Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLF (Herbalife Ltd.) | -11.64% | 48.50% | -1.23% | -27.14% | -9.42% | -5.26% | 1.45% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLF (Herbalife Ltd.) | 12/16/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.17 | 48.50 | -1.23 | -27.14 | -9.42 | -5.26 | 1.45 | … | … | -11.64 | 99.25 | -56.09 | 2.55 | -63.65 | -14.82 | 0.80 | -19.13 | 74.10 | 40.67 | -10.22 | 42.23 | -52.10 | 138.92 | -36.25 | 51.15 | 68.52 | 87.13 | -46.18 | 0.30 | 23.49 | 100.12 | 10.39 |
| Sharpe Ratio | NA | 0.81 | -0.05 | -0.46 | -0.21 | NA | NA | … | … | -0.33 | 1.39 | -0.93 | -0.03 | -1.04 | -0.39 | 0.01 | -1.44 | 2.04 | 0.73 | -1.18 | 0.46 | -1.15 | 2.61 | -1.03 | 0.82 | 1.62 | 1.23 | -1.04 | -0.49 | 0.03 | 2.20 | 24.32 |
| Standard Deviation(%) | NA | 59.48 | 63.99 | 60.66 | 49.76 | NA | NA | … | … | 57.76 | 70.85 | 67.52 | 52.24 | 62.51 | 37.74 | 53.41 | 29.38 | 25.69 | 29.40 | 37.55 | 51.23 | 61.35 | 46.13 | 53.62 | 39.62 | 30.74 | 55.56 | 63.32 | 44.62 | 35.69 | 35.95 | 45.52 |
| Draw Down(%) | NA | 40.08 | 72.73 | 90.79 | 91.69 | NA | NA | … | … | 40.08 | 29.97 | 58.79 | 46.07 | 72.19 | 35.84 | 51.04 | 45.26 | 14.16 | 17.66 | 29.44 | 21.22 | 54.58 | 24.07 | 64.15 | 18.56 | 17.32 | 46.61 | 69.92 | 25.95 | 29.12 | 15.75 | 4.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 1.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 3.73 | 2.29 | 1.82 | 2.18 | 3.68 | 2.03 | 1.53 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLF (Herbalife Ltd.) |
-49.55%
Jan 2022 – Jan 2025 |
-32.48%
Dec 2019 – Dec 2024 |
-12.43%
Feb 2014 – Feb 2024 |
-5.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLF (Herbalife Ltd.) |
116.76%
Feb 2009 – Feb 2012 |
60.91%
Feb 2009 – Feb 2014 |
33.64%
Feb 2009 – Feb 2019 |
17.72%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison Chart