Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISRG (Intuitive Surgical, Inc.) | -26.05% | -24.94% | 9.67% | 8.61% | 19.48% | 17.40% | 19.34% | … | … |
Data as of 06/04/2026, Common starting date is 06/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISRG (Intuitive Surgical, Inc.) | 06/16/2000 | 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 (%) | -1.14 | -24.94 | 9.67 | 8.61 | 19.48 | 17.40 | 19.34 | … | … | -26.05 | 10.70 | 54.72 | 27.14 | -26.15 | 31.76 | 38.39 | 23.43 | 31.23 | 72.64 | 16.11 | 3.26 | 37.72 | -21.68 | 5.91 | 79.64 | -15.05 | 138.94 | -60.68 | 236.81 | -18.22 | 193.03 | 134.17 | 38.72 | -38.58 | 18.00 | -6.85 |
| Sharpe Ratio | NA | -0.87 | 0.27 | 0.18 | 0.56 | NA | NA | … | … | -1.77 | 0.22 | 1.95 | 0.83 | -0.62 | 1.15 | 0.83 | 0.79 | 0.90 | 3.79 | 0.76 | 0.14 | 1.02 | -0.62 | 0.22 | 2.37 | -0.45 | 2.69 | -0.83 | 4.91 | -0.45 | 3.27 | 2.82 | 0.60 | -0.66 | 0.16 | -0.15 |
| Standard Deviation(%) | NA | 30.32 | 30.37 | 33.02 | 32.29 | NA | NA | … | … | 30.06 | 35.82 | 26.20 | 28.72 | 44.30 | 27.63 | 45.52 | 27.96 | 33.31 | 19.08 | 21.05 | 22.41 | 36.81 | 35.17 | 26.91 | 33.54 | 33.93 | 51.64 | 73.71 | 47.89 | 47.81 | 58.39 | 47.23 | 63.75 | 60.57 | 95.96 | 109.79 |
| Draw Down(%) | NA | 29.40 | 31.44 | 49.90 | 49.90 | NA | NA | … | … | 29.40 | 29.63 | 8.55 | 27.17 | 49.15 | 16.35 | 40.52 | 21.78 | 24.33 | 10.69 | 14.60 | 18.37 | 34.83 | 39.02 | 19.68 | 22.30 | 36.21 | 35.56 | 68.42 | 19.12 | 35.89 | 21.19 | 19.95 | 44.30 | 47.16 | 63.03 | 68.87 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRG (Intuitive Surgical, Inc.) |
-26.48%
Jul 2000 – Jul 2003 |
4.50%
Jul 2008 – Jul 2013 |
12.55%
Jun 2012 – Jun 2022 |
13.62%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISRG (Intuitive Surgical, Inc.) |
128.91%
Feb 2003 – Feb 2006 |
106.43%
Feb 2003 – Feb 2008 |
52.45%
Feb 2003 – Feb 2013 |
40.84%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart