Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMO (Thermo Fisher Scientific Inc.) | -20.40% | -30.14% | -9.10% | 4.19% | 12.43% | 15.55% | 14.91% | 12.00% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMO (Thermo Fisher Scientific Inc.) | 03/17/1980 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 03/17/1980.
AR inception is since 03/17/1980.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.54 | -30.14 | -9.10 | 4.19 | 12.43 | 15.55 | 14.91 | 12.00 | -20.40 | -1.72 | -3.36 | -17.29 | 43.54 | 43.72 | 45.55 | 18.21 | 35.03 | -0.12 | 13.75 | 13.06 | 75.78 | 43.17 | -18.77 | 16.08 | 39.98 | -40.93 | 27.36 | 50.32 | -0.20 | 19.80 | 25.25 | -15.67 | -6.77 | 98.33 | -11.44 | -61.51 | 6.67 | 18.99 | 15.88 | 6.85 | 33.69 | 1.07 | 61.47 | -5.71 | 51.23 | 48.62 | -19.85 | 26.71 | 50.94 | -9.09 | 114.63 | -27.65 | -30.89 | 30.85 |
| Sharpe Ratio | NA | -1.38 | -0.49 | 0.05 | 0.43 | NA | NA | 0.28 | -1.37 | -0.41 | -0.34 | -0.58 | 1.83 | 1.16 | 1.96 | 0.74 | 2.06 | -0.02 | 0.65 | 0.68 | 4.10 | 1.87 | -0.59 | 0.62 | 1.21 | -0.88 | 1.14 | 2.50 | -0.11 | 0.81 | 0.97 | -0.48 | -0.22 | 1.92 | -0.46 | -1.42 | 0.09 | 0.50 | 0.27 | 0.16 | 1.45 | -0.07 | 2.40 | -0.41 | 1.48 | 1.40 | -0.45 | 0.59 | 1.35 | -0.42 | 2.31 | -0.81 | -1.10 | 0.63 |
| Standard Deviation(%) | NA | 26.92 | 25.97 | 26.34 | 25.41 | NA | NA | 32.23 | 36.08 | 20.07 | 22.72 | 32.20 | 23.74 | 37.23 | 22.58 | 22.93 | 16.79 | 21.13 | 21.12 | 19.09 | 18.48 | 23.25 | 31.87 | 25.81 | 32.85 | 47.64 | 21.55 | 18.91 | 21.52 | 23.36 | 25.31 | 35.14 | 41.10 | 49.17 | 32.19 | 45.50 | 33.90 | 30.72 | 45.36 | 24.67 | 21.65 | 19.22 | 23.94 | 26.87 | 30.70 | 31.30 | 52.38 | 38.22 | 33.82 | 37.58 | 46.82 | 43.27 | 37.15 | 51.29 |
| Draw Down(%) | NA | 35.27 | 35.27 | 39.07 | 39.07 | NA | NA | 71.16 | 33.50 | 19.64 | 28.53 | 27.23 | 15.22 | 24.86 | 12.10 | 17.21 | 9.15 | 14.04 | 15.88 | 13.09 | 7.84 | 16.37 | 33.60 | 24.71 | 19.03 | 53.91 | 11.16 | 13.81 | 19.71 | 21.90 | 16.49 | 40.50 | 40.72 | 31.67 | 35.20 | 68.89 | 30.30 | 30.83 | 38.48 | 17.23 | 10.76 | 19.58 | 12.19 | 37.28 | 20.86 | 16.43 | 60.35 | 28.47 | 15.76 | 35.80 | 31.68 | 48.59 | 49.35 | 27.97 |
| Yield(%) | 0.00 | 0.27 | 0.26 | 0.37 | 0.73 | 1.54 | 2.13 | 15.97 | 0.08 | 0.29 | 0.25 | 0.19 | 0.22 | 0.27 | 0.35 | 0.35 | 0.42 | 0.43 | 0.47 | 0.55 | 0.92 | 1.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.52 | 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMO (Thermo Fisher Scientific Inc.) |
-30.77%
Sep 1996 - Sep 1999 |
-15.17%
Sep 1994 - Sep 1999 |
-2.10%
Apr 1995 - Apr 2005 |
1.59%
Dec 1996 - Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMO (Thermo Fisher Scientific Inc.) |
55.54%
Mar 1984 - Mar 1987 |
45.91%
Jul 1982 - Jul 1987 |
31.53%
Dec 2011 - Dec 2021 |
22.78%
Dec 1982 - Dec 1997 |
Annualized Rolling Returns Comparison Chart