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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MDT (Medtronic PLC) 12.92% 18.90% 2.38% 2.14% 4.45% 8.86% 4.99% 12.23%
Data as of 07/01/2025, AR inception is 05/02/1973
More Performance Analytics Comparison
Name Start Date End Date
MDT (Medtronic PLC) 05/02/1973 07/01/2025
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 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973
Annualized Return (%) 3.96 18.90 2.38 2.14 4.45 8.86 4.99 12.23 12.92 0.28 9.58 -22.55 -9.79 5.70 27.33 15.19 15.89 -5.44 8.62 28.13 42.87 10.65 5.81 -13.81 42.53 -36.32 -5.22 -6.29 16.72 2.68 7.23 -10.35 -14.79 66.33 -1.89 41.49 54.41 21.70 100.90 35.46 -13.78 1.33 117.97 31.43 69.08 -16.87 21.46 76.72 61.11 -34.94 -22.61 39.74 -6.69 19.20 116.47 67.76 -15.56 -13.46 7.22 -50.51 8.89
Sharpe Ratio NA 0.45 -0.08 0.01 0.11 NA NA 0.28 0.68 -0.36 0.25 -0.95 -0.47 0.13 1.55 0.70 1.01 -0.29 0.42 1.54 2.70 0.59 0.21 -0.59 1.33 -1.01 -0.38 -0.42 0.97 0.08 0.31 -0.39 -0.51 1.46 -0.13 0.97 1.52 0.53 3.45 1.31 -0.40 -0.03 3.76 1.01 2.94 -0.95 0.57 2.67 2.26 -1.06 -0.87 0.84 -0.47 0.30 3.66 1.38 -0.51 -0.35 0.07 -0.80 0.18
Standard Deviation(%) NA 21.57 21.74 22.40 23.26 NA NA 31.63 25.56 17.47 21.39 25.41 21.06 41.31 16.77 19.87 15.18 19.79 20.57 18.30 15.86 17.98 27.92 23.58 31.90 36.88 21.61 22.80 15.03 21.87 21.34 29.59 34.37 42.55 39.41 39.34 33.30 34.35 28.15 24.87 39.84 31.70 30.24 25.84 21.56 22.49 30.41 27.03 24.74 39.25 33.00 38.26 35.22 37.12 29.69 45.40 38.00 48.40 43.24 69.93 47.10
Draw Down(%) NA 13.95 24.05 45.10 45.10 NA NA 72.80 13.95 13.31 22.77 31.62 26.01 39.88 9.79 13.76 12.95 19.01 17.61 11.90 7.82 11.16 29.16 31.47 29.46 49.11 21.62 28.37 8.44 11.77 17.52 33.85 35.21 18.53 28.94 27.84 18.21 23.28 14.82 19.43 44.09 33.89 12.70 15.30 15.75 29.90 39.03 19.51 17.54 41.95 31.65 26.12 28.49 26.40 15.81 33.44 40.35 44.76 44.00 64.15 25.60
Yield(%) 0.82 3.64 3.03 2.87 3.06 5.24 3.00 178.37 1.76 3.37 3.51 2.52 2.13 1.99 2.41 2.38 2.56 2.20 2.01 2.09 2.63 3.27 2.50 1.96 1.83 1.64 0.89 0.71 0.73 0.50 0.60 0.60 0.36 0.53 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 07/01/2025, AR inception is 05/02/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDT (Medtronic PLC) -27.26%
Sep 1973 - Sep 1976 		-14.00%
Oct 1973 - Oct 1978 		-3.82%
Aug 2000 - Aug 2010 		3.13%
Dec 2000 - Dec 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDT (Medtronic PLC) 70.35%
Oct 1977 - Oct 1980 		52.16%
Jul 1993 - Jul 1998 		41.08%
Jan 1989 - Jan 1999 		37.64%
Apr 1985 - Apr 2000
Annualized Rolling Returns Comparison Chart