Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UHID (Universal Health Services Inc) | NA | 29.52% | 5.16% | 3.06% | 6.84% | NA | NA | … | … |
Data as of 08/16/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHID (Universal Health Services Inc) | 06/19/2012 | 08/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.52 | 5.16 | 3.06 | 6.84 | NA | NA | … | … | 36.00 | -3.85 | 0.00 | -11.07 | 0.00 | 19.28 | -7.87 | -21.16 | 20.47 | 40.96 | 92.73 | 0.00 |
| Sharpe Ratio | NA | 0.76 | 0.19 | 0.11 | 0.25 | NA | NA | … | … | 1.56 | -0.34 | 0.00 | -1.14 | 0.00 | 1.03 | -0.33 | -0.47 | 0.73 | 1.68 | 2.69 | 0.00 |
| Standard Deviation(%) | NA | 33.96 | 20.40 | 15.81 | 23.91 | NA | NA | … | … | 38.43 | 15.33 | 0.00 | 9.86 | NA | 17.49 | 25.74 | 45.09 | 28.17 | 24.41 | 34.43 | NA |
| Draw Down(%) | NA | 10.07 | 17.91 | 17.91 | 35.40 | NA | NA | … | … | 2.22 | 10.07 | 0.00 | 11.29 | 0.00 | 0.00 | 20.96 | 28.38 | 14.49 | 10.39 | 6.99 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 0.22 | 0.16 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.38 | 0.36 | 0.18 | 0.13 | 0.12 | 0.00 |
Data as of 08/16/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHID (Universal Health Services Inc) |
-7.68%
Apr 2016 – Apr 2019 |
-6.89%
Apr 2016 – Apr 2021 |
6.84%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHID (Universal Health Services Inc) |
49.98%
Aug 2012 – Aug 2015 |
24.63%
Jul 2012 – Jul 2017 |
9.98%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart