Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHC (Sotera Health Company) | -11.73% | 25.97% | 2.00% | -9.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHC (Sotera Health Company) | 11/23/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 25.97 | 2.00 | -9.11 | NA | NA | NA | … | … | -11.73 | 29.39 | -20.00 | 102.28 | -64.63 | -14.18 | -1.82 |
| Sharpe Ratio | NA | 0.64 | -0.01 | -0.19 | NA | NA | NA | … | … | -0.91 | 0.63 | -0.68 | 1.27 | -0.89 | -0.39 | -0.48 |
| Standard Deviation(%) | NA | 36.75 | 38.76 | 56.53 | NA | NA | NA | … | … | 30.75 | 42.58 | 39.59 | 77.78 | 74.49 | 36.76 | 34.10 |
| Draw Down(%) | NA | 32.14 | 48.77 | 78.19 | NA | NA | NA | … | … | 32.14 | 29.75 | 38.00 | 34.61 | 75.06 | 28.47 | 9.25 |
| 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 |
Data as of 06/04/2026, Common starting date is 11/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHC (Sotera Health Company) |
-24.24%
Apr 2021 – Apr 2024 |
-10.49%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHC (Sotera Health Company) |
34.12%
Oct 2022 – Oct 2025 |
-7.03%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart