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
FHVFVX NA 7.86% NA NA NA NA NA
Data as of 11/19/2021, Common starting date is 11/22/2019
More Performance Analytics Comparison
Name Start Date End Date
FHVFVX 11/22/2019 11/19/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.97 7.86 NA NA NA NA NA 3.81 -9.28 1.59
Sharpe Ratio NA 1.18 NA NA NA NA NA 0.63 -0.26 4.29
Standard Deviation(%) NA 6.65 NA NA NA NA NA 6.77 35.84 3.79
Draw Down(%) NA 5.28 NA NA NA NA NA 5.28 41.65 0.59
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/19/2021, Common starting date is 11/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHVFVX (FHVFVX) 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
FHVFVX (FHVFVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return