Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVS (Novartis AG) | 10.91% | 30.77% | 18.32% | 16.12% | 10.27% | 9.76% | 8.72% | … | … |
Data as of 06/04/2026, Common starting date is 05/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVS (Novartis AG) | 05/11/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 30.77 | 18.32 | 16.12 | 10.27 | 9.76 | 8.72 | … | … | 10.91 | 46.95 | 0.02 | 22.73 | 8.32 | -3.43 | -2.01 | 15.11 | 5.59 | 19.06 | -12.36 | -4.77 | 18.79 | 31.35 | 15.20 | 0.74 | 11.94 | 13.79 | -5.88 | -3.72 | 11.12 | 5.71 | 11.92 | 27.13 | 1.84 | -17.49 | 27.89 |
| Sharpe Ratio | NA | 1.72 | 0.84 | 0.76 | 0.45 | NA | NA | … | … | 1.46 | 2.03 | -0.22 | 0.98 | 0.37 | -0.24 | -0.07 | 0.69 | 0.23 | 1.36 | -0.65 | -0.25 | 1.27 | 2.24 | 1.09 | 0.03 | 0.65 | 0.59 | -0.20 | -0.39 | 0.51 | 0.24 | 0.59 | 1.26 | 0.02 | -0.77 | 2.08 |
| Standard Deviation(%) | NA | 20.21 | 19.20 | 18.85 | 19.72 | NA | NA | … | … | 20.60 | 21.79 | 16.64 | 19.65 | 18.48 | 14.66 | 30.14 | 19.85 | 18.41 | 13.58 | 19.44 | 18.97 | 14.75 | 13.99 | 13.98 | 22.52 | 18.24 | 23.11 | 34.75 | 17.55 | 15.04 | 14.14 | 18.49 | 21.03 | 28.09 | 26.34 | 20.50 |
| Draw Down(%) | NA | 12.65 | 19.95 | 20.42 | 27.61 | NA | NA | … | … | 12.65 | 9.94 | 19.95 | 12.23 | 20.42 | 16.23 | 27.61 | 20.52 | 20.31 | 6.84 | 19.06 | 20.88 | 10.32 | 9.38 | 8.69 | 19.95 | 20.65 | 29.01 | 28.19 | 12.59 | 10.84 | 7.87 | 11.90 | 11.66 | 22.20 | 25.86 | 10.20 |
| Yield(%) | 0.00 | 4.08 | 4.20 | 4.55 | 4.17 | 4.86 | 4.81 | … | … | 3.45 | 4.11 | 3.70 | 3.98 | 4.04 | 3.78 | 3.20 | 3.10 | 3.19 | 3.42 | 2.93 | 2.77 | 3.14 | 3.60 | 3.84 | 3.61 | 3.43 | 3.15 | 2.45 | 1.69 | 1.52 | 1.78 | 1.59 | 1.71 | 1.32 | 1.02 | 2.73 |
Data as of 06/04/2026, Common starting date is 05/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVS (Novartis AG) |
-10.48%
Apr 2006 – Apr 2009 |
-2.16%
Jul 2015 – Jul 2020 |
4.27%
Dec 2014 – Dec 2024 |
5.20%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVS (Novartis AG) |
31.07%
Feb 2023 – Feb 2026 |
22.27%
Feb 2009 – Feb 2014 |
13.44%
Mar 2009 – Mar 2019 |
11.31%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart