Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSTM (HealthStream, Inc.) | 9.97% | -10.33% | 2.98% | -0.52% | 0.39% | 5.09% | 10.23% | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSTM (HealthStream, Inc.) | 04/11/2000 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.68 | -10.33 | 2.98 | -0.52 | 0.39 | 5.09 | 10.23 | … | … | 9.97 | -27.13 | 18.12 | 9.33 | -5.77 | 20.70 | -19.71 | 12.63 | 8.71 | -7.54 | 13.86 | -25.37 | -9.65 | 34.22 | 31.76 | 129.48 | 103.54 | 69.53 | -33.43 | -11.39 | 69.53 | -13.06 | 3.08 | 84.40 | 28.18 | 10.00 | -88.24 |
| Sharpe Ratio | NA | -0.43 | -0.02 | -0.11 | -0.01 | NA | NA | … | … | 0.53 | -0.96 | 0.61 | 0.22 | -0.22 | 0.75 | -0.44 | 0.47 | 0.26 | -0.21 | 0.36 | -0.76 | -0.22 | 0.88 | 0.66 | 2.36 | 2.30 | 1.02 | -0.54 | -0.29 | 1.00 | -0.24 | 0.03 | 0.92 | 0.25 | 0.06 | -0.57 |
| Standard Deviation(%) | NA | 29.25 | 29.00 | 29.09 | 31.97 | NA | NA | … | … | 37.05 | 31.23 | 23.88 | 25.60 | 32.79 | 27.52 | 44.81 | 23.83 | 28.68 | 39.12 | 38.12 | 33.59 | 44.00 | 38.81 | 48.46 | 54.82 | 45.05 | 67.76 | 62.97 | 50.68 | 66.42 | 64.90 | 63.64 | 91.00 | 107.97 | 131.42 | 172.43 |
| Draw Down(%) | NA | 32.06 | 41.44 | 41.44 | 42.70 | NA | NA | … | … | 14.13 | 32.05 | 13.05 | 25.09 | 28.23 | 24.17 | 34.46 | 15.43 | 26.98 | 27.58 | 22.30 | 33.70 | 38.95 | 23.44 | 27.02 | 28.11 | 18.74 | 29.17 | 42.57 | 45.57 | 50.30 | 52.25 | 45.33 | 46.24 | 58.42 | 57.00 | 92.59 |
| Yield(%) | 0.00 | 0.47 | 0.54 | 0.31 | 0.55 | 0.74 | 1.84 | … | … | 0.31 | 0.39 | 0.42 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 4.24 | 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 06/04/2026, Common starting date is 04/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSTM (HealthStream, Inc.) |
-30.05%
May 2000 – May 2003 |
-7.85%
May 2000 – May 2005 |
-5.04%
Sep 2013 – Sep 2023 |
4.99%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSTM (HealthStream, Inc.) |
126.34%
Mar 2009 – Mar 2012 |
73.84%
Oct 2008 – Oct 2013 |
41.25%
Sep 2002 – Sep 2012 |
24.25%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart