Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICUI (ICU Medical, Inc.) | -5.43% | 2.72% | -10.47% | -8.10% | 2.33% | 8.22% | 6.27% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICUI (ICU Medical, Inc.) | 03/31/1992 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 2.72 | -10.47 | -8.10 | 2.33 | 8.22 | 6.27 | … | … | -5.43 | -8.06 | 55.57 | -36.66 | -33.65 | 10.65 | 14.63 | -18.51 | 6.31 | 46.59 | 30.65 | 37.70 | 28.55 | 4.56 | 35.40 | 23.29 | 0.16 | 9.96 | -7.97 | -11.48 | 3.75 | 43.42 | -20.27 | -8.07 | 25.46 | 47.72 | 97.54 | -30.68 | 77.78 | 57.14 | -53.68 | 9.68 | -4.62 | 68.10 | 39.76 |
| Sharpe Ratio | NA | -0.05 | -0.26 | -0.27 | 0.03 | NA | NA | … | … | -0.40 | -0.18 | 1.17 | -0.91 | -0.95 | 0.33 | 0.35 | -0.42 | 0.16 | 2.00 | 1.03 | 1.25 | 1.10 | 0.17 | 1.88 | 0.78 | 0.00 | 0.30 | -0.17 | -0.52 | 0.02 | 1.20 | -0.60 | -0.18 | 0.60 | 1.09 | 1.44 | -0.58 | 1.64 | 0.03 | -0.79 | 0.12 | -0.13 | 0.94 | 0.70 |
| Standard Deviation(%) | NA | 37.47 | 42.62 | 40.48 | 37.88 | NA | NA | … | … | 36.40 | 41.83 | 41.61 | 45.41 | 36.86 | 32.46 | 40.78 | 47.62 | 31.47 | 23.14 | 29.46 | 30.18 | 26.01 | 26.33 | 18.94 | 29.80 | 25.57 | 32.99 | 51.93 | 28.09 | 27.20 | 34.26 | 35.64 | 47.97 | 40.28 | 42.35 | 65.07 | 58.36 | 45.29 | 53.98 | 71.94 | 48.35 | 58.27 | 69.89 | 76.49 |
| Draw Down(%) | NA | 27.18 | 58.22 | 68.82 | 73.82 | NA | NA | … | … | 27.18 | 37.26 | 16.66 | 61.23 | 44.88 | 16.06 | 25.96 | 40.99 | 31.19 | 11.16 | 23.33 | 16.24 | 18.14 | 19.82 | 8.05 | 21.40 | 17.64 | 25.26 | 39.89 | 26.77 | 20.00 | 25.50 | 45.73 | 38.80 | 38.65 | 16.03 | 36.21 | 47.16 | 26.92 | 27.59 | 71.81 | 36.76 | 45.95 | 47.83 | 34.88 |
| 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 | 7.50 | 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 03/31/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICUI (ICU Medical, Inc.) |
-23.50%
Jan 2021 – Jan 2024 |
-18.26%
Nov 2018 – Nov 2023 |
-0.98%
Feb 2002 – Feb 2012 |
1.91%
Mar 1993 – Mar 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICUI (ICU Medical, Inc.) |
52.42%
Jun 1997 – Jun 2000 |
42.50%
Feb 1997 – Feb 2002 |
29.07%
Jun 2008 – Jun 2018 |
17.61%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart