Hearts And Minds Investments Ltd

Performance Report
June 30, 2024

Value Added Monthly Index

Monthly Return

Annual Return

Monthly Return

Return and Risk Report

Total Return Summary

Rolling Return

12 Month Rolling Return

36 Month Rolling Return

Sharpe Ratio Summary

Rolling Sharpe 12 Months

Rolling Sharpe Time

Regression Summary

Capture Ratio

Rolling Beta

Up Capture

Down Capture


Risk/Return 1 Year

Risk/Return 2 Year

Risk/Return 3 Year

Risk/Return Incp


Excess Return

Tracking Error

Information Ratio


Performance Review

Benchmark Comparison

Success Ratios