Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STAA (STAAR Surgical Company) | 29.32% | 79.12% | -19.13% | -26.30% | 17.58% | 12.13% | 6.53% | … | … |
Data as of 06/04/2026, Common starting date is 02/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STAA (STAAR Surgical Company) | 02/24/1992 | 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.68 | 79.12 | -19.13 | -26.30 | 17.58 | 12.13 | 6.53 | … | … | 29.32 | -3.87 | -22.17 | -35.70 | -46.83 | 15.25 | 125.25 | 10.22 | 105.87 | 42.86 | 51.96 | -21.62 | -43.73 | 165.41 | -41.85 | 71.97 | 96.77 | 30.25 | -9.85 | -62.34 | -11.27 | 26.00 | -44.32 | 205.15 | -4.16 | -69.35 | 28.85 | 24.80 | -54.55 | 29.72 | 23.26 | 19.44 | 75.61 | 7.89 | -69.35 |
| Sharpe Ratio | NA | 0.94 | -0.39 | -0.49 | 0.29 | NA | NA | … | … | 1.43 | -0.10 | -0.51 | -0.74 | -0.71 | 0.25 | 2.09 | -0.24 | 1.49 | 0.65 | 0.32 | -0.67 | -1.16 | 2.89 | -1.05 | 0.88 | 1.49 | 0.10 | -0.31 | -1.49 | -0.90 | 0.06 | -0.81 | 2.61 | -0.28 | -0.76 | -0.62 | 0.67 | -0.31 | -0.37 | 0.55 | -0.72 | 1.30 | 0.12 | -0.68 |
| Standard Deviation(%) | NA | 64.00 | 60.87 | 60.88 | 57.57 | NA | NA | … | … | 59.90 | 68.87 | 57.45 | 54.70 | 68.16 | 60.20 | 59.53 | 53.42 | 56.42 | 36.63 | 55.73 | 59.54 | 53.74 | 50.83 | 57.85 | 61.07 | 52.39 | 111.24 | 93.99 | 56.64 | 37.59 | 82.94 | 78.42 | 71.27 | 85.42 | 120.11 | 64.65 | 73.80 | 68.22 | 45.17 | 45.46 | 59.16 | 59.68 | 67.65 | 109.20 |
| Draw Down(%) | NA | 43.65 | 74.76 | 90.72 | 90.72 | NA | NA | … | … | 32.75 | 39.62 | 54.20 | 61.43 | 58.04 | 45.89 | 41.01 | 43.40 | 42.92 | 16.13 | 35.76 | 37.32 | 55.56 | 16.80 | 55.58 | 30.11 | 34.42 | 68.75 | 75.84 | 68.14 | 30.49 | 52.99 | 72.47 | 43.24 | 66.09 | 86.87 | 38.19 | 42.31 | 64.54 | 27.52 | 37.86 | 33.33 | 32.65 | 38.89 | 77.61 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAA (STAAR Surgical Company) |
-53.97%
Apr 2006 – Apr 2009 |
-36.61%
Apr 2004 – Apr 2009 |
-22.04%
May 1999 – May 2009 |
-10.85%
Apr 1994 – Apr 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAA (STAAR Surgical Company) |
132.75%
Apr 2009 – Apr 2012 |
94.28%
Jun 2016 – Jun 2021 |
43.62%
Apr 2009 – Apr 2019 |
30.27%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart