Select Page
Performance Comparison
Comparison Box

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