Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOLBX (HOLLAND BALANCED FUND HOLLAND BALANCED FUND) | NA | -5.99% | 1.34% | 5.53% | 6.44% | 4.26% | 2.88% | … | … |
Data as of 01/15/2021, Common starting date is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOLBX (HOLLAND BALANCED FUND HOLLAND BALANCED FUND) | 12/28/1995 | 01/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.99 | 1.34 | 5.53 | 6.44 | 4.26 | 2.88 | … | … | 0.00 | -5.44 | 18.05 | -4.89 | 9.25 | 7.50 | -0.02 | 7.99 | 23.14 | 10.61 | 3.86 | 6.90 | 15.18 | -23.99 | 0.55 | 6.74 | 0.19 | 1.38 | 12.78 | -11.51 | -7.65 | -1.96 | 12.30 | 13.59 | 9.93 | 16.50 | 0.28 |
| Sharpe Ratio | NA | -0.25 | 0.02 | 0.36 | 0.51 | NA | NA | … | … | 0.00 | -0.23 | 1.92 | -0.55 | 1.93 | 0.94 | 0.00 | 0.90 | 2.86 | 1.23 | 0.26 | 0.60 | 0.94 | -1.12 | -0.24 | 0.46 | -0.30 | 0.07 | 1.23 | -0.77 | -0.68 | -0.41 | 0.76 | 0.82 | 0.61 | 1.73 | NA |
| Standard Deviation(%) | NA | 24.68 | 16.48 | 13.33 | 11.93 | NA | NA | … | … | NA | 24.72 | 8.69 | 11.39 | 4.48 | 7.70 | 9.64 | 8.90 | 8.09 | 8.65 | 14.72 | 11.37 | 16.09 | 22.24 | 10.55 | 7.52 | 6.65 | 6.46 | 9.83 | 16.44 | 14.98 | 14.65 | 11.86 | 12.60 | 10.45 | 7.47 | 0.00 |
| Draw Down(%) | NA | 23.97 | 23.97 | 23.97 | 23.97 | NA | NA | … | … | 0.00 | 23.97 | 5.18 | 12.96 | 1.76 | 5.54 | 7.59 | 6.69 | 4.32 | 5.19 | 11.50 | 10.41 | 15.59 | 27.92 | 6.71 | 4.66 | 5.26 | 5.59 | 7.39 | 20.27 | 20.58 | 11.63 | 8.25 | 10.25 | 8.17 | 4.22 | 0.00 |
| Yield(%) | 0.00 | 52.29 | 19.36 | 15.28 | 11.37 | 7.56 | 5.35 | … | … | 0.00 | 52.20 | 0.45 | 0.00 | 4.43 | 3.76 | 7.12 | 5.22 | 2.78 | 2.82 | 5.24 | 2.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.28 | 0.66 |
Data as of 01/15/2021, Common starting date is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOLBX (HOLLAND BALANCED FUND HOLLAND BALANCED FUND) |
-10.04%
Feb 2006 – Feb 2009 |
-6.27%
Feb 2004 – Feb 2009 |
-2.72%
Feb 1999 – Feb 2009 |
1.43%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOLBX (HOLLAND BALANCED FUND HOLLAND BALANCED FUND) |
15.86%
Sep 2011 – Sep 2014 |
13.78%
Feb 2009 – Feb 2014 |
9.44%
Feb 2009 – Feb 2019 |
5.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart