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
HBIA (Hills Bancorporation) -39.62% -35.70% -8.72% -4.86% 1.92% -1.11% NA
Data as of 06/08/2026, Common starting date is 04/14/2011
More Performance Analytics Comparison
Name Start Date End Date
HBIA (Hills Bancorporation) 04/14/2011 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -42.43 -35.70 -8.72 -4.86 1.92 -1.11 NA -39.62 15.49 -6.58 6.82 5.02 11.31 -4.38 7.82 12.50 12.24 6.91 -45.45 14.58 7.46 6.35 -1.56
Sharpe Ratio NA 1.08 0.60 0.39 0.38 NA NA 1.78 0.77 -0.78 0.15 0.46 0.68 -0.30 0.37 0.91 0.80 0.18 -0.66 1.05 0.79 0.69 -0.20
Standard Deviation(%) NA 24.06 19.52 16.87 19.58 NA NA 29.57 16.78 16.92 17.18 7.99 16.64 15.47 17.41 12.30 14.64 37.28 68.94 13.86 9.38 9.25 11.08
Draw Down(%) NA 5.97 14.16 14.16 22.46 NA NA 4.57 5.97 14.72 10.65 3.62 7.86 8.33 7.96 4.00 7.50 22.46 49.70 4.00 4.11 4.48 5.21
Yield(%) 0.00 0.00 1.12 1.27 1.37 0.64 0.48 0.00 1.64 1.45 1.48 1.48 1.52 1.36 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 04/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBIA (Hills Bancorporation) -14.71%
Mar 2013 – Mar 2016
-6.90%
Jun 2011 – Jun 2016
-0.43%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBIA (Hills Bancorporation) 13.61%
Jan 2016 – Jan 2019
10.54%
May 2016 – May 2021
8.23%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return