Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHHVF (Roche Holding AG Participation) | 3.03% | 29.16% | 12.85% | 6.65% | 8.01% | 9.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHHVF (Roche Holding AG Participation) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 29.16 | 12.85 | 6.65 | 8.01 | 9.39 | NA | … | … | 3.03 | 44.20 | 2.35 | -5.12 | -21.29 | 23.39 | 8.28 | 34.64 | 2.37 | 13.72 | -14.16 | 4.20 | -1.22 | 45.48 | 22.75 | 21.06 | -10.19 | 40.81 |
| Sharpe Ratio | NA | 0.86 | 0.32 | 0.17 | 0.23 | NA | NA | … | … | 0.24 | 1.38 | -0.16 | -0.38 | -0.61 | 0.79 | 0.22 | 2.05 | 0.05 | 0.69 | -0.70 | 0.21 | -0.07 | 2.48 | 1.27 | 0.84 | -0.37 | 1.39 |
| Standard Deviation(%) | NA | 38.54 | 31.30 | 32.16 | 28.32 | NA | NA | … | … | 47.30 | 30.55 | 26.32 | 24.54 | 37.52 | 29.71 | 35.97 | 16.19 | 20.79 | 19.05 | 20.43 | 19.64 | 18.07 | 18.35 | 18.08 | 25.14 | 27.91 | 34.21 |
| Draw Down(%) | NA | 21.65 | 24.71 | 40.72 | 40.72 | NA | NA | … | … | 21.65 | 18.36 | 18.71 | 20.06 | 29.65 | 12.88 | 18.78 | 7.76 | 15.44 | 17.32 | 19.47 | 17.40 | 10.67 | 12.73 | 15.98 | 18.12 | 27.28 | 16.20 |
| Yield(%) | 0.00 | 3.82 | 3.61 | 3.09 | 3.73 | 5.22 | 6.18 | … | … | 3.12 | 4.03 | 3.83 | 3.27 | 2.39 | 2.82 | 2.85 | 3.56 | 3.29 | 3.57 | 2.96 | 2.93 | 2.86 | 3.58 | 3.92 | 4.52 | 3.48 | 4.00 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHVF (Roche Holding AG Participation) |
-8.57%
Dec 2021 – Dec 2024 |
0.09%
May 2013 – May 2018 |
1.21%
Apr 2014 – Apr 2024 |
6.97%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHVF (Roche Holding AG Participation) |
32.20%
Mar 2011 – Mar 2014 |
22.74%
Apr 2009 – Apr 2014 |
13.97%
Jul 2010 – Jul 2020 |
11.73%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart