Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NHC (National HealthCare Corporation) | 37.69% | 83.72% | 48.84% | 24.15% | 14.72% | 12.95% | 10.31% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NHC (National HealthCare Corporation) | 01/02/1987 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.72 | 83.72 | 48.84 | 24.15 | 14.72 | 12.95 | 10.31 | … | … | 37.69 | 30.34 | 19.05 | 60.84 | -9.42 | 5.39 | -20.66 | 13.00 | 32.42 | -17.28 | 26.11 | 1.24 | 19.30 | 17.66 | 17.65 | -6.80 | 31.90 | -26.76 | -0.14 | -4.88 | 49.84 | 7.62 | 80.44 | 13.71 | 13.86 | 99.93 | 46.43 | -66.13 | -72.32 | 28.37 | 11.86 | 50.00 | -0.95 | 64.06 | 39.13 | -11.54 | -14.75 | 62.67 | -5.06 | -41.48 |
| Sharpe Ratio | NA | 2.44 | 1.56 | 0.77 | 0.47 | NA | NA | … | … | 2.73 | 1.03 | 0.54 | 2.22 | -0.44 | 0.18 | -0.45 | 0.63 | 1.30 | -1.00 | 1.38 | 0.06 | 0.82 | 0.85 | 0.60 | -0.13 | 1.51 | -0.56 | -0.02 | -0.30 | 1.33 | 0.20 | 2.12 | 0.30 | 0.25 | 1.93 | 0.44 | -0.80 | -1.11 | 1.37 | 0.46 | 2.62 | -0.21 | 2.15 | 1.08 | -0.13 | -1.01 | 2.28 | -0.35 | -1.06 |
| Standard Deviation(%) | NA | 31.52 | 29.23 | 27.59 | 28.05 | NA | NA | … | … | 38.80 | 26.83 | 28.64 | 26.02 | 24.54 | 30.41 | 45.86 | 18.32 | 23.95 | 18.01 | 18.78 | 19.53 | 23.40 | 20.84 | 29.54 | 50.89 | 21.11 | 47.93 | 57.27 | 26.83 | 35.03 | 27.17 | 37.42 | 43.04 | 50.97 | 51.57 | 96.14 | 86.73 | 68.38 | 17.90 | 17.88 | 17.55 | 19.53 | 28.65 | 33.62 | 122.62 | 20.06 | 24.83 | 28.57 | 43.22 |
| Draw Down(%) | NA | 13.13 | 33.40 | 33.40 | 35.27 | NA | NA | … | … | 9.96 | 15.98 | 20.84 | 15.83 | 20.14 | 17.65 | 35.27 | 14.14 | 10.83 | 19.70 | 10.21 | 10.65 | 8.98 | 10.05 | 15.10 | 42.22 | 11.94 | 30.57 | 32.48 | 15.11 | 14.19 | 17.70 | 18.20 | 32.39 | 20.71 | 38.78 | 62.50 | 77.54 | 73.88 | 13.33 | 15.20 | 11.54 | 17.08 | 22.30 | 31.67 | 69.10 | 24.22 | 9.82 | 23.16 | 47.26 |
| Yield(%) | 0.00 | 2.45 | 4.00 | 3.21 | 3.43 | 4.23 | 3.77 | … | … | 0.49 | 2.38 | 2.60 | 3.92 | 3.28 | 3.14 | 2.41 | 2.65 | 3.20 | 2.50 | 2.84 | 3.11 | 2.49 | 2.55 | 5.12 | 2.54 | 2.99 | 2.02 | 1.83 | 1.46 | 1.86 | 1.68 | 2.55 | 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 06/04/2026, Common starting date is 01/02/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHC (National HealthCare Corporation) |
-62.58%
Oct 1997 – Oct 2000 |
-38.83%
Nov 1995 – Nov 2000 |
-13.12%
Oct 1990 – Oct 2000 |
-0.37%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHC (National HealthCare Corporation) |
86.43%
Nov 2000 – Nov 2003 |
65.36%
Nov 2000 – Nov 2005 |
31.81%
Nov 2000 – Nov 2010 |
25.31%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart