Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAX (Baxter International Inc.) | 1.41% | -34.85% | -20.91% | -23.59% | -6.42% | -1.30% | 1.64% | … | … |
Data as of 06/04/2026, Common starting date is 10/27/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAX (Baxter International Inc.) | 10/27/1981 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | -34.85 | -20.91 | -23.59 | -6.42 | -1.30 | 1.64 | … | … | 1.41 | -32.30 | -22.40 | -21.91 | -39.58 | 8.48 | -2.95 | 28.40 | 2.89 | 47.30 | 17.58 | -2.07 | 8.40 | 7.28 | 38.43 | 0.07 | -11.57 | 11.75 | -6.25 | 26.80 | 24.82 | 10.63 | 15.25 | 11.20 | -46.80 | 22.85 | 49.01 | -2.33 | 27.51 | 23.02 | -2.09 | 48.23 | 15.90 | -24.71 | -19.06 | 43.50 | 11.50 | 41.84 | -22.53 | 18.18 | 22.22 | 20.00 | -43.55 | -3.88 | 44.40 | 7.20 |
| Sharpe Ratio | NA | -0.84 | -0.65 | -0.77 | -0.27 | NA | NA | … | … | -0.13 | -0.79 | -0.97 | -0.78 | -1.34 | 0.46 | -0.09 | 1.33 | 0.06 | 3.53 | 0.83 | -0.10 | 0.59 | 0.43 | 2.21 | 0.00 | -0.48 | 0.45 | -0.23 | 1.11 | 1.16 | 0.50 | 0.73 | 0.27 | -0.97 | 0.75 | 1.18 | -0.19 | 0.77 | 0.57 | -0.20 | 1.96 | 0.50 | -0.86 | -0.88 | 1.48 | 0.22 | 1.54 | -0.85 | 0.28 | 0.62 | 0.46 | -1.47 | -0.37 | 1.25 | 1.60 |
| Standard Deviation(%) | NA | 48.54 | 37.54 | 34.55 | 29.77 | NA | NA | … | … | 48.85 | 45.35 | 26.88 | 33.22 | 30.59 | 18.50 | 37.05 | 20.30 | 23.69 | 13.27 | 21.01 | 20.07 | 14.31 | 16.71 | 17.55 | 25.80 | 24.43 | 25.73 | 31.77 | 21.32 | 18.48 | 16.87 | 19.61 | 39.56 | 49.35 | 27.57 | 38.11 | 30.30 | 31.40 | 33.73 | 28.59 | 22.52 | 25.76 | 31.19 | 24.32 | 26.70 | 27.03 | 23.27 | 32.24 | 49.15 | 28.61 | 31.34 | 34.42 | 27.20 | 29.11 | 24.57 |
| Draw Down(%) | NA | 49.79 | 65.90 | 80.61 | 81.15 | NA | NA | … | … | 29.02 | 51.76 | 33.17 | 38.39 | 43.45 | 15.89 | 23.10 | 14.57 | 20.87 | 5.62 | 10.99 | 23.17 | 12.06 | 13.55 | 18.10 | 23.10 | 33.77 | 22.48 | 31.61 | 14.66 | 10.09 | 10.65 | 14.40 | 40.51 | 59.36 | 17.21 | 23.31 | 22.72 | 15.70 | 26.74 | 16.19 | 11.34 | 13.10 | 37.45 | 23.36 | 14.29 | 21.05 | 10.26 | 36.23 | 36.91 | 26.63 | 24.81 | 51.02 | 31.74 | 13.79 | 4.89 |
| Yield(%) | 0.05 | 0.67 | 1.73 | 1.08 | 1.91 | 2.76 | 3.81 | … | … | 0.10 | 1.78 | 2.68 | 2.27 | 1.32 | 1.36 | 1.13 | 1.30 | 1.09 | 1.37 | 1.36 | 2.00 | 2.96 | 2.84 | 3.11 | 2.50 | 2.02 | 1.94 | 1.58 | 1.55 | 1.52 | 1.68 | 1.93 | 2.03 | 1.10 | 1.30 | 6.32 | 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 10/27/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAX (Baxter International Inc.) |
-28.90%
Nov 2022 – Nov 2025 |
-26.06%
Mar 2021 – Mar 2026 |
-7.35%
Apr 2016 – Apr 2026 |
-1.85%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAX (Baxter International Inc.) |
34.34%
Sep 2015 – Sep 2018 |
27.51%
Mar 2003 – Mar 2008 |
16.89%
May 2010 – May 2020 |
15.43%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart