Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEM (Select Medical Holdings Corporation) | 12.28% | 9.75% | 4.21% | -3.49% | 10.10% | 10.80% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEM (Select Medical Holdings Corporation) | 09/28/2009 | 06/05/2026 |
| 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 (%) | 0.24 | 9.75 | 4.21 | -3.49 | 10.10 | 10.80 | NA | … | … | 12.28 | -19.84 | 51.17 | -3.52 | -13.85 | 7.41 | 18.51 | 52.05 | -13.03 | 33.21 | 11.25 | -16.68 | 27.90 | 27.67 | 28.69 | 16.01 | -31.17 | 1.63 |
| Sharpe Ratio | NA | 0.25 | 0.07 | -0.16 | 0.21 | NA | NA | … | … | 1.48 | -0.51 | 1.31 | -0.24 | -0.33 | 0.20 | 0.23 | 1.71 | -0.39 | 0.98 | 0.25 | -0.48 | 0.88 | 0.79 | 0.63 | 0.35 | -0.83 | 0.27 |
| Standard Deviation(%) | NA | 31.74 | 36.24 | 37.82 | 42.60 | NA | NA | … | … | 19.88 | 45.05 | 36.19 | 29.88 | 46.08 | 37.85 | 77.81 | 29.57 | 37.14 | 33.34 | 43.90 | 35.11 | 31.51 | 34.97 | 45.61 | 45.12 | 37.59 | 23.72 |
| Draw Down(%) | NA | 24.02 | 45.07 | 49.09 | 60.26 | NA | NA | … | … | 9.77 | 41.80 | 19.87 | 32.91 | 28.12 | 37.55 | 60.26 | 18.40 | 30.88 | 19.00 | 37.50 | 39.80 | 26.07 | 22.31 | 27.24 | 40.99 | 46.42 | 14.07 |
| Yield(%) | 0.00 | 1.64 | 1.32 | 1.06 | 1.75 | 3.38 | 2.18 | … | … | 0.85 | 1.34 | 2.09 | 2.01 | 1.65 | 1.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.71 | 3.56 | 3.03 | 17.22 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEM (Select Medical Holdings Corporation) |
-7.40%
Apr 2021 – Apr 2024 |
-3.57%
May 2021 – May 2026 |
6.44%
May 2015 – May 2025 |
9.99%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEM (Select Medical Holdings Corporation) |
34.15%
Jul 2011 – Jul 2014 |
31.29%
Jun 2016 – Jun 2021 |
21.14%
Sep 2011 – Sep 2021 |
13.04%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart