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
COO (The Cooper Companies, Inc.) -17.84% -5.39% -8.66% -6.37% 5.16% 9.06% 9.03%
Data as of 06/05/2026, Common starting date is 01/21/1983
More Performance Analytics Comparison
Name Start Date End Date
COO (The Cooper Companies, Inc.) 01/21/1983 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 (%) 10.01 -5.39 -8.66 -6.37 5.16 9.06 9.03 -17.84 -10.13 -2.40 14.47 -21.06 15.33 13.10 26.27 16.84 24.59 30.40 -17.18 30.94 33.98 31.25 25.28 48.02 133.08 -56.81 -14.50 -13.15 -27.24 49.92 88.66 0.41 25.88 33.04 45.62 -49.39 136.96 130.00 11.11 227.27 -45.00 -62.96 -6.90 11.54 -39.53 -36.76 -51.43 -35.78 65.15 8.20 -20.12
Sharpe Ratio NA -0.26 -0.41 -0.32 0.12 NA NA -1.46 -0.35 -0.37 0.45 -0.66 0.69 0.32 1.28 0.57 1.16 1.43 -0.71 1.36 1.74 1.38 0.63 1.93 2.93 -0.93 -0.69 -0.58 -0.79 1.76 2.65 -0.02 0.60 0.72 0.72 -0.98 3.69 3.26 0.10 1.67 -0.30 -0.77 -0.17 0.10 -0.69 -0.69 -0.74 -0.86 1.74 0.03 -0.66
Standard Deviation(%) NA 30.56 29.15 29.15 27.96 NA NA 26.86 37.54 24.59 22.78 34.10 22.25 40.13 19.47 27.12 20.83 21.11 24.23 22.70 19.46 22.88 39.81 24.80 45.36 61.82 25.59 28.43 37.34 27.76 33.23 41.31 39.75 40.31 58.53 53.55 35.95 38.37 75.51 134.18 155.92 84.92 63.30 64.70 65.35 59.94 75.21 46.38 34.44 50.62 41.33
Draw Down(%) NA 30.05 46.97 48.24 48.24 NA NA 30.05 35.32 17.35 22.76 41.95 18.07 32.37 17.66 17.38 14.52 16.01 31.06 11.06 11.44 18.34 31.76 15.02 19.96 73.52 33.33 24.98 45.15 12.82 12.05 28.34 22.80 28.20 43.20 71.64 22.78 20.95 46.43 46.67 75.00 77.14 47.83 47.37 58.14 66.95 66.03 46.90 21.40 36.92 45.46
Yield(%) 0.00 0.00 0.00 0.01 0.03 0.07 0.11 0.00 0.00 0.00 0.02 0.01 0.02 0.02 0.02 0.03 0.03 0.05 0.04 0.05 0.06 0.08 0.11 0.16 0.32 0.08 0.14 0.12 0.09 0.13 0.23 0.33 0.50 0.54 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 01/21/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COO (The Cooper Companies, Inc.) -54.09%
Jun 1990 – Jun 1993
-49.09%
May 1988 – May 1993
-34.53%
Jun 1983 – Jun 1993
-9.73%
Apr 1984 – Apr 1999
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COO (The Cooper Companies, Inc.) 122.15%
Jan 1994 – Jan 1997
100.51%
May 1993 – May 1998
51.24%
Jun 1993 – Jun 2003
32.43%
May 1993 – May 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return