Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBANM (Huntington Bancshares Incorporated) | -4.10% | 2.21% | 6.65% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBANM (Huntington Bancshares Incorporated) | 06/11/2021 | 06/10/2026 |
| 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 (%) | -0.97 | 2.21 | 6.65 | NA | NA | NA | NA | … | … | -4.10 | -5.33 | 24.71 | 6.79 | -12.60 | 1.53 |
| Sharpe Ratio | NA | 0.04 | 0.13 | NA | NA | NA | NA | … | … | -0.96 | -0.56 | 1.36 | 0.09 | -0.98 | 0.38 |
| Standard Deviation(%) | NA | 10.08 | 15.97 | NA | NA | NA | NA | … | … | 10.53 | 14.60 | 15.51 | 34.16 | 14.43 | 7.18 |
| Draw Down(%) | NA | 9.76 | 16.70 | NA | NA | NA | NA | … | … | 9.75 | 12.66 | 7.56 | 30.21 | 14.18 | 2.94 |
| Yield(%) | 0.00 | 8.20 | 7.40 | 5.61 | 2.81 | 1.87 | 1.40 | … | … | 3.18 | 7.27 | 6.60 | 6.55 | 5.45 | 2.67 |
Data as of 06/10/2026, Common starting date is 06/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBANM (Huntington Bancshares Incorporated) |
1.73%
Jul 2021 – Jul 2024 |
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 |
|---|---|---|---|---|
| HBANM (Huntington Bancshares Incorporated) |
8.44%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart