Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWCPZ (Hancock Whitney Corporation – 6) | -1.57% | -0.51% | 6.68% | 1.13% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWCPZ (Hancock Whitney Corporation – 6) | 06/18/2020 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | -0.51 | 6.68 | 1.13 | NA | NA | NA | … | … | -1.57 | 5.83 | -2.42 | 20.23 | -16.95 | 14.71 | 10.42 |
| Sharpe Ratio | NA | -0.31 | 0.22 | -0.08 | NA | NA | NA | … | … | -0.54 | 0.22 | -0.44 | 0.72 | -1.08 | 1.53 | 2.21 |
| Standard Deviation(%) | NA | 10.13 | 15.32 | 16.33 | NA | NA | NA | … | … | 11.16 | 13.75 | 13.83 | 23.30 | 17.09 | 9.60 | 9.08 |
| Draw Down(%) | NA | 11.12 | 11.70 | 26.80 | NA | NA | NA | … | … | 11.12 | 8.77 | 9.58 | 22.42 | 18.27 | 7.83 | 3.57 |
| Yield(%) | 0.00 | 6.64 | 7.11 | 5.47 | 3.78 | 2.52 | 1.89 | … | … | 3.35 | 6.63 | 6.28 | 6.85 | 5.42 | 5.84 | 3.35 |
Data as of 06/12/2026, Common starting date is 06/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWCPZ (Hancock Whitney Corporation – 6) |
-1.12%
Oct 2020 – Oct 2023 |
1.77%
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 |
|---|---|---|---|---|
| HWCPZ (Hancock Whitney Corporation – 6) |
8.49%
May 2023 – May 2026 |
4.60%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart