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
HRC (Hill-Rom Holdings Inc) NA 67.39% 19.09% 23.92% 18.46% 12.63% 10.55% … …
Data as of 12/13/2021, Common starting date is 06/01/1972
More Performance Analytics Comparison
Name Start Date End Date
HRC (Hill-Rom Holdings Inc) 06/01/1972 12/13/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972
Annualized Return (%) 0.14 67.39 19.09 23.92 18.46 12.63 10.55 … … 60.40 -12.84 28.21 5.05 50.14 16.81 5.35 10.35 45.05 -15.41 -14.43 64.11 45.75 -44.96 -2.11 15.22 -11.04 -10.51 28.46 -12.59 7.32 62.52 -44.29 11.11 41.21 7.01 22.07 -33.33 5.38 12.06 85.53 -13.14 42.86 23.74 6.17 74.30 27.38 -16.00 30.72 50.74 54.37 -7.39 20.34 53.25 -9.41 10.39 57.14 -38.75 -39.39 11.86
Sharpe Ratio NA 2.81 0.58 0.83 0.68 NA NA … … 2.91 -0.29 0.22 -0.70 1.67 -0.64 -0.65 -0.34 1.36 -1.02 -0.77 1.55 0.60 -1.47 -1.22 -0.39 -1.60 -1.11 0.45 -1.23 -0.55 -0.15 -0.46 1.52 -0.25 0.42 -2.12 -1.32 0.22 0.45 4.31 -0.60 1.98 0.98 0.18 2.51 0.98 -0.55 1.54 1.76 2.46 -0.32 0.99 2.08 -0.41 0.39 1.51 -0.98 -1.01 1.01
Standard Deviation(%) NA 22.73 31.90 27.93 26.77 NA NA … … 22.20 44.76 22.49 23.73 18.58 27.14 20.37 24.31 19.50 33.40 42.94 29.36 45.31 43.78 19.85 18.24 20.08 27.04 20.24 26.39 25.93 40.95 41.74 29.25 22.16 21.83 18.86 24.02 23.88 26.56 19.75 21.97 21.62 24.20 33.77 29.42 28.07 29.19 19.88 28.62 22.00 23.28 20.51 25.55 23.14 26.34 37.62 39.39 38.82 21.39
Draw Down(%) NA 8.67 35.46 35.46 35.46 NA NA … … 8.67 35.46 12.41 16.18 13.52 15.26 19.17 20.45 11.44 29.64 42.35 16.27 47.55 53.26 22.80 14.20 20.90 32.07 13.53 28.90 15.08 23.65 53.63 23.88 11.79 20.00 14.45 37.86 24.48 18.73 8.85 34.11 13.06 22.46 31.56 21.53 20.10 30.00 13.57 16.18 11.55 26.06 18.30 23.70 25.26 23.16 25.00 51.58 45.59 17.69
Yield(%) 0.00 1.00 0.93 1.48 2.18 1.96 2.14 … … 0.73 0.77 0.99 0.95 1.27 1.44 1.41 1.49 1.82 1.46 1.11 1.69 2.43 1.55 2.01 2.29 2.05 1.76 1.90 1.85 1.64 2.55 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 0.00 0.00 0.00
Data as of 12/13/2021, Common starting date is 06/01/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRC (Hill-Rom Holdings Inc) -29.05%
Mar 2006 – Mar 2009 		-21.32%
Mar 2004 – Mar 2009 		-7.07%
Mar 1999 – Mar 2009 		-4.18%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRC (Hill-Rom Holdings Inc) 53.87%
Feb 2009 – Feb 2012 		38.47%
Mar 1982 – Mar 1987 		29.51%
Feb 1982 – Feb 1992 		26.72%
Oct 1977 – Oct 1992
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return