Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLTC (HealthCare Inc) | 22.91% | -3.83% | 7.03% | 143.80% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLTC (HealthCare Inc) | 03/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.53 | -3.83 | 7.03 | 143.80 | NA | NA | NA | … | … | 22.91 | -4.74 | 187.46 | -53.96 | 70.13 | 3,700.98 |
| Sharpe Ratio | NA | 0.08 | 0.03 | 0.19 | NA | NA | NA | … | … | 1.01 | -0.04 | 0.43 | -0.15 | 0.05 | 7.10 |
| Standard Deviation(%) | NA | 117.16 | 317.92 | 796.62 | NA | NA | NA | … | … | 136.91 | 186.84 | 423.16 | 384.31 | 1,265.79 | 1,218.53 |
| Draw Down(%) | NA | 41.85 | 94.33 | 99.98 | NA | NA | NA | … | … | 41.45 | 74.61 | 94.33 | 73.77 | 99.97 | 99.95 |
| 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 |
Data as of 06/03/2026, Common starting date is 03/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTC (HealthCare Inc) |
-20.53%
Feb 2022 – Feb 2025 |
143.80%
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 |
|---|---|---|---|---|
| HLTC (HealthCare Inc) |
876.41%
Nov 2021 – Nov 2024 |
151.35%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart