Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BCR (C.R. Bard Inc) NA 48.32% 25.78% 28.34% 14.08% 18.58% 17.95% 14.55%
Data as of 12/29/2017, AR inception is 04/05/1983
More Performance Analytics Comparison
Name Start Date End Date
BCR (C.R. Bard Inc) 04/05/1983 12/29/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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
Annualized Return (%) -0.31 48.32 25.78 28.34 14.08 18.58 17.95 14.55 47.97 19.16 14.28 25.17 38.07 15.22 -6.13 18.81 -6.76 -10.50 15.05 26.81 3.81 58.94 42.02 -8.60 40.91 -10.53 8.76 61.31 14.28 -11.41 22.04 9.42 -22.20 10.07 83.74 -21.19 -2.18 35.17 -3.78 66.79 98.71 -33.72 -16.26
Sharpe Ratio NA 2.40 1.29 1.54 0.67 NA NA 0.40 2.39 0.99 0.70 1.38 2.50 0.97 -0.23 1.08 -0.30 -0.40 0.60 1.13 0.09 2.63 2.17 -0.33 1.19 -0.40 0.16 1.79 0.39 -0.59 0.98 0.25 -0.59 0.20 1.85 -0.62 -0.25 0.99 -0.17 1.73 3.62 -1.17 -0.77
Standard Deviation(%) NA 19.87 19.69 18.58 20.78 NA NA 29.01 19.91 18.98 20.23 18.17 15.22 15.84 26.22 17.40 23.14 28.62 20.30 20.88 17.81 22.03 19.06 29.18 32.92 36.79 35.31 32.41 27.80 24.88 18.62 25.78 41.17 38.81 42.91 42.39 31.69 30.75 44.87 36.08 25.83 34.57 35.56
Draw Down(%) NA 3.61 14.55 14.55 28.70 NA NA 56.75 3.61 14.55 10.46 8.58 5.64 11.86 27.01 12.99 20.20 23.49 10.90 11.14 15.37 10.29 7.67 28.00 24.56 35.27 28.27 20.61 29.88 27.60 10.96 26.34 38.98 32.77 20.18 40.60 23.43 19.20 41.00 26.02 13.38 47.14 32.46
Yield(%) 0.00 0.46 0.58 0.95 0.86 1.32 2.59 1.62 0.46 0.54 0.55 0.65 0.81 0.90 0.80 0.89 0.78 0.67 0.70 0.82 0.77 0.86 1.52 1.38 1.83 1.61 1.61 2.42 2.52 2.13 2.31 2.27 1.65 1.63 2.71 1.89 1.56 1.32 1.17 1.17 2.27 1.20 0.71
Data as of 12/29/2017, AR inception is 04/05/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCR (C.R. Bard Inc) -14.66%
Aug 1987 - Aug 1990 		-0.31%
Jan 1992 - Jan 1997 		2.93%
Feb 1987 - Feb 1997 		7.26%
Jan 1987 - Jan 2002
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCR (C.R. Bard Inc) 60.28%
Jul 1984 - Jul 1987 		34.77%
Nov 1984 - Nov 1989 		21.59%
Jan 1998 - Jan 2008 		19.26%
Nov 1984 - Nov 1999
Annualized Rolling Returns Comparison Chart