Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVA (DaVita Inc.) | 69.15% | 40.53% | 24.68% | 9.82% | 9.58% | 16.00% | 14.51% | … | … |
Data as of 06/04/2026, Common starting date is 10/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVA (DaVita Inc.) | 10/31/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 40.53 | 24.68 | 9.82 | 9.58 | 16.00 | 14.51 | … | … | 69.15 | -23.78 | 42.75 | 40.30 | -34.36 | -3.10 | 56.47 | 45.80 | -28.78 | 12.54 | -7.90 | -7.96 | 19.52 | 129.33 | 45.80 | 9.09 | 18.30 | 18.50 | -12.03 | -0.93 | 12.32 | 28.11 | 128.06 | 58.09 | 0.90 | 42.77 | 156.07 | -77.38 | 7.50 | 26.44 | 20.83 | 47.24 |
| Sharpe Ratio | NA | 0.98 | 0.66 | 0.20 | 0.23 | NA | NA | … | … | 5.01 | -0.87 | 1.33 | 1.01 | -0.75 | -0.11 | 1.36 | 1.39 | -0.99 | 0.40 | -0.38 | -0.51 | 1.28 | 1.74 | 2.41 | 0.32 | 0.85 | 0.65 | -0.32 | -0.18 | 0.35 | 1.25 | 2.72 | 2.16 | -0.01 | 0.88 | 1.45 | -0.69 | 0.07 | 0.53 | 0.45 | 17.05 |
| Standard Deviation(%) | NA | 40.55 | 36.13 | 37.72 | 34.95 | NA | NA | … | … | 53.82 | 31.21 | 29.40 | 36.66 | 47.68 | 27.68 | 41.26 | 31.87 | 30.47 | 29.70 | 21.32 | 15.72 | 15.21 | 74.48 | 19.19 | 28.50 | 21.40 | 28.35 | 39.91 | 22.94 | 25.93 | 20.61 | 46.67 | 26.54 | 33.01 | 46.76 | 104.92 | 116.51 | 54.30 | 42.37 | 38.02 | 57.16 |
| Draw Down(%) | NA | 31.36 | 41.43 | 51.10 | 51.10 | NA | NA | … | … | 9.46 | 35.73 | 15.36 | 35.04 | 46.98 | 29.36 | 26.56 | 26.67 | 39.11 | 23.11 | 29.68 | 19.52 | 6.79 | 18.05 | 11.02 | 32.14 | 14.71 | 20.17 | 28.91 | 16.38 | 21.04 | 9.27 | 14.92 | 23.72 | 25.53 | 25.32 | 64.35 | 80.13 | 47.40 | 25.05 | 30.08 | 12.61 |
| Yield(%) | 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 | 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVA (DaVita Inc.) |
-55.86%
Feb 1997 – Feb 2000 |
-17.04%
Nov 1995 – Nov 2000 |
3.23%
Oct 2013 – Oct 2023 |
8.76%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVA (DaVita Inc.) |
92.85%
Apr 2000 – Apr 2003 |
99.60%
Feb 2000 – Feb 2005 |
47.53%
Apr 2000 – Apr 2010 |
44.65%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart