Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCA (HCA Healthcare, Inc.) | -22.38% | -4.56% | 10.81% | 12.04% | 17.36% | 19.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCA (HCA Healthcare, Inc.) | 03/11/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.87 | -4.56 | 10.81 | 12.04 | 17.36 | 19.47 | NA | … | … | -22.38 | 56.71 | 11.75 | 13.83 | -5.64 | 57.58 | 11.89 | 20.24 | 43.37 | 18.67 | 9.45 | -7.85 | 53.83 | 58.14 | 70.99 | -29.21 |
| Sharpe Ratio | NA | -0.07 | 0.39 | 0.35 | 0.50 | NA | NA | … | … | -1.35 | 1.97 | 0.33 | 0.47 | -0.16 | 2.16 | 0.19 | 0.70 | 1.65 | 0.89 | 0.35 | -0.26 | 2.07 | 2.26 | 2.02 | -0.65 |
| Standard Deviation(%) | NA | 26.94 | 26.15 | 30.16 | 32.73 | NA | NA | … | … | 31.41 | 27.44 | 24.69 | 21.80 | 43.20 | 26.65 | 60.54 | 27.01 | 25.63 | 20.40 | 26.26 | 30.42 | 25.94 | 25.68 | 35.52 | 53.33 |
| Draw Down(%) | NA | 30.46 | 30.46 | 39.49 | 54.74 | NA | NA | … | … | 30.46 | 14.17 | 28.25 | 26.74 | 39.49 | 13.78 | 54.74 | 22.13 | 20.62 | 17.98 | 15.17 | 32.00 | 14.34 | 14.28 | 16.04 | 49.89 |
| Yield(%) | 0.00 | 0.77 | 0.99 | 1.16 | 2.11 | 4.57 | 3.72 | … | … | 0.17 | 0.97 | 0.96 | 0.99 | 0.88 | 1.17 | 0.52 | 1.31 | 1.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 30.04 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCA (HCA Healthcare, Inc.) |
1.25%
Mar 2017 – Mar 2020 |
1.92%
Jun 2015 – Jun 2020 |
15.10%
Jul 2015 – Jul 2025 |
19.57%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCA (HCA Healthcare, Inc.) |
63.46%
Sep 2011 – Sep 2014 |
36.33%
Aug 2011 – Aug 2016 |
32.22%
Aug 2011 – Aug 2021 |
21.17%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart