Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNTG (The Pennant Group, Inc.) | 7.00% | 4.29% | 33.82% | -2.20% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNTG (The Pennant Group, Inc.) | 10/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.34 | 4.29 | 33.82 | -2.20 | NA | NA | NA | … | … | 7.00 | 9.54 | 91.31 | 26.78 | -52.43 | -60.25 | 75.57 | 98.50 |
| Sharpe Ratio | NA | 0.50 | 1.03 | -0.05 | NA | NA | NA | … | … | 1.38 | 0.18 | 2.23 | 0.48 | -0.74 | -1.00 | 0.77 | 19.31 |
| Standard Deviation(%) | NA | 39.11 | 38.57 | 52.31 | NA | NA | NA | … | … | 42.87 | 38.00 | 38.51 | 46.93 | 73.26 | 60.52 | 97.46 | 78.81 |
| Draw Down(%) | NA | 26.06 | 40.16 | 79.05 | NA | NA | NA | … | … | 16.09 | 26.97 | 27.79 | 32.09 | 61.56 | 71.51 | 69.37 | 21.05 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNTG (The Pennant Group, Inc.) |
-37.88%
Dec 2020 – Dec 2023 |
-13.48%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNTG (The Pennant Group, Inc.) |
41.85%
May 2023 – May 2026 |
12.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart