 0.00 | 0.92 | 1.01 | 1.07 | 0.54 | 0.93 | 0.78 | 1.23 | 1.01 | 1.77 | 1.32 | 1.92 | 1.99 | 3.39 | 0.00 |
Data as of 06/16/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMAF (Halma plc) |
-10.34%
Oct 2020 – Oct 2023 |
4.48%
Dec 2019 – Dec 2024 |
11.37%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMAF (Halma plc) |
39.26%
Dec 2016 – Dec 2019 |
32.87%
Dec 2016 – Dec 2021 |
17.94%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart