Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSIS (OSI Systems, Inc.) | -16.64% | -4.93% | 20.71% | 17.00% | 14.78% | 11.87% | 12.71% | … | … |
Data as of 06/04/2026, Common starting date is 10/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSIS (OSI Systems, Inc.) | 10/02/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.87 | -4.93 | 20.71 | 17.00 | 14.78 | 11.87 | 12.71 | … | … | -16.64 | 61.15 | 32.78 | 62.29 | -14.68 | -0.02 | -7.46 | 37.44 | 13.86 | -15.42 | -14.14 | 25.28 | 33.25 | -17.07 | 31.28 | 34.16 | 33.28 | 96.97 | -47.68 | 26.47 | 13.81 | -19.02 | 18.22 | 13.13 | -6.91 | 197.80 | 11.36 | -36.23 | -29.59 | -19.01 |
| Sharpe Ratio | NA | -0.10 | 0.49 | 0.46 | 0.40 | NA | NA | … | … | -0.70 | 1.40 | 0.89 | 2.00 | -0.61 | 0.00 | -0.18 | 0.52 | -0.24 | -0.82 | -0.92 | 0.30 | 0.60 | -0.67 | 0.27 | 0.38 | 0.41 | 1.39 | -1.20 | 0.11 | -0.23 | -1.05 | -0.03 | -0.15 | -0.41 | 1.65 | -0.36 | -0.14 | 0.05 | -1.94 |
| Standard Deviation(%) | NA | 43.71 | 37.56 | 33.08 | 34.13 | NA | NA | … | … | 50.85 | 42.49 | 29.65 | 29.29 | 26.47 | 19.26 | 42.82 | 27.23 | 32.65 | 42.20 | 52.27 | 22.27 | 24.47 | 53.31 | 47.60 | 41.06 | 35.76 | 56.24 | 55.64 | 40.29 | 37.65 | 38.17 | 44.94 | 41.10 | 64.78 | 109.78 | 161.31 | 81.06 | 73.60 | 53.28 |
| Draw Down(%) | NA | 33.67 | 33.67 | 33.67 | 53.64 | NA | NA | … | … | 33.67 | 20.66 | 14.82 | 23.72 | 30.66 | 13.24 | 47.02 | 18.77 | 23.82 | 37.84 | 44.55 | 12.83 | 15.25 | 38.48 | 32.14 | 28.86 | 25.97 | 23.37 | 60.29 | 31.49 | 26.59 | 39.19 | 41.18 | 29.04 | 50.33 | 54.59 | 83.12 | 71.88 | 70.31 | 28.35 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSIS (OSI Systems, Inc.) |
-35.03%
Mar 1998 – Mar 2001 |
-8.96%
Oct 2003 – Oct 2008 |
-0.77%
Sep 2012 – Sep 2022 |
7.35%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSIS (OSI Systems, Inc.) |
84.44%
Mar 2001 – Mar 2004 |
45.98%
Mar 2001 – Mar 2006 |
29.10%
Jul 2001 – Jul 2011 |
22.81%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart