Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADUS (Addus HomeCare Corporation) | -16.47% | -19.92% | -1.35% | -1.12% | 15.83% | 20.18% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADUS (Addus HomeCare Corporation) | 10/28/2009 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | -19.92 | -1.35 | -1.12 | 15.83 | 20.18 | NA | … | … | -16.47 | -12.12 | 35.00 | -6.67 | 6.40 | -20.14 | 20.44 | 43.22 | 95.06 | -0.71 | 50.56 | -4.08 | 8.11 | 213.99 | 100.28 | -12.93 | -55.43 | 8.36 |
| Sharpe Ratio | NA | -0.70 | -0.08 | -0.10 | 0.38 | NA | NA | … | … | -1.08 | -0.48 | 1.15 | -0.26 | 0.13 | -0.52 | 0.31 | 1.33 | 2.63 | -0.04 | 0.97 | -0.09 | 0.18 | 3.75 | 2.12 | -0.25 | -0.92 | 1.34 |
| Standard Deviation(%) | NA | 30.99 | 29.18 | 35.57 | 39.57 | NA | NA | … | … | 32.08 | 31.76 | 27.61 | 43.00 | 37.96 | 39.15 | 64.17 | 31.38 | 35.58 | 32.43 | 51.43 | 46.90 | 44.98 | 57.08 | 47.70 | 52.17 | 60.49 | 43.49 |
| Draw Down(%) | NA | 25.88 | 33.91 | 33.91 | 53.38 | NA | NA | … | … | 22.66 | 33.91 | 11.61 | 30.80 | 24.75 | 42.71 | 53.38 | 13.42 | 17.07 | 21.16 | 32.98 | 47.00 | 40.67 | 30.21 | 30.75 | 46.72 | 70.37 | 15.85 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADUS (Addus HomeCare Corporation) |
-8.37%
Jan 2021 – Jan 2024 |
-2.19%
Mar 2021 – Mar 2026 |
11.39%
Sep 2013 – Sep 2023 |
18.10%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADUS (Addus HomeCare Corporation) |
104.11%
Oct 2010 – Oct 2013 |
57.91%
Dec 2011 – Dec 2016 |
41.46%
Oct 2010 – Oct 2020 |
27.54%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart