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
HBANP (Huntington Bancshares Incorporated) -4.45% -1.27% 1.95% -3.52% NA NA NA
Data as of 06/10/2026, Common starting date is 02/03/2021
More Performance Analytics Comparison
Name Start Date End Date
HBANP (Huntington Bancshares Incorporated) 02/03/2021 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 (%) -2.25 -1.27 1.95 -3.52 NA NA NA -4.45 2.83 6.66 10.84 -31.48 9.41
Sharpe Ratio NA -0.22 -0.10 -0.25 NA NA NA -1.16 0.00 0.18 0.19 -1.51 1.16
Standard Deviation(%) NA 9.09 16.72 22.11 NA NA NA 7.88 13.75 17.02 37.79 21.80 8.90
Draw Down(%) NA 9.50 23.31 41.84 NA NA NA 7.61 10.46 15.83 30.02 32.23 5.00
Yield(%) 0.00 6.48 6.14 4.47 2.33 1.55 1.16 1.63 6.13 6.34 6.47 4.31 4.20
Data as of 06/10/2026, Common starting date is 02/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBANP (Huntington Bancshares Incorporated) -6.93%
Jun 2021 – Jun 2024
-2.57%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBANP (Huntington Bancshares Incorporated) 7.74%
Oct 2022 – Oct 2025
-1.75%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return