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
ELMD (Electromed, Inc.) 26.10% 82.23% 44.34% 27.40% 22.69% 17.03% NA
Data as of 06/04/2026, Common starting date is 08/13/2010
More Performance Analytics Comparison
Name Start Date End Date
ELMD (Electromed, Inc.) 08/13/2010 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
Annualized Return (%) -6.54 82.23 44.34 27.40 22.69 17.03 NA 26.10 -3.55 168.01 4.00 -19.31 32.52 13.41 69.94 -16.14 56.44 104.21 -28.84 -21.47 151.85 -60.87 -2.82 -10.80
Sharpe Ratio NA 1.61 0.85 0.62 0.44 NA NA 1.52 -0.13 3.08 -0.01 -0.62 0.80 0.17 0.85 -0.81 0.72 0.77 -0.91 -0.55 1.22 -1.17 -0.46 -1.01
Standard Deviation(%) NA 51.13 50.66 45.61 52.22 NA NA 56.62 51.14 53.16 43.74 33.61 40.54 77.24 54.69 46.60 52.20 90.29 52.04 72.06 109.31 68.30 46.63 49.90
Draw Down(%) NA 23.27 48.86 48.86 55.84 NA NA 23.27 48.86 24.32 32.06 33.86 25.12 55.84 20.36 28.26 31.52 39.72 41.82 69.71 48.89 66.67 22.04 18.34
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
Data as of 06/04/2026, Common starting date is 08/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELMD (Electromed, Inc.) -34.14%
Oct 2010 – Oct 2013
-13.93%
Jan 2011 – Jan 2016
9.03%
Oct 2010 – Oct 2020
13.43%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELMD (Electromed, Inc.) 75.92%
Aug 2013 – Aug 2016
55.92%
Jul 2015 – Jul 2020
33.84%
Jan 2016 – Jan 2026
16.66%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return