Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASRT (Assertio Holdings, Inc.) | 158.77% | 133.53% | -36.81% | -2.65% | -32.58% | -18.77% | -12.78% | … | … |
Data as of 06/03/2026, Common starting date is 12/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASRT (Assertio Holdings, Inc.) | 12/03/1997 | 06/03/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 133.53 | -36.81 | -2.65 | -32.58 | -18.77 | -12.78 | … | … | 158.77 | -30.15 | -18.69 | -75.12 | 97.25 | 51.39 | -71.20 | -65.37 | -55.16 | -55.33 | -0.61 | 12.54 | 52.27 | 70.92 | 19.50 | -18.55 | 89.85 | 103.03 | -49.39 | -5.51 | -42.50 | 11.11 | -23.84 | 254.50 | -71.01 | 57.71 | -27.08 | -23.81 | 85.29 | 13.33 |
| Sharpe Ratio | NA | 2.28 | -0.52 | -0.07 | -0.40 | NA | NA | … | … | 15.80 | -0.63 | -0.29 | -0.74 | 1.12 | 0.49 | -0.67 | -0.58 | -0.99 | -0.82 | -0.01 | 0.17 | 1.01 | 1.98 | 0.53 | -0.26 | 1.59 | 1.17 | -0.53 | -0.08 | -0.90 | 0.15 | -0.43 | 3.95 | -0.80 | 0.86 | -0.29 | -0.18 | 0.83 | 2.59 |
| Standard Deviation(%) | NA | 55.77 | 79.38 | 82.47 | 85.80 | NA | NA | … | … | 58.10 | 52.58 | 75.84 | 106.81 | 86.25 | 104.47 | 106.40 | 115.12 | 56.98 | 68.80 | 57.00 | 75.44 | 51.96 | 35.78 | 36.87 | 72.01 | 56.55 | 87.85 | 94.86 | 110.93 | 51.02 | 59.00 | 57.85 | 64.17 | 90.13 | 65.42 | 106.46 | 149.63 | 98.97 | 163.22 |
| Draw Down(%) | NA | 37.66 | 91.85 | 93.08 | 99.49 | NA | NA | … | … | 9.73 | 39.77 | 53.71 | 86.68 | 47.25 | 82.38 | 77.63 | 87.63 | 62.17 | 78.60 | 32.37 | 53.70 | 34.24 | 26.92 | 29.60 | 57.57 | 36.39 | 52.83 | 76.92 | 65.07 | 57.98 | 35.93 | 56.37 | 34.10 | 84.19 | 33.51 | 69.17 | 85.71 | 52.63 | 35.48 |
| 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 |
Data as of 06/03/2026, Common starting date is 12/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRT (Assertio Holdings, Inc.) |
-67.19%
Oct 2016 – Oct 2019 |
-60.92%
Sep 2016 – Sep 2021 |
-40.34%
Jul 2015 – Jul 2025 |
-22.20%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASRT (Assertio Holdings, Inc.) |
78.70%
Jul 2012 – Jul 2015 |
61.58%
Jul 2010 – Jul 2015 |
19.86%
Sep 2006 – Sep 2016 |
16.65%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart