Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSIC (Henry Schein, Inc.) | 2.47% | 9.90% | 0.96% | 0.04% | 3.61% | 9.08% | 8.87% | … | … |
Data as of 06/05/2026, Common starting date is 11/03/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSIC (Henry Schein, Inc.) | 11/03/1995 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 9.90 | 0.96 | 0.04 | 3.61 | 9.08 | 8.87 | … | … | 2.47 | 10.01 | -6.99 | -5.21 | 3.02 | 15.96 | 0.21 | 8.34 | 12.36 | -7.88 | -4.10 | 16.19 | 19.16 | 42.08 | 24.82 | 4.95 | 16.71 | 43.36 | -40.24 | 25.36 | 12.24 | 25.33 | 3.05 | 50.18 | 21.52 | 6.95 | 160.09 | -70.25 | 27.86 | 1.82 | 16.53 | 29.67 |
| Sharpe Ratio | NA | 0.27 | -0.09 | -0.10 | 0.07 | NA | NA | … | … | 0.13 | 0.26 | -0.52 | -0.42 | 0.06 | 0.62 | 0.00 | -0.65 | -0.35 | -1.23 | -1.72 | -0.13 | 0.04 | 1.76 | 0.36 | -0.50 | -0.09 | 0.85 | -1.56 | 0.16 | -0.56 | 0.21 | -0.68 | 1.05 | 0.05 | -0.30 | 1.46 | -0.59 | 1.53 | -1.19 | 0.41 | 6.43 |
| Standard Deviation(%) | NA | 27.21 | 25.93 | 25.38 | 28.16 | NA | NA | … | … | 26.44 | 28.40 | 26.13 | 22.94 | 25.84 | 25.66 | 44.34 | 23.02 | 26.28 | 22.17 | 22.21 | 17.83 | 14.87 | 13.37 | 17.43 | 27.21 | 20.56 | 29.15 | 38.17 | 20.68 | 18.12 | 20.81 | 24.35 | 29.43 | 33.91 | 48.42 | 62.61 | 76.45 | 40.03 | 37.52 | 45.01 | 54.30 |
| Draw Down(%) | NA | 17.23 | 24.59 | 32.70 | 41.42 | NA | NA | … | … | 17.23 | 24.27 | 20.67 | 30.52 | 28.51 | 16.76 | 41.42 | 17.49 | 20.11 | 28.71 | 19.11 | 14.12 | 7.90 | 5.70 | 8.12 | 20.54 | 17.78 | 12.94 | 47.42 | 11.94 | 8.94 | 13.16 | 27.28 | 23.31 | 27.23 | 21.37 | 27.33 | 76.75 | 44.28 | 36.20 | 27.30 | 10.78 |
| 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 | 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 06/05/2026, Common starting date is 11/03/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSIC (Henry Schein, Inc.) |
-32.00%
Nov 1996 – Nov 1999 |
-3.22%
Oct 1996 – Oct 2001 |
3.08%
Oct 2015 – Oct 2025 |
7.97%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSIC (Henry Schein, Inc.) |
60.77%
Jul 2000 – Jul 2003 |
43.76%
Jul 2000 – Jul 2005 |
24.08%
Apr 2000 – Apr 2010 |
22.66%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart