Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMDX (TransMedics Group, Inc.) | -41.33% | -45.02% | -1.53% | 22.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMDX (TransMedics Group, Inc.) | 05/03/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.22 | -45.02 | -1.53 | 22.24 | NA | NA | NA | … | … | -41.33 | 99.20 | -21.01 | 27.88 | 222.13 | -3.72 | 4.68 | -23.35 |
| Sharpe Ratio | NA | -0.84 | -0.07 | 0.27 | NA | NA | NA | … | … | -1.18 | 1.66 | -0.42 | 0.34 | 2.65 | -0.05 | 0.07 | -0.60 |
| Standard Deviation(%) | NA | 59.32 | 67.69 | 69.89 | NA | NA | NA | … | … | 66.85 | 59.47 | 70.46 | 71.11 | 83.85 | 75.64 | 66.74 | 56.87 |
| Draw Down(%) | NA | 58.76 | 67.79 | 67.79 | NA | NA | NA | … | … | 58.08 | 27.89 | 65.63 | 61.76 | 38.18 | 59.93 | 48.02 | 45.38 |
| 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 |
Data as of 06/04/2026, Common starting date is 05/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMDX (TransMedics Group, Inc.) |
-2.57%
May 2023 – May 2026 |
19.10%
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 |
|---|---|---|---|---|
| TMDX (TransMedics Group, Inc.) |
84.39%
Mar 2020 – Mar 2023 |
61.48%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart