Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HULFX (Hawaiian Tax-Free Trust Class F) | 0.80% | 5.72% | 2.75% | 0.46% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HULFX (Hawaiian Tax-Free Trust Class F) | 12/06/2018 | 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 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 5.72 | 2.75 | 0.46 | NA | NA | NA | … | … | 0.80 | 4.00 | 1.17 | 3.42 | -6.53 | 0.21 | 3.68 | 4.90 | 0.66 |
| Sharpe Ratio | NA | 1.33 | -0.16 | -0.69 | NA | NA | NA | … | … | -0.15 | 0.32 | -0.97 | -0.07 | -2.68 | 0.15 | 0.59 | 2.42 | 8.30 |
| Standard Deviation(%) | NA | 2.31 | 3.07 | 2.89 | NA | NA | NA | … | … | 2.67 | 3.54 | 2.53 | 3.19 | 2.99 | 1.29 | 5.79 | 1.42 | 1.10 |
| Draw Down(%) | NA | 2.42 | 5.50 | 10.38 | NA | NA | NA | … | … | 2.42 | 3.58 | 2.05 | 6.09 | 9.94 | 1.54 | 8.73 | 1.30 | 0.09 |
| Yield(%) | 0.00 | 2.75 | 2.45 | 2.04 | 1.60 | 1.07 | 0.80 | … | … | 0.99 | 2.77 | 2.27 | 2.11 | 1.70 | 1.84 | 2.16 | 2.18 | 0.21 |
Data as of 06/10/2026, Common starting date is 12/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULFX (Hawaiian Tax-Free Trust Class F) |
-2.93%
Oct 2020 – Oct 2023 |
-0.36%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HULFX (Hawaiian Tax-Free Trust Class F) |
3.94%
Oct 2022 – Oct 2025 |
0.87%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart