Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRDX (SurModics Inc) | NA | 8.95% | 7.38% | 2.80% | 7.39% | 10.75% | 0.41% | … | … |
Data as of 11/28/2025, Common starting date is 03/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRDX (SurModics Inc) | 03/04/1998 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.95 | 7.38 | 2.80 | 7.39 | 10.75 | 0.41 | … | … | 8.54 | 8.50 | 6.54 | -29.14 | 10.64 | 5.04 | -12.34 | 68.79 | 10.24 | 25.31 | -8.28 | -9.39 | 9.08 | 52.52 | 23.50 | -47.62 | -10.33 | -53.44 | 74.39 | -15.87 | 13.78 | 36.94 | -17.22 | -21.34 | -0.96 | 145.42 | 93.55 | 90.77 |
| Sharpe Ratio | NA | 0.11 | 0.07 | 0.00 | 0.12 | NA | NA | … | … | 0.12 | 0.05 | 0.04 | -0.71 | 0.30 | 0.09 | -0.76 | 1.23 | -0.33 | -0.22 | -0.83 | -1.04 | -0.27 | 1.02 | 0.09 | -1.22 | -0.61 | -1.44 | 1.45 | -1.24 | -0.21 | 0.47 | -0.76 | -0.71 | -0.27 | 0.88 | 1.95 | 2.51 |
| Standard Deviation(%) | NA | 52.91 | 52.95 | 48.02 | 45.35 | NA | NA | … | … | 55.38 | 40.86 | 62.40 | 42.94 | 35.48 | 55.86 | 46.68 | 38.38 | 27.75 | 39.91 | 32.16 | 26.84 | 35.36 | 33.81 | 52.68 | 54.07 | 47.21 | 50.44 | 36.37 | 30.86 | 35.02 | 36.55 | 48.36 | 58.02 | 83.37 | 87.73 | 60.71 | 62.40 |
| Draw Down(%) | NA | 34.16 | 55.53 | 71.60 | 78.68 | NA | NA | … | … | 33.47 | 30.15 | 55.53 | 42.00 | 28.37 | 46.83 | 34.48 | 44.08 | 15.66 | 21.93 | 25.97 | 29.74 | 28.35 | 19.99 | 42.47 | 63.78 | 40.77 | 63.71 | 15.11 | 22.68 | 23.26 | 22.76 | 51.04 | 57.10 | 46.79 | 40.19 | 36.29 | 55.75 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/28/2025, Common starting date is 03/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRDX (SurModics Inc) |
-43.63%
Nov 2007 – Nov 2010 |
-25.09%
Nov 2005 – Nov 2010 |
-15.36%
Jun 2001 – Jun 2011 |
-6.52%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRDX (SurModics Inc) |
134.26%
Aug 1998 – Aug 2001 |
56.05%
Aug 1998 – Aug 2003 |
26.81%
Aug 1998 – Aug 2008 |
12.92%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart