Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZNCF (AstraZeneca PLC) | 17.60% | 56.98% | 14.85% | 18.11% | 16.67% | 14.46% | NA | … | … |
Data as of 04/08/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZNCF (AstraZeneca PLC) | 02/17/2009 | 04/08/2026 |
| 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 (%) | 1.76 | 56.98 | 14.85 | 18.11 | 16.67 | 14.46 | NA | … | … | 17.60 | 40.14 | -1.69 | 0.95 | 20.38 | 17.94 | 2.78 | 42.38 | 18.20 | 25.83 | -16.44 | -0.56 | 26.79 | 32.44 | 9.30 | 6.96 | 6.42 | 25.72 |
| Sharpe Ratio | NA | 1.62 | 0.34 | 0.45 | 0.47 | NA | NA | … | … | 2.42 | 0.97 | -0.15 | -0.09 | 0.51 | 0.57 | 0.06 | 1.57 | 0.73 | 0.91 | -0.59 | -0.03 | 0.95 | 1.90 | 0.45 | 0.26 | 0.27 | 1.17 |
| Standard Deviation(%) | NA | 33.48 | 35.24 | 35.01 | 32.25 | NA | NA | … | … | 33.63 | 38.54 | 35.83 | 29.90 | 37.68 | 31.35 | 39.27 | 25.98 | 23.08 | 27.81 | 28.25 | 22.92 | 28.27 | 17.08 | 20.58 | 26.73 | 23.08 | 25.47 |
| Draw Down(%) | NA | 12.02 | 28.74 | 28.74 | 28.74 | NA | NA | … | … | 12.02 | 18.19 | 28.74 | 20.13 | 25.66 | 17.43 | 23.67 | 14.41 | 11.54 | 16.84 | 26.03 | 13.49 | 17.30 | 11.11 | 14.23 | 18.01 | 13.83 | 18.60 |
| Yield(%) | 0.00 | 2.39 | 2.44 | 3.31 | 5.17 | 6.38 | 6.94 | … | … | 1.17 | 4.03 | 1.57 | 2.30 | 2.51 | 2.78 | 2.80 | 3.84 | 4.01 | 5.12 | 4.56 | 4.41 | 5.25 | 6.56 | 6.82 | 6.45 | 5.83 | 1.78 |
Data as of 04/08/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZNCF (AstraZeneca PLC) |
-4.57%
Apr 2014 – Apr 2017 |
3.46%
Apr 2014 – Apr 2019 |
9.80%
Dec 2014 – Dec 2024 |
11.79%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZNCF (AstraZeneca PLC) |
29.74%
Aug 2017 – Aug 2020 |
25.65%
Apr 2009 – Apr 2014 |
17.41%
Feb 2016 – Feb 2026 |
15.35%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart