Performance Comparison
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
