Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LH (Labcorp Holdings Inc.) | 4.86% | 3.97% | 13.19% | 3.77% | 7.80% | 7.26% | 7.98% | … | … |
Data as of 06/04/2026, Common starting date is 03/29/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LH (Labcorp Holdings Inc.) | 03/29/1990 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 3.97 | 13.19 | 3.77 | 7.80 | 7.26 | 7.98 | … | … | 4.86 | 10.62 | 2.22 | 13.83 | -24.41 | 54.37 | 3.37 | 33.88 | -20.78 | 24.25 | 3.83 | 14.59 | 18.09 | 5.48 | 0.76 | -2.22 | 17.48 | 16.19 | -14.72 | 2.80 | 36.43 | 8.09 | 34.83 | 58.99 | -42.51 | -8.13 | 377.29 | 168.18 | -21.43 | -39.13 | -69.33 | -29.25 | -6.47 | -18.65 | -37.79 | 168.56 | 6.66 |
| Sharpe Ratio | NA | 0.17 | 0.46 | 0.02 | 0.23 | NA | NA | … | … | 0.35 | 0.32 | -0.06 | 0.54 | -0.89 | 2.45 | 0.06 | 1.62 | -0.93 | 1.49 | 0.17 | 0.70 | 0.98 | 0.31 | 0.04 | -0.09 | 0.89 | 0.69 | -0.54 | -0.01 | 2.39 | 0.36 | 1.60 | 1.98 | -0.63 | -0.23 | 6.80 | 2.92 | -0.31 | -0.59 | -1.15 | -0.87 | -0.24 | -0.54 | -0.84 | 3.16 | 0.05 |
| Standard Deviation(%) | NA | 22.76 | 21.84 | 23.39 | 27.18 | NA | NA | … | … | 23.29 | 24.02 | 21.79 | 18.84 | 29.05 | 22.17 | 54.18 | 19.95 | 24.01 | 15.90 | 21.29 | 20.88 | 18.51 | 17.79 | 17.83 | 24.54 | 19.43 | 23.28 | 29.09 | 25.29 | 13.88 | 16.40 | 21.17 | 29.37 | 69.18 | 46.40 | 54.87 | 56.53 | 79.91 | 72.48 | 63.37 | 38.04 | 40.22 | 38.70 | 47.79 | 51.80 | 67.69 |
| Draw Down(%) | NA | 15.22 | 17.36 | 34.61 | 52.69 | NA | NA | … | … | 13.41 | 17.36 | 16.65 | 17.29 | 34.61 | 11.92 | 50.32 | 10.29 | 36.21 | 8.18 | 18.36 | 16.63 | 9.64 | 18.29 | 13.49 | 24.64 | 10.81 | 18.50 | 32.50 | 16.71 | 5.54 | 10.32 | 16.74 | 12.38 | 63.08 | 36.47 | 15.43 | 26.92 | 57.14 | 65.63 | 72.00 | 46.72 | 29.34 | 34.44 | 42.41 | 21.09 | 41.67 |
| Yield(%) | 0.27 | 1.13 | 1.54 | 1.03 | 0.90 | 0.81 | 0.99 | … | … | 0.57 | 1.26 | 1.24 | 1.31 | 0.72 | 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 | 0.56 | 1.82 | 1.35 | 1.84 | 13.74 |
Data as of 06/04/2026, Common starting date is 03/29/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LH (Labcorp Holdings Inc.) |
-56.72%
Aug 1995 – Aug 1998 |
-41.27%
Aug 1993 – Aug 1998 |
-8.57%
Nov 1992 – Nov 2002 |
0.33%
Dec 1991 – Dec 2006 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LH (Labcorp Holdings Inc.) |
140.14%
Aug 1998 – Aug 2001 |
61.56%
Nov 1998 – Nov 2003 |
38.52%
Aug 1998 – Aug 2008 |
26.51%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart