Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZN (AstraZeneca PLC) | 2.20% | 30.76% | 10.47% | 12.87% | 15.28% | 13.36% | 10.82% | … | … |
Data as of 06/05/2026, Common starting date is 05/12/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZN (AstraZeneca PLC) | 05/12/1993 | 06/05/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 30.76 | 10.47 | 12.87 | 15.28 | 13.36 | 10.82 | … | … | 2.20 | 43.30 | -0.62 | 1.44 | 19.15 | 19.73 | 3.12 | 35.68 | 13.86 | 33.24 | -15.82 | 6.50 | 23.55 | 33.17 | 8.51 | 6.02 | 3.53 | 20.46 | 0.26 | -17.51 | 13.28 | 36.86 | -23.43 | 40.84 | -23.35 | -7.91 | 28.65 | -6.96 | 24.65 | 28.57 | 43.90 | 41.95 | 10.40 | 23.14 |
| Sharpe Ratio | NA | 1.22 | 0.32 | 0.42 | 0.55 | NA | NA | … | … | 0.10 | 1.61 | -0.20 | -0.10 | 0.65 | 0.89 | 0.08 | 1.54 | 0.67 | 1.29 | -0.64 | 0.28 | 0.85 | 2.26 | 0.53 | 0.25 | 0.15 | 0.71 | -0.02 | -0.94 | 0.43 | 1.93 | -1.02 | 1.36 | -0.58 | -0.36 | 0.66 | -0.37 | 0.59 | 1.14 | 2.06 | 1.77 | 0.42 | 1.57 |
| Standard Deviation(%) | NA | 25.13 | 23.67 | 23.97 | 24.96 | NA | NA | … | … | 25.66 | 25.22 | 20.92 | 22.20 | 27.45 | 22.15 | 36.09 | 22.26 | 18.82 | 25.31 | 25.01 | 23.07 | 27.53 | 14.66 | 16.17 | 24.10 | 23.11 | 28.52 | 42.47 | 22.06 | 22.99 | 17.93 | 23.93 | 29.60 | 41.97 | 29.03 | 37.06 | 28.00 | 35.69 | 21.73 | 19.32 | 21.41 | 17.37 | 22.97 |
| Draw Down(%) | NA | 13.05 | 27.87 | 27.87 | 27.87 | NA | NA | … | … | 13.05 | 16.79 | 27.87 | 17.82 | 24.94 | 15.37 | 24.88 | 13.34 | 11.16 | 18.33 | 24.71 | 16.33 | 16.10 | 10.92 | 14.08 | 20.41 | 15.74 | 24.41 | 30.88 | 26.73 | 19.32 | 9.72 | 28.97 | 15.28 | 43.54 | 17.09 | 24.55 | 26.93 | 34.18 | 21.59 | 7.75 | 10.28 | 21.29 | 11.16 |
| Yield(%) | 0.00 | 3.71 | 2.59 | 3.04 | 5.21 | 6.34 | 5.49 | … | … | 2.37 | 2.38 | 2.17 | 2.09 | 2.49 | 2.77 | 2.78 | 3.70 | 3.96 | 5.05 | 4.19 | 9.37 | 4.78 | 5.80 | 5.97 | 5.82 | 5.08 | 5.15 | 4.48 | 3.25 | 2.80 | 2.83 | 1.70 | 2.23 | 1.70 | 1.53 | 4.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/12/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZN (AstraZeneca PLC) |
-10.47%
Apr 2006 – Apr 2009 |
-5.03%
Feb 2004 – Feb 2009 |
0.01%
Mar 1999 – Mar 2009 |
3.60%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZN (AstraZeneca PLC) |
47.56%
Feb 1995 – Feb 1998 |
36.16%
Jun 1993 – Jun 1998 |
17.89%
May 2012 – May 2022 |
15.24%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart