Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCAT (Health Catalyst, Inc.) | -19.25% | -49.74% | -45.53% | -49.02% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCAT (Health Catalyst, Inc.) | 07/26/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 39.86 | -49.74 | -45.53 | -49.02 | NA | NA | NA | … | … | -19.25 | -65.77 | -23.54 | -12.89 | -73.17 | -8.98 | 25.45 | -9.40 |
| Sharpe Ratio | NA | -0.83 | -0.78 | -0.79 | NA | NA | NA | … | … | -0.84 | -1.03 | -0.45 | -0.32 | -0.85 | -0.25 | 0.40 | -0.31 |
| Standard Deviation(%) | NA | 79.49 | 68.29 | 69.06 | NA | NA | NA | … | … | 90.48 | 67.36 | 66.92 | 54.73 | 88.38 | 35.85 | 62.31 | 69.19 |
| Draw Down(%) | NA | 75.96 | 93.02 | 98.29 | NA | NA | NA | … | … | 60.00 | 72.64 | 51.12 | 54.54 | 83.96 | 37.45 | 52.66 | 45.63 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAT (Health Catalyst, Inc.) |
-53.71%
Apr 2023 – Apr 2026 |
-53.56%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAT (Health Catalyst, Inc.) |
-22.12%
Apr 2020 – Apr 2023 |
-23.78%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart