Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFIX (Orthofix Medical Inc.) | -31.79% | -5.14% | -19.31% | -24.01% | -13.59% | -8.73% | -6.48% | … | … |
Data as of 06/04/2026, Common starting date is 04/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFIX (Orthofix Medical Inc.) | 04/27/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.96 | -5.14 | -19.31 | -24.01 | -13.59 | -8.73 | -6.48 | … | … | -31.79 | -12.71 | 30.04 | -34.34 | -33.97 | -27.66 | -6.93 | -12.02 | -4.04 | 51.19 | -7.73 | 30.44 | 31.73 | -41.98 | 11.64 | 21.48 | -6.24 | 101.76 | -73.56 | 15.94 | 25.34 | 2.07 | -20.21 | 74.06 | -24.21 | 93.99 | 33.62 | 2.23 | 19.15 | 42.42 | 11.86 | -35.87 | 29.58 | -11.25 | -6.98 |
| Sharpe Ratio | NA | -0.51 | -0.51 | -0.62 | -0.40 | NA | NA | … | … | -1.66 | -0.42 | 0.55 | -0.64 | -0.79 | -0.89 | -0.14 | -0.40 | -0.16 | 2.03 | -0.30 | 0.85 | 1.08 | -1.25 | 0.48 | 0.60 | -0.19 | 1.85 | -0.91 | 0.51 | 0.86 | 0.00 | -0.59 | 2.60 | -0.73 | 2.29 | 0.58 | -0.02 | 0.27 | -0.19 | 0.12 | -0.58 | 0.52 | -0.19 | -0.19 |
| Standard Deviation(%) | NA | 40.52 | 47.73 | 45.28 | 40.69 | NA | NA | … | … | 43.68 | 37.66 | 43.38 | 60.23 | 44.78 | 31.21 | 51.12 | 33.64 | 32.84 | 25.03 | 26.33 | 35.72 | 29.46 | 33.59 | 24.52 | 35.46 | 33.40 | 54.85 | 82.05 | 25.24 | 25.66 | 24.81 | 36.06 | 28.17 | 34.88 | 40.95 | 51.37 | 48.70 | 59.68 | 66.84 | 67.87 | 68.50 | 51.39 | 70.43 | 64.25 |
| Draw Down(%) | NA | 42.88 | 56.60 | 78.37 | 86.31 | NA | NA | … | … | 42.78 | 45.69 | 19.45 | 57.43 | 60.01 | 39.61 | 52.23 | 38.68 | 21.82 | 9.60 | 27.27 | 19.55 | 23.81 | 50.83 | 19.88 | 30.73 | 30.56 | 31.03 | 84.65 | 19.75 | 23.36 | 24.05 | 45.38 | 21.68 | 43.65 | 22.59 | 26.26 | 28.13 | 25.89 | 38.96 | 47.86 | 62.66 | 20.83 | 31.11 | 31.37 |
| 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 | 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 | 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 04/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFIX (Orthofix Medical Inc.) |
-34.52%
Feb 2021 – Feb 2024 |
-28.91%
Oct 2018 – Oct 2023 |
-14.47%
May 2016 – May 2026 |
-9.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFIX (Orthofix Medical Inc.) |
42.00%
Nov 2008 – Nov 2011 |
39.08%
Mar 1997 – Mar 2002 |
20.87%
Feb 1997 – Feb 2007 |
12.42%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart