Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVST (Envista Holdings Corporation) | 6.40% | 23.66% | -10.92% | -11.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVST (Envista Holdings Corporation) | 09/19/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 23.66 | -10.92 | -11.32 | NA | NA | NA | … | … | 6.40 | 14.00 | -20.03 | -28.54 | -25.28 | 33.59 | 13.80 | 5.86 |
| Sharpe Ratio | NA | 0.65 | -0.37 | -0.39 | NA | NA | NA | … | … | 0.43 | 0.29 | -0.71 | -1.03 | -0.80 | 1.15 | 0.22 | 0.69 |
| Standard Deviation(%) | NA | 38.31 | 38.49 | 35.92 | NA | NA | NA | … | … | 45.74 | 39.56 | 37.70 | 32.14 | 33.45 | 29.25 | 60.73 | 30.73 |
| Draw Down(%) | NA | 23.83 | 58.66 | 71.00 | NA | NA | NA | … | … | 23.83 | 33.36 | 39.88 | 50.45 | 36.33 | 17.04 | 64.13 | 10.63 |
| Yield(%) | 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 06/05/2026, Common starting date is 09/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVST (Envista Holdings Corporation) |
-29.24%
Mar 2022 – Mar 2025 |
-11.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVST (Envista Holdings Corporation) |
39.87%
Mar 2020 – Mar 2023 |
2.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart