Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTFC | 3.04% | 8.21% | 7.73% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/27/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTFC | 06/27/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 8.21 | 7.73 | NA | NA | NA | NA | … | … | 3.04 | 9.92 | 4.71 | 12.72 | -2.37 |
| Sharpe Ratio | NA | 0.94 | 0.55 | NA | NA | NA | NA | … | … | 0.43 | 1.12 | 0.13 | 0.55 | -0.43 |
| Standard Deviation(%) | NA | 5.91 | 7.62 | NA | NA | NA | NA | … | … | 6.12 | 6.43 | 8.24 | 16.53 | 16.21 |
| Draw Down(%) | NA | 2.20 | 3.31 | NA | NA | NA | NA | … | … | 2.20 | 2.65 | 3.31 | 8.19 | 10.71 |
| Yield(%) | 1.56 | 6.40 | 6.50 | 5.14 | 2.57 | 1.71 | 1.28 | … | … | 3.14 | 6.50 | 6.38 | 6.68 | 3.46 |
Data as of 06/17/2026, Common starting date is 06/27/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTFC (HTFC) |
6.30%
Jul 2022 – Jul 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 |
|---|---|---|---|---|
| HTFC (HTFC) |
9.22%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart