Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PINC (Premier, Inc.) | 10.63% | -2.50% | -1.20% | -5.94% | -1.84% | NA | NA | … | … |
Data as of 05/27/2026, Common starting date is 09/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PINC (Premier, Inc.) | 09/27/2013 | 05/27/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | -2.50 | -1.20 | -5.94 | -1.84 | NA | NA | … | … | 10.63 | -3.14 | -1.23 | -33.83 | -13.05 | 19.89 | -6.30 | 1.42 | 27.95 | -3.85 | -13.92 | 5.19 | -8.79 | 16.00 |
| Sharpe Ratio | NA | -0.12 | -0.15 | -0.28 | -0.12 | NA | NA | … | … | 3.19 | -0.13 | -0.19 | -1.21 | -0.64 | 1.01 | -0.16 | 0.00 | 1.00 | -0.23 | -0.55 | 0.21 | -0.38 | 3.33 |
| Standard Deviation(%) | NA | 41.96 | 33.21 | 30.35 | 29.45 | NA | NA | … | … | 8.19 | 46.50 | 25.90 | 31.13 | 22.88 | 19.66 | 40.05 | 29.80 | 26.74 | 20.06 | 25.76 | 24.45 | 23.43 | 23.34 |
| Draw Down(%) | NA | 30.44 | 33.13 | 52.89 | 56.72 | NA | NA | … | … | 3.59 | 30.44 | 18.77 | 44.78 | 23.65 | 12.07 | 27.67 | 31.55 | 24.49 | 23.72 | 20.16 | 14.36 | 29.97 | 4.54 |
| Yield(%) | 0.00 | 1.82 | 2.77 | 2.15 | 1.38 | 0.90 | 0.68 | … | … | 0.00 | 2.95 | 3.70 | 2.38 | 1.99 | 2.19 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/27/2026, Common starting date is 09/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINC (Premier, Inc.) |
-17.49%
Feb 2022 – Feb 2025 |
-14.28%
Oct 2018 – Oct 2023 |
-5.43%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PINC (Premier, Inc.) |
10.03%
Sep 2015 – Sep 2018 |
7.87%
Oct 2013 – Oct 2018 |
-0.24%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart