Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EHC (Encompass Health Corporation) | -1.64% | -13.68% | 19.16% | 5.98% | 13.80% | 12.94% | 10.50% | … | … |
Data as of 06/05/2026, Common starting date is 09/24/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EHC (Encompass Health Corporation) | 09/24/1986 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | -13.68 | 19.16 | 5.98 | 13.80 | 12.94 | 10.50 | … | … | -1.64 | 15.67 | 39.17 | 12.62 | -6.99 | -20.14 | 52.09 | 14.23 | 26.87 | 22.35 | 21.32 | -6.89 | 17.90 | 59.53 | 19.47 | -14.68 | 10.34 | 71.26 | -47.81 | -7.28 | -7.55 | -21.97 | 36.82 | 9.29 | -71.66 | -9.15 | 203.49 | -65.18 | -44.37 | 43.69 | 32.62 | 59.79 | 44.37 | -4.27 | -25.00 | 111.00 | 44.93 | 84.00 | -25.00 | 49.25 | 31.37 |
| Sharpe Ratio | NA | -0.53 | 0.78 | 0.10 | 0.44 | NA | NA | … | … | -0.08 | 0.48 | 1.72 | 0.40 | -0.23 | -0.85 | 1.05 | 0.51 | 1.05 | 1.07 | 0.78 | -0.23 | 0.75 | 2.76 | 0.66 | -0.32 | 0.34 | 1.48 | -0.79 | -0.32 | -0.31 | -0.69 | 0.72 | 0.02 | -0.77 | -0.25 | 2.87 | -1.04 | -0.68 | 1.02 | 0.84 | 1.47 | 1.13 | -0.11 | -0.51 | 3.02 | 0.97 | 2.56 | -0.75 | 0.86 | 5.32 |
| Standard Deviation(%) | NA | 26.16 | 23.81 | 27.10 | 28.73 | NA | NA | … | … | 29.90 | 26.55 | 20.70 | 22.59 | 36.25 | 23.79 | 49.30 | 25.17 | 24.49 | 20.34 | 27.20 | 29.86 | 23.93 | 21.52 | 29.77 | 46.33 | 30.07 | 48.10 | 61.45 | 33.07 | 35.55 | 34.99 | 49.63 | 392.21 | 94.96 | 47.02 | 69.44 | 65.96 | 70.01 | 38.99 | 34.26 | 37.99 | 36.45 | 55.95 | 53.84 | 35.27 | 40.25 | 30.47 | 39.49 | 52.32 | 32.18 |
| Draw Down(%) | NA | 26.09 | 26.09 | 46.20 | 47.87 | NA | NA | … | … | 15.49 | 16.54 | 11.01 | 18.45 | 38.55 | 35.78 | 39.54 | 15.24 | 27.44 | 12.96 | 14.97 | 30.33 | 13.40 | 9.53 | 18.07 | 49.40 | 22.83 | 42.18 | 60.87 | 41.39 | 33.33 | 41.56 | 38.93 | 98.37 | 80.75 | 34.48 | 34.09 | 71.79 | 72.80 | 19.48 | 21.57 | 21.64 | 23.72 | 53.55 | 57.24 | 23.61 | 37.25 | 14.14 | 40.74 | 50.00 | 15.19 |
| Yield(%) | 0.00 | 0.61 | 1.06 | 0.75 | 2.21 | 2.98 | 2.66 | … | … | 0.36 | 0.76 | 0.70 | 1.01 | 1.02 | 1.08 | 1.62 | 1.80 | 2.02 | 2.36 | 2.71 | 2.98 | 2.34 | 1.63 | 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 06/05/2026, Common starting date is 09/24/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EHC (Encompass Health Corporation) |
-74.89%
Mar 2000 – Mar 2003 |
-68.29%
Mar 1998 – Mar 2003 |
-31.57%
Mar 1993 – Mar 2003 |
-18.68%
Mar 1988 – Mar 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EHC (Encompass Health Corporation) |
281.32%
Mar 2003 – Mar 2006 |
108.64%
Mar 2003 – Mar 2008 |
50.24%
Mar 2003 – Mar 2013 |
39.13%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart