Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CAH (Cardinal Health, Inc.) 0.59% 34.98% 36.62% 31.42% 13.06% 13.73% 10.06% … …
Data as of 06/05/2026, Common starting date is 08/04/1983
More Performance Analytics Comparison
Name Start Date End Date
CAH (Cardinal Health, Inc.) 08/04/1983 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 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983
Annualized Return (%) 4.53 34.98 36.62 31.42 13.06 13.73 10.06 … … 0.59 76.25 19.01 34.15 54.08 -0.40 10.09 18.04 -24.50 -12.65 -17.02 12.54 23.05 66.05 3.83 8.11 21.41 33.12 -39.59 -9.74 -5.82 18.64 -4.72 3.52 -8.32 -35.00 108.42 -36.90 1.00 28.97 59.59 18.06 52.55 57.02 -0.82 14.02 9.18 50.77 52.94 -38.41 -10.97 40.91 -21.43 27.27
Sharpe Ratio NA 0.91 1.33 1.15 0.38 NA NA … … -0.38 2.79 0.71 1.47 1.95 -0.02 0.21 0.59 -0.70 -0.55 -0.65 0.61 1.18 3.54 0.23 0.31 0.89 0.99 -0.99 -0.68 -0.56 0.84 -0.13 0.09 -0.26 -0.77 2.50 -0.91 -0.05 0.83 2.59 0.60 1.51 1.67 -0.10 0.24 0.10 1.29 1.28 -1.06 -0.50 1.08 -1.03 2.50
Standard Deviation(%) NA 29.20 24.42 25.18 29.46 NA NA … … 30.10 26.46 21.64 20.98 27.11 26.95 45.76 28.10 37.26 24.48 26.54 20.40 19.60 18.64 16.67 25.75 24.07 33.50 40.66 19.09 16.70 19.54 43.45 32.60 36.35 49.39 41.60 44.40 52.62 30.32 21.36 23.33 32.68 32.75 33.34 42.26 36.06 34.73 37.28 39.91 30.29 32.68 27.68 29.56
Draw Down(%) NA 20.42 20.42 22.80 46.06 NA NA … … 20.42 12.88 18.14 13.65 20.95 24.69 32.14 25.18 41.45 33.16 26.12 15.35 12.86 11.04 13.22 18.88 17.34 27.68 53.47 24.71 17.64 11.28 50.39 20.75 32.74 39.95 37.37 53.42 40.49 19.49 10.96 16.95 15.27 19.01 27.21 51.58 29.91 23.58 16.92 56.77 38.61 14.86 33.56 13.51
Yield(%) 0.00 1.33 2.39 3.40 2.47 3.91 2.88 … … 0.50 1.72 1.47 2.61 3.81 3.70 3.87 4.26 2.99 2.46 2.48 1.87 2.01 2.84 2.33 2.16 2.34 29.57 0.95 0.70 0.47 0.37 0.20 0.19 0.16 0.15 0.23 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 06/05/2026, Common starting date is 08/04/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAH (Cardinal Health, Inc.) -24.27%
Mar 2006 – Mar 2009 		-14.64%
Jun 2004 – Jun 2009 		-8.38%
Oct 1998 – Oct 2008 		-2.09%
Apr 1998 – Apr 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAH (Cardinal Health, Inc.) 58.13%
Jun 1993 – Jun 1996 		50.99%
Apr 1993 – Apr 1998 		32.68%
Nov 1987 – Nov 1997 		19.33%
Oct 1987 – Oct 2002
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return