Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDCO (Patterson Companies Inc) | NA | 26.29% | 0.12% | 19.79% | -0.69% | 2.76% | -0.22% | … | … |
Data as of 04/16/2025, Common starting date is 10/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDCO (Patterson Companies Inc) | 10/28/1992 | 04/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.35 | 26.29 | 0.12 | 19.79 | -0.69 | 2.76 | -0.22 | … | … | 1.52 | 13.02 | 5.14 | -1.06 | 2.33 | 52.26 | 9.74 | -43.34 | -9.21 | -7.36 | -4.30 | 18.93 | 21.89 | 18.35 | -2.21 | 10.60 | 49.23 | -44.77 | -4.39 | 6.32 | -23.02 | 35.61 | 46.30 | 6.87 | 20.83 | 58.94 | -2.01 | 44.20 | 60.18 | 4.63 | 30.12 | -36.15 | 27.45 | 43.66 |
| Sharpe Ratio | NA | 0.47 | -0.13 | 0.45 | -0.07 | NA | NA | … | … | 0.58 | 0.15 | 0.03 | -0.08 | 0.07 | 0.88 | 0.27 | -1.04 | -0.40 | -0.26 | -0.22 | 1.23 | 1.51 | 0.93 | -0.07 | 0.48 | 1.44 | -1.06 | -0.21 | 0.15 | -0.78 | 1.47 | 1.43 | 0.16 | 0.51 | 0.92 | -0.13 | 1.00 | 1.74 | 0.03 | 0.74 | -0.71 | 0.59 | 15.47 |
| Standard Deviation(%) | NA | 42.28 | 36.01 | 37.85 | 36.34 | NA | NA | … | … | 4.15 | 44.57 | 33.84 | 31.65 | 32.57 | 59.16 | 31.28 | 42.87 | 24.54 | 28.56 | 19.72 | 15.40 | 14.51 | 19.86 | 30.02 | 22.10 | 34.18 | 42.86 | 35.47 | 20.82 | 32.11 | 23.56 | 31.81 | 35.18 | 36.71 | 59.78 | 40.66 | 41.01 | 32.49 | 44.28 | 35.72 | 55.17 | 43.08 | 44.88 |
| Draw Down(%) | NA | 25.48 | 40.05 | 40.05 | 70.16 | NA | NA | … | … | 1.37 | 33.40 | 25.31 | 30.28 | 23.94 | 47.58 | 34.70 | 47.56 | 29.44 | 22.23 | 16.76 | 10.57 | 9.31 | 8.43 | 26.72 | 22.64 | 19.79 | 53.49 | 27.39 | 16.46 | 37.66 | 11.17 | 23.38 | 27.51 | 16.79 | 31.51 | 26.17 | 24.29 | 12.41 | 37.24 | 21.37 | 54.11 | 33.33 | 6.94 |
| Yield(%) | 0.00 | 3.04 | 2.76 | 6.25 | 2.09 | 2.69 | 1.29 | … | … | 0.00 | 3.62 | 3.73 | 3.55 | 3.57 | 5.09 | 5.18 | 2.75 | 3.01 | 2.16 | 1.77 | 1.86 | 1.38 | 2.27 | 1.48 | 1.04 | 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 04/16/2025, Common starting date is 10/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDCO (Patterson Companies Inc) |
-27.27%
Mar 2017 – Mar 2020 |
-17.98%
Mar 2015 – Mar 2020 |
-4.51%
Mar 2010 – Mar 2020 |
-6.03%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDCO (Patterson Companies Inc) |
42.55%
Jun 1999 – Jun 2002 |
40.67%
Feb 2000 – Feb 2005 |
29.66%
Nov 1994 – Nov 2004 |
17.45%
Mar 1993 – Mar 2008 |
Annualized Rolling Returns Comparison Chart