Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ENSG (The Ensign Group, Inc.) | 6.36% | 4.62% | 23.56% | 26.05% | 28.98% | 28.60% | NA | 26.59% |
Data as of 07/15/2025, AR inception is 11/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENSG (The Ensign Group, Inc.) | 11/09/2007 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.19 | 4.62 | 23.56 | 26.05 | 28.98 | 28.60 | NA | 26.59 | 6.36 | 18.62 | 18.89 | 13.01 | 15.43 | 61.39 | 34.24 | 75.77 | 0.83 | -1.04 | 106.31 | 2.25 | 67.38 | 14.75 | 1.85 | 68.76 | -3.67 | 22.47 | -9.92 |
| Sharpe Ratio | NA | 0.20 | 0.91 | 0.93 | 0.66 | NA | NA | 0.56 | 0.48 | 0.69 | 0.71 | 0.38 | 0.47 | 0.85 | 1.01 | 2.16 | 0.01 | -0.04 | 1.46 | 0.04 | 3.03 | 0.61 | 0.04 | 2.27 | -0.08 | 0.29 | -0.86 |
| Standard Deviation(%) | NA | 26.31 | 24.37 | 28.70 | 42.07 | NA | NA | 43.84 | 28.91 | 21.60 | 21.60 | 30.92 | 32.44 | 72.00 | 32.37 | 34.66 | 30.11 | 33.34 | 72.73 | 53.68 | 22.26 | 24.32 | 51.09 | 30.25 | 50.10 | 72.66 | 65.36 |
| Draw Down(%) | NA | 23.49 | 23.49 | 27.83 | 53.09 | NA | NA | 54.32 | 19.40 | 15.38 | 13.58 | 24.59 | 27.83 | 53.09 | 25.95 | 24.06 | 22.46 | 23.46 | 25.85 | 40.00 | 7.37 | 17.83 | 40.29 | 15.37 | 32.58 | 47.68 | 27.29 |
| Yield(%) | 0.00 | 0.18 | 0.32 | 0.51 | 0.83 | 4.88 | 4.65 | 5.47 | 0.09 | 0.21 | 0.25 | 0.26 | 0.28 | 0.45 | 0.54 | 0.84 | 0.83 | 0.80 | 1.31 | 2.51 | 3.69 | 3.88 | 3.78 | 5.16 | 4.21 | 4.70 | 0.97 |
Data as of 07/15/2025, AR inception is 11/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENSG (The Ensign Group, Inc.) |
3.88%
Jun 2011 - Jun 2014 |
18.40%
Dec 2007 - Dec 2012 |
23.42%
Dec 2007 - Dec 2017 |
26.09%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENSG (The Ensign Group, Inc.) |
60.47%
Mar 2018 - Mar 2021 |
50.26%
Jun 2014 - Jun 2019 |
35.58%
Aug 2014 - Aug 2024 |
31.95%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison Chart