Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HEWA (Healthwarehouse.Com) 27.27% 40.00% -13.99% -3.81% -9.97% -21.34% NA
Data as of 06/03/2026, Common starting date is 08/27/2009
More Performance Analytics Comparison
Name Start Date End Date
HEWA (Healthwarehouse.Com) 08/27/2009 06/03/2026
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
Annualized Return (%) 0.00 40.00 -13.99 -3.81 -9.97 -21.34 NA 27.27 50.00 -42.86 -26.32 26.67 0.00 -16.67 -33.33 -40.00 55.17 81.25 77.78 -74.29 -91.76 -27.97 114.55 52.78 -30.77
Sharpe Ratio NA 0.22 -0.12 -0.05 -0.08 NA NA 0.49 0.33 -0.47 -0.27 0.23 0.00 -0.11 -0.26 -0.35 0.37 0.47 0.33 -0.28 -0.35 -0.32 1.17 0.29 -0.40
Standard Deviation(%) NA 166.14 127.51 121.89 132.69 NA NA 158.79 143.87 105.73 115.89 110.79 129.58 158.56 131.49 116.74 148.62 174.12 235.29 261.49 264.41 87.83 97.62 183.36 162.56
Draw Down(%) NA 55.56 69.57 74.07 89.86 NA NA 46.67 50.00 53.33 56.52 44.44 41.67 57.14 64.44 68.66 56.52 53.19 73.33 91.38 94.82 59.30 57.18 50.00 53.33
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 08/27/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HEWA (Healthwarehouse.Com) -76.29%
Mar 2012 – Mar 2015
-54.90%
Apr 2012 – Apr 2017
-31.94%
Apr 2012 – Apr 2022
-24.29%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HEWA (Healthwarehouse.Com) 86.09%
Mar 2015 – Mar 2018
18.13%
Sep 2015 – Sep 2020
4.14%
Oct 2015 – Oct 2025
-16.99%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return