Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMSYF (Ramsay Health Care Limited) | 25.00% | 20.36% | -17.39% | -12.64% | -4.10% | 4.46% | NA | … | … |
Data as of 03/06/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMSYF (Ramsay Health Care Limited) | 06/10/2010 | 03/06/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.36 | -17.39 | -12.64 | -4.10 | 4.46 | NA | … | … | 25.00 | -4.03 | -16.44 | -17.18 | -11.34 | 6.40 | -7.60 | 33.65 | -20.98 | 8.73 | 12.97 | -1.72 | 30.44 | 35.68 | 46.54 | 10.11 | 59.36 |
| Sharpe Ratio | NA | 0.41 | -0.40 | -0.34 | -0.17 | NA | NA | … | … | 4.61 | -0.14 | -0.76 | -0.39 | -0.31 | 0.32 | -0.29 | 1.19 | -0.81 | 0.43 | 0.53 | -0.08 | 1.20 | 1.61 | 2.30 | 0.58 | 5.71 |
| Standard Deviation(%) | NA | 45.59 | 52.13 | 43.21 | 34.41 | NA | NA | … | … | 53.40 | 49.33 | 36.36 | 56.04 | 41.29 | 20.03 | 26.94 | 27.00 | 27.61 | 19.07 | 24.30 | 22.22 | 25.31 | 22.20 | 20.39 | 17.28 | 22.53 |
| Draw Down(%) | NA | 20.74 | 57.62 | 66.63 | 66.63 | NA | NA | … | … | 0.00 | 20.74 | 23.57 | 30.17 | 40.98 | 12.53 | 29.49 | 21.76 | 31.26 | 15.34 | 20.62 | 20.82 | 13.58 | 8.96 | 5.69 | 7.61 | 2.17 |
| Yield(%) | 0.00 | 1.24 | 1.10 | 1.44 | 2.02 | 4.88 | 5.79 | … | … | 0.00 | 1.24 | 2.15 | 1.15 | 1.63 | 3.14 | 0.00 | 3.25 | 2.89 | 3.01 | 2.83 | 2.15 | 3.02 | 2.55 | 1.32 | 3.01 | 1.94 |
Data as of 03/06/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMSYF (Ramsay Health Care Limited) |
-27.16%
May 2022 – May 2025 |
-15.21%
Dec 2019 – Dec 2024 |
-6.81%
Apr 2015 – Apr 2025 |
4.05%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMSYF (Ramsay Health Care Limited) |
41.69%
Jul 2010 – Jul 2013 |
33.43%
Jul 2010 – Jul 2015 |
16.31%
Jul 2010 – Jul 2020 |
6.72%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart