HLLY vs FUND

Comparison between Holley Inc - Class A (HLLY, Company) and Sprott Focus Trust Inc (FUND, Company).

HLLY is from the Consumer Cyclical sector, while FUND is from the Financial Services sector.

HLLY vs FUND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLLY(COMPANY)	FUND(COMPANY)
Market Cap	$302M	$302M
Max Drawdown	77.59%	71.62%
Sharpe Ratio	0.53	2.15
5Y Beta	0.95	0.77
Industry	Auto Parts	Asset Management
P/E Ratio	12.77	5.39
Forward P/E	6.89	N/A
PEG Ratio	0.24	0.00
Dividend Yield	N/A	5.65%
5Y Dividends CAGR	N/A	5.81%
5Y EPS CAGR	N/A	-2.11%
Debt to Equity	117.86%	0.00%
Free Cash Flow Yield	12.70%	0.00%
P/S Ratio	0.50	36.07
P/B Ratio	0.67	1.04

Market Cap

Winner

HLLY

$302M

FUND

$302M

Max Drawdown

HLLY

77.59%

Winner

FUND

71.62%

Sharpe Ratio

HLLY

0.53

Winner

FUND

2.15

5Y Beta

HLLY

0.95

Winner

FUND

0.77

Industry

HLLY

Auto Parts

FUND

Asset Management

P/E Ratio

HLLY

12.77

Winner

FUND

5.39

Forward P/E

HLLY

6.89

FUND

N/A

PEG Ratio

HLLY

0.24

Winner

FUND

0.00

Dividend Yield

HLLY

N/A

FUND

5.65%

5Y Dividends CAGR

HLLY

N/A

FUND

5.81%

5Y EPS CAGR

HLLY

N/A

FUND

-2.11%

Debt to Equity

HLLY

117.86%

Winner

FUND

0.00%

Free Cash Flow Yield

Winner

HLLY

12.70%

FUND

0.00%

P/S Ratio

Winner

HLLY

0.50

FUND

36.07

P/B Ratio

Winner

HLLY

0.67

FUND

1.04

HLLY vs FUND - Historical Returns

Returns include dividend reinvestment.

Period	HLLY	FUND
1 month	-6.41%	-1.17%
3 months	-14.83%	+5.71%
6 months	-39.60%	+19.49%
1 year	+19.95%	+43.38%
5 years(CAGR)	N/A	+10.07%
10 years(CAGR)	N/A	+12.97%
Max(CAGR)	-19.56%	+10.82%

HLLY

-6.41%

Winner

FUND

-1.17%

HLLY

-14.83%

Winner

FUND

+5.71%

HLLY

-39.60%

Winner

FUND

+19.49%

HLLY

+19.95%

Winner

FUND

+43.38%

5Y(CAGR)

HLLY

N/A

FUND

+10.07%

10Y(CAGR)

HLLY

N/A

FUND

+12.97%

Max(CAGR)

HLLY

-19.56%

Winner

FUND

+10.82%

HLLY vs FUND - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLLY	FUND
2026	-38.29%	+18.25%
2025	+37.21%	+27.06%
2024	-37.21%	-0.72%
2023	+125.46%	+6.34%
2022	-63.39%	-1.96%
2021	N/A	+37.58%
2020	N/A	+2.38%
2019	N/A	+33.92%
2018	N/A	-19.67%
2017	N/A	+21.35%
2016	N/A	+30.32%
2015	N/A	-14.72%
2014	N/A	+1.29%
2013	N/A	+18.76%
2012	N/A	+10.57%
2011	N/A	-13.25%
2010	N/A	+16.11%
2009	N/A	+33.82%
2008	N/A	-45.51%
2007	N/A	+1.87%
2006	N/A	+27.60%
2005	N/A	+4.58%
2004	N/A	+44.81%
2003	N/A	+59.23%
2002	N/A	-14.54%
2001	N/A	+21.00%
2000	N/A	+22.15%
1999	N/A	+1.00%

HLLY vs FUND Drawdown Comparison

The maximum drawdown for HLLY was -77.59%, occurring on May 7, 2025. This drawdown has not yet recovered.

The maximum drawdown for FUND was -65.09%, occurring on Nov 21, 2008. Recovery took 1398 trading sessions.

The current HLLY drawdown is -67.66%. The current FUND drawdown is -3.30%.

Rank	HLLY	FUND
#1	-77.59% Aug 11, 2023 - May 7, 2025	-65.09% Jun 5, 2008 - Dec 23, 2013
#2	-68.22% Sep 12, 2022 - Jul 18, 2023	-43.18% Feb 12, 2020 - Dec 4, 2020
#3	-9.38% Jul 18, 2023 - Jul 24, 2023	-37.57% Jul 1, 2014 - Feb 2, 2017
#4	-9.13% Jul 25, 2023 - Aug 7, 2023	-36.22% May 2, 2002 - Aug 29, 2003
#5	-7.86% Aug 7, 2023 - Aug 10, 2023	-26.93% Jan 26, 2018 - Dec 12, 2019
#6	N/A	-25.57% Feb 15, 2001 - Dec 31, 2001
#7	N/A	-24.68% Apr 20, 2022 - Jul 31, 2024
#8	N/A	-24.67% Nov 29, 2007 - Jun 5, 2008
#9	N/A	-21.75% Feb 16, 2005 - Dec 16, 2005
#10	N/A	-19.42% Jun 18, 2007 - Nov 29, 2007
#11	N/A	-19.20% Apr 5, 2004 - Oct 1, 2004
#12	N/A	-18.25% Dec 2, 2024 - Jul 3, 2025
#13	N/A	-17.35% May 10, 2006 - Nov 24, 2006
#14	N/A	-15.22% May 16, 2000 - Sep 13, 2000
#15	N/A	-13.48% Mar 23, 2000 - May 16, 2000