Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ISRG (Intuitive Surgical, Inc.) | -3.83% | 10.30% | 31.81% | 17.01% | 23.28% | 18.95% | 25.29% | 24.67% |
Data as of 07/23/2025, AR inception is 06/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISRG (Intuitive Surgical, Inc.) | 06/16/2000 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -2.09 | 10.30 | 31.81 | 17.01 | 23.28 | 18.95 | 25.29 | 24.67 | -3.83 | 58.55 | 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 | 0.63 | 1.03 | 0.52 | 0.75 | NA | NA | 0.49 | -0.11 | 2.00 | 0.80 | -0.62 | 1.15 | 0.83 | 0.01 | 0.29 | 2.81 | -0.85 | -0.68 | 0.52 | -1.14 | -0.47 | 1.82 | -0.99 | 2.33 | -1.09 | 4.52 | -0.85 | 2.95 | 2.43 | 0.30 | -0.96 | -0.03 | -0.31 |
| Standard Deviation(%) | NA | 33.90 | 31.78 | 32.92 | 31.72 | NA | NA | 47.92 | 38.38 | 26.23 | 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 | 26.03 | 27.17 | 49.90 | 49.90 | NA | NA | 82.25 | 26.03 | 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 07/23/2025, AR inception 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