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
HOII -28.60% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 11/04/2025
More Performance Analytics Comparison
Name Start Date End Date
HOII 11/04/2025 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -5.53 NA NA NA NA NA NA -28.60 -20.89
Sharpe Ratio NA NA NA NA NA NA NA -0.81 -1.12
Standard Deviation(%) NA NA NA NA NA NA NA 72.09 72.04
Draw Down(%) NA NA NA NA NA NA NA 45.16 25.59
Yield(%) 0.00 9.79 3.26 1.96 0.98 0.65 0.49 8.32 3.35
Data as of 06/11/2026, Common starting date is 11/04/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOII (HOII) 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
HOII (HOII) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return