Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEDRX (KINETICS MEDICAL FUND NO LOAD CLASS) | NA | 11.47% | -16.15% | -8.75% | 0.58% | 3.34% | 4.99% | … | … |
Data as of 03/10/2023, Common starting date is 01/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEDRX (KINETICS MEDICAL FUND NO LOAD CLASS) | 01/19/2000 | 03/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.47 | -16.15 | -8.75 | 0.58 | 3.34 | 4.99 | … | … | -1.05 | 2.50 | -51.42 | 9.04 | 16.04 | 1.67 | 10.71 | -8.01 | 6.59 | 16.44 | 49.24 | 8.86 | 5.11 | 3.68 | 25.33 | -20.41 | 15.47 | 14.81 | -0.72 | 7.29 | 23.19 | -29.14 | -13.77 | 35.97 |
| Sharpe Ratio | NA | 0.51 | -0.33 | -0.24 | 0.00 | NA | NA | … | … | -1.49 | 0.06 | -0.62 | 0.31 | 1.14 | 0.02 | 0.94 | -0.46 | 0.35 | 0.98 | 3.64 | 0.68 | 0.25 | 0.25 | 1.28 | -0.73 | 0.99 | 1.11 | -0.16 | 0.54 | 1.61 | -1.23 | -0.87 | 1.07 |
| Standard Deviation(%) | NA | 17.60 | 51.26 | 40.97 | 31.12 | NA | NA | … | … | 8.04 | 18.49 | 83.02 | 27.96 | 12.88 | 17.17 | 10.73 | 17.85 | 18.57 | 16.71 | 13.53 | 13.14 | 20.27 | 14.67 | 19.69 | 29.01 | 12.61 | 10.45 | 17.58 | 11.81 | 14.01 | 24.66 | 18.71 | 31.85 |
| Draw Down(%) | NA | 13.32 | 58.45 | 58.45 | 58.45 | NA | NA | … | … | 2.95 | 13.32 | 58.11 | 23.07 | 8.56 | 14.32 | 7.47 | 16.59 | 17.98 | 11.46 | 6.89 | 10.74 | 19.34 | 14.14 | 18.54 | 33.95 | 8.81 | 8.49 | 10.41 | 10.12 | 8.39 | 38.21 | 22.07 | 24.45 |
| Yield(%) | 0.00 | 1.81 | 2.21 | 3.51 | 6.09 | 6.70 | 8.15 | … | … | 0.00 | 1.71 | 1.17 | 3.01 | 3.01 | 8.76 | 15.42 | 5.17 | 6.82 | 0.18 | 1.18 | 13.60 | 8.71 | 0.67 | 1.15 | 2.72 | 4.35 | 7.52 | 0.00 | 0.30 | 0.00 | 0.43 | 0.15 | 0.00 |
Data as of 03/10/2023, Common starting date is 01/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDRX (KINETICS MEDICAL FUND NO LOAD CLASS) |
-19.00%
Nov 2018 – Nov 2021 |
-10.87%
Sep 2017 – Sep 2022 |
0.53%
Aug 2000 – Aug 2010 |
1.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEDRX (KINETICS MEDICAL FUND NO LOAD CLASS) |
28.06%
May 2012 – May 2015 |
22.44%
Feb 2009 – Feb 2014 |
13.18%
Feb 2009 – Feb 2019 |
10.16%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart