Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBH (Prestige Consumer Healthcare Inc.) | -26.34% | -46.41% | -6.88% | -1.89% | -1.49% | 9.00% | 7.89% | … | … |
Data as of 06/04/2026, Common starting date is 02/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBH (Prestige Consumer Healthcare Inc.) | 02/10/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.25 | -46.41 | -6.88 | -1.89 | -1.49 | 9.00 | 7.89 | … | … | -26.34 | -19.54 | 28.14 | -2.20 | 3.22 | 73.93 | -13.90 | 31.15 | -29.60 | -14.76 | 1.20 | 48.27 | -3.02 | 80.28 | 77.73 | -5.69 | 52.04 | -25.50 | 41.04 | -42.55 | 4.16 | -29.58 |
| Sharpe Ratio | NA | -1.57 | -0.38 | -0.13 | -0.10 | NA | NA | … | … | -1.35 | -0.80 | 0.96 | -0.30 | 0.07 | 3.00 | -0.35 | 1.06 | -0.76 | -0.73 | 0.04 | 1.68 | -0.08 | 2.79 | 2.04 | -0.11 | 1.34 | -0.43 | 0.66 | -1.20 | 0.02 | -0.55 |
| Standard Deviation(%) | NA | 29.60 | 26.63 | 25.94 | 29.18 | NA | NA | … | … | 36.67 | 28.48 | 22.74 | 21.50 | 27.39 | 24.64 | 40.78 | 28.14 | 40.55 | 21.12 | 25.61 | 28.80 | 36.05 | 28.71 | 38.53 | 50.52 | 38.70 | 59.30 | 60.63 | 38.20 | 43.90 | 63.77 |
| Draw Down(%) | NA | 46.99 | 48.45 | 48.45 | 53.17 | NA | NA | … | … | 34.58 | 35.49 | 16.58 | 16.97 | 21.27 | 13.21 | 35.81 | 15.54 | 38.11 | 29.85 | 21.39 | 14.07 | 26.42 | 17.18 | 25.41 | 38.02 | 28.84 | 61.33 | 49.71 | 45.35 | 34.56 | 53.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.41 | 0.39 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 | 1.57 | 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 02/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBH (Prestige Consumer Healthcare Inc.) |
-24.78%
Mar 2006 – Mar 2009 |
-18.34%
Jun 2005 – Jun 2010 |
-1.15%
May 2016 – May 2026 |
4.61%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBH (Prestige Consumer Healthcare Inc.) |
63.71%
Aug 2010 – Aug 2013 |
45.80%
Jun 2010 – Jun 2015 |
20.27%
Sep 2011 – Sep 2021 |
19.41%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart