Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NHTC (Natural Health Trends Corp.) -15.88% -40.35% -11.05% -8.82% -13.13% 23.50% 3.10%
Data as of 06/04/2026, Common starting date is 06/22/1995
More Performance Analytics Comparison
Name Start Date End Date
NHTC (Natural Health Trends Corp.) 06/22/1995 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
Annualized Return (%) -13.12 -40.35 -11.05 -8.82 -13.13 23.50 3.10 -15.88 -20.49 -11.51 96.17 -42.12 50.40 6.51 -68.63 38.78 -34.92 -24.10 194.15 259.03 216.83 55.38 441.67 -14.29 -53.33 -75.21 -19.33 -84.46 -12.27 4.76 425.00 -33.33 92.00 -99.11 -54.84 106.67 -96.59 -74.42 45.76
Sharpe Ratio NA -0.54 -0.25 -0.18 -0.25 NA NA -0.32 -0.35 -0.44 2.04 -1.10 1.28 0.08 -1.32 0.84 -0.92 -0.35 2.11 2.79 2.46 0.57 1.89 -0.08 -0.30 -0.52 -0.17 -0.86 -0.21 0.04 3.29 -0.11 0.30 -0.36 -0.69 0.42 -0.41 -0.64 1.00
Standard Deviation(%) NA 68.54 47.96 46.71 51.19 NA NA 48.93 66.63 34.05 45.84 39.87 39.27 79.71 53.10 44.90 38.88 68.91 91.80 92.91 88.20 98.45 234.03 175.91 176.20 145.50 132.02 102.54 68.14 95.27 128.77 311.84 306.67 289.93 84.17 245.32 246.98 121.07 101.46
Draw Down(%) NA 47.27 58.85 58.85 89.47 NA NA 30.90 47.96 41.76 32.38 52.82 18.91 51.69 71.59 30.53 47.30 47.06 50.34 59.30 50.32 59.04 68.75 85.71 85.57 81.51 79.58 88.95 52.70 64.53 57.89 75.00 72.73 99.22 68.89 88.75 98.75 78.85 20.37
Yield(%) 0.00 12.53 13.84 10.01 3.30 216.36 12.60 6.49 17.51 13.56 22.73 11.54 16.19 14.81 3.34 17.50 6.22 2.06 1.24 0.94 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 06/04/2026, Common starting date is 06/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NHTC (Natural Health Trends Corp.) -85.64%
May 1999 – May 2002
-85.69%
Nov 1995 – Nov 2000
-59.70%
Oct 1996 – Oct 2006
-56.75%
Nov 1995 – Nov 2010
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NHTC (Natural Health Trends Corp.) 285.70%
Nov 2012 – Nov 2015
252.20%
Nov 2010 – Nov 2015
57.06%
Nov 2010 – Nov 2020
37.93%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return