Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTGHY (Life Healthcare Group Holdings) | -9.63% | -5.22% | 9.64% | -4.34% | -2.56% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTGHY (Life Healthcare Group Holdings) | 06/28/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.43 | -5.22 | 9.64 | -4.34 | -2.56 | NA | NA | … | … | -9.63 | 5.79 | 40.62 | 3.75 | -32.56 | 32.95 | -35.27 | 1.31 | -11.97 | 4.82 | 18.44 | -36.61 | -4.30 | 7.34 |
| Sharpe Ratio | NA | 0.03 | 0.24 | -0.09 | -0.07 | NA | NA | … | … | -0.23 | 0.07 | 0.86 | 0.00 | -1.01 | 1.01 | -0.61 | 0.00 | -0.24 | 0.07 | 0.42 | -1.16 | -0.13 | 0.30 |
| Standard Deviation(%) | NA | 49.77 | 43.82 | 40.12 | 46.72 | NA | NA | … | … | 57.88 | 45.43 | 42.91 | 33.58 | 33.90 | 32.66 | 57.57 | 39.97 | 55.10 | 61.63 | 43.89 | 31.47 | 33.05 | 49.45 |
| Draw Down(%) | NA | 23.81 | 31.65 | 53.27 | 67.22 | NA | NA | … | … | 23.81 | 23.28 | 18.78 | 22.43 | 42.77 | 26.76 | 51.46 | 33.22 | 40.80 | 46.62 | 29.33 | 41.33 | 24.95 | 18.42 |
| Yield(%) | 0.00 | 20.34 | 18.41 | 6.93 | 3.83 | 2.36 | 1.77 | … | … | 0.00 | 23.33 | 36.00 | 2.34 | 1.60 | 1.37 | 0.00 | 3.50 | 3.15 | 3.48 | 0.00 | 1.80 | 6.11 | 1.85 |
Data as of 06/05/2026, Common starting date is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTGHY (Life Healthcare Group Holdings) |
-26.79%
Mar 2017 – Mar 2020 |
-16.59%
Apr 2015 – Apr 2020 |
-9.37%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTGHY (Life Healthcare Group Holdings) |
17.79%
Feb 2023 – Feb 2026 |
8.86%
Jun 2020 – Jun 2025 |
0.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart