Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCSG (Healthcare Services Group, Inc.) | 6.96% | 43.51% | 14.42% | -6.11% | -4.47% | 3.91% | 6.93% | … | … |
Data as of 06/04/2026, Common starting date is 11/29/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCSG (Healthcare Services Group, Inc.) | 11/29/1983 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 43.51 | 14.42 | -6.11 | -4.47 | 3.91 | 6.93 | … | … | 6.96 | 68.93 | 11.09 | -13.58 | -28.72 | -34.54 | 19.55 | -37.74 | -22.39 | 36.77 | 15.11 | 15.16 | 11.72 | 25.52 | 35.33 | 12.91 | -21.10 | 40.35 | -22.13 | 68.05 | 42.74 | 1.05 | 10.15 | 48.62 | 26.60 | 61.57 | -8.93 | -23.29 | 8.42 | 26.25 | 6.67 | -30.56 | 14.89 | 17.50 | -28.57 | -5.62 | 15.58 | 94.94 | 9.72 | -30.77 | -20.61 | 53.52 | 190.91 | 6.45 |
| Sharpe Ratio | NA | 0.99 | 0.24 | -0.20 | -0.15 | NA | NA | … | … | 0.35 | 1.53 | 0.12 | -0.48 | -0.71 | -0.94 | 0.31 | -0.93 | -0.77 | 1.75 | 0.70 | 0.77 | 0.61 | 1.16 | 1.30 | 0.35 | -0.44 | 1.18 | -0.41 | 1.20 | 1.33 | -0.02 | 0.21 | 1.49 | 0.61 | 1.10 | -0.18 | -0.57 | 0.15 | 0.53 | 0.07 | -0.63 | 0.27 | 0.24 | -0.41 | -0.16 | 0.23 | 2.43 | 0.09 | -0.58 | -0.51 | 1.04 | 3.58 | 1.78 |
| Standard Deviation(%) | NA | 43.37 | 41.94 | 41.06 | 40.32 | NA | NA | … | … | 50.20 | 43.96 | 39.45 | 37.24 | 42.75 | 36.89 | 61.64 | 41.90 | 30.80 | 20.80 | 21.21 | 19.60 | 19.07 | 21.89 | 27.38 | 36.61 | 47.67 | 34.09 | 56.07 | 54.47 | 29.73 | 53.41 | 44.13 | 32.18 | 41.82 | 55.15 | 71.09 | 46.69 | 34.57 | 42.76 | 46.91 | 54.76 | 43.73 | 63.69 | 74.37 | 58.01 | 45.11 | 36.67 | 58.11 | 60.00 | 48.53 | 46.66 | 51.10 | 55.15 |
| Draw Down(%) | NA | 19.88 | 39.96 | 70.47 | 81.03 | NA | NA | … | … | 19.88 | 21.39 | 24.38 | 42.54 | 37.65 | 49.80 | 42.21 | 50.79 | 35.03 | 9.69 | 16.05 | 14.01 | 15.19 | 14.83 | 17.93 | 30.07 | 37.09 | 11.54 | 46.69 | 13.85 | 15.27 | 37.55 | 37.62 | 19.48 | 31.75 | 23.89 | 61.61 | 42.39 | 28.47 | 16.49 | 29.14 | 47.20 | 22.34 | 31.82 | 55.26 | 42.22 | 48.54 | 17.24 | 37.78 | 59.23 | 40.14 | 31.67 | 20.75 | 9.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.84 | 1.36 | 3.66 | 6.23 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.79 | 2.94 | 3.37 | 2.01 | 1.50 | 1.95 | 2.69 | 2.31 | 2.46 | 2.85 | 3.68 | 3.85 | 4.19 | 4.66 | 2.78 | 2.12 | 2.18 | 2.08 | 2.08 | 0.97 | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/29/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSG (Healthcare Services Group, Inc.) |
-31.72%
Jan 2021 – Jan 2024 |
-24.88%
Nov 2018 – Nov 2023 |
-15.23%
May 1990 – May 2000 |
-7.40%
Feb 1986 – Feb 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCSG (Healthcare Services Group, Inc.) |
65.73%
May 1988 – May 1991 |
39.66%
Apr 2000 – Apr 2005 |
29.76%
Oct 2000 – Oct 2010 |
23.61%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart