Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFHO (Pacific Health Care Organization Inc) | -13.85% | 33.33% | 8.78% | 3.38% | 9.61% | 28.01% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFHO (Pacific Health Care Organization Inc) | 05/23/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.00 | 33.33 | 8.78 | 3.38 | 9.61 | 28.01 | NA | … | … | -13.85 | 79.17 | 12.68 | 4.41 | -20.00 | -5.00 | -22.18 | 15.51 | 3.19 | 33.82 | 54.37 | -76.87 | 7.54 | 592.76 | 421.43 | 345.45 | -60.00 | 7.84 | -57.50 |
| Sharpe Ratio | NA | 0.39 | 0.12 | -0.01 | 0.06 | NA | NA | … | … | -0.72 | 1.13 | 0.10 | 0.00 | -0.39 | -0.08 | -0.06 | 0.27 | 0.03 | 0.57 | 0.84 | -0.75 | 0.08 | 9.09 | 4.77 | 1.91 | -1.24 | 0.23 | -1.53 |
| Standard Deviation(%) | NA | 72.18 | 59.62 | 56.84 | 137.98 | NA | NA | … | … | 50.15 | 69.23 | 63.23 | 36.48 | 54.57 | 61.50 | 400.97 | 52.54 | 56.53 | 58.00 | 64.55 | 102.86 | 95.21 | 65.20 | 89.85 | 181.05 | 48.47 | 34.40 | 49.77 |
| Draw Down(%) | NA | 32.37 | 45.45 | 47.52 | 97.05 | NA | NA | … | … | 30.37 | 28.06 | 25.00 | 30.30 | 25.77 | 29.17 | 96.00 | 28.81 | 25.21 | 19.75 | 28.57 | 82.78 | 55.19 | 24.17 | 28.35 | 54.55 | 61.82 | 21.57 | 57.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.89 | 2.00 | 36.53 | 11.87 | … | … | 0.00 | 0.00 | 0.00 | 13.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFHO (Pacific Health Care Organization Inc) |
-41.80%
May 2014 – May 2017 |
-20.78%
Jul 2014 – Jul 2019 |
-14.09%
May 2014 – May 2024 |
20.60%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFHO (Pacific Health Care Organization Inc) |
443.91%
Dec 2010 – Dec 2013 |
168.25%
Jul 2010 – Jul 2015 |
57.69%
Jun 2010 – Jun 2020 |
36.92%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart