Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGX (Quest Diagnostics Incorporated) | 14.03% | 14.87% | 15.76% | 11.01% | 11.90% | 10.58% | 8.13% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGX (Quest Diagnostics Incorporated) | 12/26/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 14.87 | 15.76 | 11.01 | 11.90 | 10.58 | 8.13 | … | … | 14.03 | 17.20 | 11.77 | -10.05 | -7.35 | 47.86 | 14.11 | 31.97 | -13.84 | 8.07 | 31.89 | 8.35 | 28.06 | -6.24 | 1.50 | 8.38 | -9.96 | 17.23 | -1.07 | 0.57 | 3.67 | 8.87 | 32.63 | 28.47 | -20.64 | 0.99 | 16.16 | 71.58 | 5.56 | 11.57 | -0.82 |
| Sharpe Ratio | NA | 0.57 | 0.58 | 0.36 | 0.43 | NA | NA | … | … | 1.35 | 0.63 | 0.40 | -0.75 | -0.35 | 2.29 | 0.33 | 1.57 | -0.65 | 0.48 | 1.71 | 0.35 | 1.50 | -0.34 | 0.08 | 0.31 | -0.47 | 0.64 | -0.06 | -0.13 | 0.01 | 0.39 | 1.82 | 0.91 | -0.47 | -0.03 | 0.08 | 1.95 | 0.07 | 0.24 | -7.08 |
| Standard Deviation(%) | NA | 22.43 | 21.26 | 21.73 | 23.78 | NA | NA | … | … | 24.68 | 22.68 | 20.15 | 18.38 | 25.42 | 20.89 | 41.33 | 19.40 | 23.63 | 15.50 | 18.48 | 24.11 | 18.73 | 18.29 | 19.21 | 26.72 | 21.36 | 26.62 | 36.84 | 19.75 | 26.51 | 16.85 | 17.40 | 30.40 | 46.47 | 51.41 | 156.10 | 35.01 | 29.13 | 33.21 | 7.54 |
| Draw Down(%) | NA | 11.55 | 16.57 | 28.27 | 36.60 | NA | NA | … | … | 11.55 | 9.78 | 12.44 | 21.58 | 28.27 | 14.03 | 36.60 | 7.40 | 30.31 | 18.35 | 14.42 | 23.58 | 9.45 | 17.13 | 12.94 | 24.22 | 29.13 | 17.62 | 28.64 | 11.31 | 24.11 | 15.96 | 10.09 | 20.81 | 46.55 | 44.34 | 75.72 | 18.20 | 36.24 | 20.97 | 0.82 |
| Yield(%) | 0.00 | 1.88 | 2.28 | 2.34 | 3.30 | 3.60 | 2.92 | … | … | 0.96 | 2.09 | 2.10 | 1.79 | 1.98 | 2.00 | 2.09 | 3.23 | 1.97 | 1.95 | 2.23 | 2.13 | 2.44 | 2.05 | 1.18 | 0.73 | 0.65 | 0.76 | 0.77 | 0.78 | 0.76 | 1.08 | 1.66 | 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 12/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGX (Quest Diagnostics Incorporated) |
-20.19%
Feb 1997 – Feb 2000 |
-4.15%
Aug 2006 – Aug 2011 |
3.08%
Apr 2002 – Apr 2012 |
4.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGX (Quest Diagnostics Incorporated) |
46.80%
Jan 2000 – Jan 2003 |
42.60%
Feb 2000 – Feb 2005 |
21.49%
Feb 2000 – Feb 2010 |
16.20%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart