Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESTA (Establishment Labs Holdings Inc.) | 4.95% | 105.73% | 4.55% | 0.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESTA (Establishment Labs Holdings Inc.) | 07/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.81 | 105.73 | 4.55 | 0.23 | NA | NA | NA | … | … | 4.95 | 65.94 | 77.44 | -60.56 | -2.87 | 79.57 | 36.08 | 0.88 | 10.79 |
| Sharpe Ratio | NA | 1.75 | -0.01 | -0.08 | NA | NA | NA | … | … | -0.19 | 0.81 | 1.10 | -1.02 | -0.07 | 1.39 | 0.35 | -0.52 | -0.01 |
| Standard Deviation(%) | NA | 57.82 | 70.40 | 64.32 | NA | NA | NA | … | … | 51.73 | 79.21 | 65.21 | 63.88 | 61.13 | 57.11 | 102.52 | 43.32 | 48.96 |
| Draw Down(%) | NA | 31.35 | 70.21 | 75.42 | NA | NA | NA | … | … | 31.35 | 42.24 | 42.53 | 71.43 | 40.90 | 32.90 | 73.91 | 38.73 | 25.35 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESTA (Establishment Labs Holdings Inc.) |
-24.59%
Apr 2022 – Apr 2025 |
-2.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESTA (Establishment Labs Holdings Inc.) |
67.36%
Mar 2020 – Mar 2023 |
23.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart