Hamlin High Dividend Equity Inv (HHDVX)

27.62 +0.08 (+0.29%) USD  |  Mar 28 2023
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HHDVX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 28, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Hamlin High Dividend Equity Inv
32.24%
10.85%
-5.40%
14.62%
14.33%
-7.81%
21.83%
4.36%
30.88%
-3.75%
-0.14%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.87%
Horizon Active Dividend Investor
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24.08%
-8.39%
17.20%
-3.23%
20.36%
-6.90%
-3.92%
Zacks Dividend Investor
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
25.17%
-2.13%
-6.19%
Invesco Dividend Income Investor
21.28%
15.82%
3.42%
15.71%
9.05%
-7.37%
18.31%
0.57%
18.97%
0.61%
-3.18%
BNY Mellon Income Stock Inv
33.96%
10.26%
0.37%
16.83%
14.86%
-8.58%
28.00%
-2.05%
30.26%
4.29%
-3.05%
As of March 28, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Hamlin High Dividend Equity Inv
-2.16%
0.59%
8.61%
-3.73%
21.98%
8.82%
9.16%
--
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9.71%
S&P 500 Total Return
0.17%
5.43%
7.73%
-11.71%
17.92%
10.73%
11.86%
9.85%
10.08%
9.79%
Horizon Active Dividend Investor
-2.37%
-3.15%
6.71%
-10.59%
12.47%
2.77%
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5.38%
Zacks Dividend Investor
-4.53%
-5.43%
4.81%
-9.22%
14.52%
6.96%
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7.92%
Invesco Dividend Income Investor
-3.10%
-2.47%
6.79%
-6.88%
13.98%
6.41%
7.81%
6.43%
9.53%
8.15%
BNY Mellon Income Stock Inv
-4.50%
-2.03%
9.05%
-4.67%
24.78%
9.46%
10.45%
8.62%
9.18%
6.26%
As of March 28, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023