Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDGF (Medacta Group SA) | NA | 1.51% | -0.04% | 5.93% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDGF (Medacta Group SA) | 05/30/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.51 | -0.04 | 5.93 | NA | NA | NA | … | … | 1.51 | 0.83 | 0.39 | -41.01 | 52.13 | 19.37 | 125.00 |
| Sharpe Ratio | NA | -1.35 | -1.87 | 0.14 | NA | NA | NA | … | … | -0.71 | -3.39 | -8.35 | -1.08 | 2.03 | 0.46 | 2.47 |
| Standard Deviation(%) | NA | 1.14 | 1.85 | 26.80 | NA | NA | NA | … | … | 1.33 | 0.82 | 0.39 | 39.40 | 25.67 | 41.57 | 118.35 |
| Draw Down(%) | NA | 0.00 | 2.80 | 41.01 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 41.01 | 0.00 | 17.46 | 13.93 |
| Yield(%) | 0.00 | 1.50 | 0.88 | 0.90 | 0.84 | 0.56 | 0.42 | … | … | 1.50 | 0.82 | 0.40 | 0.46 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDGF (Medacta Group SA) |
-15.79%
Nov 2021 – Nov 2024 |
-1.37%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDGF (Medacta Group SA) |
10.86%
Jun 2019 – Jun 2022 |
5.93%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart