Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMD (ResMed Inc.) | -18.90% | -21.49% | -3.42% | -0.22% | 13.77% | 14.44% | 12.53% | … | … |
Data as of 06/04/2026, Common starting date is 06/02/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMD (ResMed Inc.) | 06/02/1995 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.47 | -21.49 | -3.42 | -0.22 | 13.77 | 14.44 | 12.53 | … | … | -18.90 | 6.26 | 34.18 | -16.55 | -19.47 | 23.41 | 38.34 | 37.86 | 36.38 | 39.07 | 18.02 | -2.30 | 21.62 | 15.22 | 65.10 | -26.67 | 32.54 | 39.46 | -28.65 | 6.72 | 28.48 | 49.94 | 23.01 | 35.88 | -43.30 | 35.22 | 91.02 | -7.99 | 222.67 | 27.84 | 69.23 | 20.93 |
| Sharpe Ratio | NA | -1.03 | -0.19 | -0.10 | 0.38 | NA | NA | … | … | -1.61 | 0.13 | 0.83 | -0.61 | -0.63 | 0.93 | 0.77 | 1.14 | 1.37 | 1.81 | 0.79 | -0.08 | 0.99 | 0.58 | 2.47 | -0.78 | 1.21 | 1.25 | -0.68 | 0.12 | 0.88 | 1.85 | 0.98 | 1.46 | -1.06 | 0.78 | 1.00 | -0.14 | 4.50 | 0.60 | 0.95 | 0.54 |
| Standard Deviation(%) | NA | 23.48 | 33.00 | 31.16 | 31.68 | NA | NA | … | … | 28.12 | 26.13 | 36.84 | 33.50 | 33.23 | 25.13 | 49.02 | 32.04 | 25.66 | 21.28 | 22.44 | 29.52 | 21.92 | 26.15 | 26.64 | 34.18 | 26.74 | 31.58 | 43.41 | 29.43 | 28.72 | 25.83 | 22.55 | 24.05 | 41.85 | 42.91 | 86.71 | 80.40 | 48.67 | 40.40 | 68.15 | 64.69 |
| Draw Down(%) | NA | 34.62 | 40.09 | 53.99 | 53.99 | NA | NA | … | … | 30.58 | 20.44 | 17.42 | 43.87 | 26.64 | 19.11 | 35.26 | 22.30 | 15.14 | 8.11 | 18.47 | 33.25 | 13.50 | 20.19 | 13.65 | 33.50 | 13.38 | 25.67 | 43.21 | 26.93 | 20.58 | 10.81 | 15.71 | 18.15 | 54.19 | 24.69 | 44.48 | 61.60 | 23.32 | 29.90 | 25.00 | 41.67 |
| Yield(%) | 0.00 | 0.96 | 0.97 | 0.96 | 2.87 | 4.55 | 4.78 | … | … | 0.49 | 0.99 | 1.18 | 0.88 | 0.66 | 0.76 | 1.00 | 1.36 | 1.68 | 2.20 | 2.41 | 2.03 | 2.29 | 1.98 | 1.33 | 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 06/04/2026, Common starting date is 06/02/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMD (ResMed Inc.) |
-9.02%
Oct 2020 – Oct 2023 |
-0.66%
May 2021 – May 2026 |
5.94%
Nov 2001 – Nov 2011 |
10.69%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMD (ResMed Inc.) |
101.30%
Mar 1997 – Mar 2000 |
75.66%
Feb 1996 – Feb 2001 |
40.61%
Feb 1996 – Feb 2006 |
29.27%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart