Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FHBVNX NA 34.51% NA NA NA NA NA
Data as of 10/21/2021, Common starting date is 10/24/2019
More Performance Analytics Comparison
Name Start Date End Date
FHBVNX 10/24/2019 10/21/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 1.84 34.51 NA NA NA NA NA 18.66 31.11 9.54
Sharpe Ratio NA 1.66 NA NA NA NA NA 1.14 0.76 5.58
Standard Deviation(%) NA 20.75 NA NA NA NA NA 20.78 40.46 11.42
Draw Down(%) NA 8.89 NA NA NA NA NA 8.89 32.77 3.33
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/21/2021, Common starting date is 10/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHBVNX (FHBVNX) 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
FHBVNX (FHBVNX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return