Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMBC (Embecta Corp.) | -72.42% | -66.89% | -47.34% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMBC (Embecta Corp.) | 03/22/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.31 | -66.89 | -47.34 | NA | NA | NA | NA | … | … | -72.42 | -39.64 | 13.54 | -23.11 | -45.62 |
| Sharpe Ratio | NA | -0.68 | -0.68 | NA | NA | NA | NA | … | … | -0.69 | -0.79 | 0.16 | -0.56 | -0.94 |
| Standard Deviation(%) | NA | 99.50 | 74.52 | NA | NA | NA | NA | … | … | 140.55 | 54.18 | 62.74 | 48.16 | 59.92 |
| Draw Down(%) | NA | 80.53 | 88.42 | NA | NA | NA | NA | … | … | 77.10 | 54.55 | 47.05 | 59.99 | 48.94 |
| Yield(%) | 0.00 | 4.54 | 2.22 | 0.96 | 0.48 | 0.32 | 0.24 | … | … | 1.37 | 2.96 | 3.15 | 2.37 | 0.64 |
Data as of 06/10/2026, Common starting date is 03/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBC (Embecta Corp.) |
-48.27%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBC (Embecta Corp.) |
-18.27%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart