Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFU (InfuSystem Holdings, Inc.) | 3.01% | 55.82% | 0.47% | -13.49% | 12.40% | 10.21% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFU (InfuSystem Holdings, Inc.) | 12/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | 55.82 | 0.47 | -13.49 | 12.40 | 10.21 | NA | … | … | 3.01 | 6.04 | -22.77 | 21.43 | -49.03 | -9.32 | 120.16 | 138.95 | 49.57 | -9.80 | -15.56 | -4.13 | 47.20 | 42.67 | -6.83 | -30.90 | 5.91 | -6.38 | -43.37 | 5.06 |
| Sharpe Ratio | NA | 1.12 | -0.05 | -0.29 | 0.18 | NA | NA | … | … | 0.00 | 0.06 | -0.56 | 0.38 | -0.83 | -0.18 | 1.84 | 3.01 | 1.26 | -0.17 | -0.23 | -0.11 | 0.92 | 0.96 | -0.15 | -0.45 | 0.12 | -0.06 | -0.68 | NA |
| Standard Deviation(%) | NA | 52.89 | 51.33 | 53.90 | 55.47 | NA | NA | … | … | 54.10 | 54.99 | 52.93 | 45.35 | 60.58 | 50.84 | 64.89 | 46.29 | 38.15 | 60.65 | 69.59 | 38.61 | 51.24 | 44.43 | 46.27 | 68.18 | 46.91 | 105.61 | 64.76 | 0.00 |
| Draw Down(%) | NA | 31.17 | 58.22 | 78.13 | 79.49 | NA | NA | … | … | 23.91 | 46.53 | 44.97 | 35.93 | 62.51 | 44.42 | 51.49 | 15.85 | 16.67 | 49.02 | 56.16 | 21.59 | 38.23 | 30.43 | 38.67 | 69.67 | 24.56 | 36.67 | 54.76 | 0.00 |
| 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 |
Data as of 06/05/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFU (InfuSystem Holdings, Inc.) |
-31.00%
Jun 2021 – Jun 2024 |
-17.37%
Jan 2008 – Jan 2013 |
-5.50%
Jan 2008 – Jan 2018 |
4.19%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFU (InfuSystem Holdings, Inc.) |
101.62%
Apr 2018 – Apr 2021 |
56.73%
Nov 2016 – Nov 2021 |
33.28%
Oct 2011 – Oct 2021 |
11.73%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart