Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMED (Amedisys Inc) NA 3.24% -6.40% -15.20% 8.33% 10.07% 4.67%
Data as of 08/14/2025, Common starting date is 08/17/1994
More Performance Analytics Comparison
Name Start Date End Date
AMED (Amedisys Inc) 08/17/1994 08/14/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 0.11 3.24 -6.40 -15.20 8.33 10.07 4.67 11.23 -5.37 13.79 -48.39 -44.81 75.73 42.53 122.18 23.65 8.42 33.97 100.62 29.35 3.67 -67.43 -31.07 17.56 -14.80 47.61 3.76 30.41 113.65 150.99 -13.71 61.15 215.91 -52.17 -36.11 -37.93 -10.77 20.37 -3.57
Sharpe Ratio NA 0.01 -0.39 -0.51 0.18 NA NA 1.87 -0.88 0.33 -1.00 -1.02 1.49 0.58 2.57 0.12 -0.67 0.38 1.62 0.21 -0.27 -1.29 -0.87 -0.02 -0.57 0.78 -0.44 0.16 1.73 2.84 -0.54 0.37 1.62 -0.36 -0.30 -0.65 -0.19 0.27 -0.33
Standard Deviation(%) NA 12.07 24.74 34.18 38.09 NA NA 8.47 13.68 28.86 49.81 43.78 50.31 33.13 39.10 37.47 38.39 40.52 50.65 51.79 55.16 66.59 57.07 62.56 59.93 32.93 42.52 57.83 54.23 46.37 61.69 111.54 118.93 154.11 130.49 63.68 75.45 61.50 38.56
Draw Down(%) NA 14.90 45.07 77.79 77.79 NA NA 2.93 14.90 30.44 55.01 56.61 32.08 22.09 24.26 29.04 30.55 25.65 24.57 28.63 39.08 74.82 63.25 49.59 47.42 12.53 34.21 26.03 28.57 29.64 62.39 64.29 40.00 67.65 71.08 42.74 47.30 36.17 8.47
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 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 08/14/2025, Common starting date is 08/17/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMED (Amedisys Inc) -47.14%
Aug 1995 – Aug 1998
-28.45%
Nov 1994 – Nov 1999
-7.62%
Apr 2004 – Apr 2014
2.35%
Jul 2008 – Jul 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMED (Amedisys Inc) 112.89%
Jan 2003 – Jan 2006
90.49%
Nov 1999 – Nov 2004
44.52%
Jul 1999 – Jul 2009
22.64%
Dec 1999 – Dec 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return