Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITGR (Integer Holdings Corporation) | 17.28% | -23.92% | 3.63% | 1.29% | 10.54% | 9.09% | 7.62% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITGR (Integer Holdings Corporation) | 09/29/2000 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.91 | -23.92 | 3.63 | 1.29 | 10.54 | 9.09 | 7.62 | … | … | 17.28 | -40.48 | 36.01 | 44.73 | -20.01 | 5.42 | 0.94 | 5.47 | 68.34 | 53.82 | -38.44 | 6.50 | 11.44 | 90.32 | 5.16 | -8.50 | 25.63 | -27.33 | 32.40 | -25.76 | 3.50 | 16.01 | -46.96 | 44.76 | -19.09 | 27.78 | 23.51 |
| Sharpe Ratio | NA | -0.58 | 0.01 | -0.08 | 0.23 | NA | NA | … | … | 1.21 | -0.90 | 1.07 | 1.32 | -0.54 | 0.18 | 0.01 | 0.14 | 1.89 | 1.80 | -0.64 | 0.21 | 0.56 | 3.92 | 0.24 | -0.25 | 1.06 | -0.74 | 0.59 | -0.90 | 0.01 | 0.42 | -0.92 | 1.32 | -0.45 | 0.47 | 1.57 |
| Standard Deviation(%) | NA | 47.95 | 36.75 | 36.14 | 40.38 | NA | NA | … | … | 29.08 | 49.01 | 27.88 | 30.93 | 39.79 | 30.24 | 63.15 | 28.50 | 35.50 | 29.67 | 59.94 | 30.69 | 20.22 | 23.03 | 21.42 | 33.97 | 24.17 | 36.98 | 53.02 | 32.01 | 35.95 | 33.11 | 52.18 | 33.42 | 45.11 | 55.35 | 81.70 |
| Draw Down(%) | NA | 48.51 | 56.14 | 56.14 | 56.14 | NA | NA | … | … | 7.24 | 56.14 | 14.65 | 25.55 | 41.51 | 19.99 | 52.29 | 26.49 | 20.99 | 18.22 | 62.06 | 20.76 | 16.61 | 11.95 | 19.54 | 34.84 | 15.68 | 34.95 | 33.04 | 45.32 | 29.07 | 28.14 | 67.46 | 21.08 | 45.03 | 38.19 | 24.87 |
| 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 06/05/2026, Common starting date is 09/29/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITGR (Integer Holdings Corporation) |
-16.16%
Oct 2001 – Oct 2004 |
-13.68%
Jun 2003 – Jun 2008 |
-4.79%
Dec 2001 – Dec 2011 |
-1.38%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITGR (Integer Holdings Corporation) |
57.96%
Jul 2016 – Jul 2019 |
34.54%
Jul 2016 – Jul 2021 |
17.75%
Feb 2009 – Feb 2019 |
15.23%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart