Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASI (Masimo Corporation) | 37.55% | 9.78% | 2.79% | -3.27% | 13.63% | 13.32% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASI (Masimo Corporation) | 08/08/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 9.78 | 2.79 | -3.27 | 13.63 | 13.32 | NA | … | … | 37.55 | -20.71 | 41.03 | -20.78 | -49.47 | 9.09 | 69.80 | 47.21 | 26.62 | 25.82 | 62.37 | 57.59 | -9.89 | 39.12 | 17.96 | -35.71 | 5.09 | 1.98 | -24.39 | 88.76 |
| Sharpe Ratio | NA | 0.27 | 0.02 | -0.14 | 0.31 | NA | NA | … | … | 2.27 | -0.55 | 1.01 | -0.60 | -0.77 | 0.34 | 1.83 | 1.77 | 0.93 | 0.91 | 2.37 | 1.96 | -0.29 | 1.54 | 0.59 | -0.94 | 0.17 | 0.05 | -0.45 | 8.29 |
| Standard Deviation(%) | NA | 41.38 | 42.64 | 46.01 | 38.51 | NA | NA | … | … | 50.31 | 41.94 | 37.16 | 40.76 | 66.44 | 26.65 | 37.74 | 25.91 | 27.21 | 27.85 | 26.21 | 29.39 | 34.22 | 25.31 | 30.47 | 38.00 | 29.15 | 41.15 | 55.86 | 47.45 |
| Draw Down(%) | NA | 25.92 | 53.83 | 74.70 | 74.70 | NA | NA | … | … | 10.98 | 30.36 | 28.64 | 60.95 | 62.13 | 26.52 | 20.56 | 12.53 | 21.50 | 21.70 | 15.39 | 13.76 | 35.10 | 10.74 | 22.90 | 48.78 | 25.19 | 28.61 | 47.46 | 12.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.90 | … | … | 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 | 5.31 | 0.00 | 9.24 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASI (Masimo Corporation) |
-28.70%
Oct 2020 – Oct 2023 |
-13.49%
Dec 2020 – Dec 2025 |
9.51%
Dec 2007 – Dec 2017 |
6.90%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASI (Masimo Corporation) |
59.63%
Sep 2014 – Sep 2017 |
47.54%
Sep 2014 – Sep 2019 |
32.31%
Dec 2011 – Dec 2021 |
15.05%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison Chart