Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USNA (USANA Health Sciences, Inc.) | -8.15% | -37.98% | -33.73% | -29.66% | -11.66% | 1.71% | -0.08% | … | … |
Data as of 06/05/2026, Common starting date is 04/04/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USNA (USANA Health Sciences, Inc.) | 04/04/1994 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.48 | -37.98 | -33.73 | -29.66 | -11.66 | 1.71 | -0.08 | … | … | -8.15 | -44.72 | -33.04 | 0.75 | -47.43 | 31.26 | -1.85 | -33.28 | 58.99 | 21.00 | -4.19 | 24.52 | 35.74 | 129.52 | 8.43 | -30.10 | 36.21 | -6.83 | -7.66 | -28.22 | 34.67 | 12.16 | 11.76 | 407.88 | 895.87 | -19.33 | -70.00 | -50.62 | 11.72 | 0.69 | 58.24 | 1,037.50 | 100.00 |
| Sharpe Ratio | NA | -0.84 | -0.90 | -0.87 | -0.34 | NA | NA | … | … | -0.46 | -0.99 | -1.04 | -0.09 | -1.47 | 1.06 | -0.04 | -0.84 | 1.62 | 0.68 | -0.11 | 0.44 | 0.76 | 3.19 | 0.25 | -0.65 | 1.04 | -0.10 | -0.11 | -0.53 | 1.09 | 0.27 | 0.24 | 5.91 | 7.51 | -0.19 | -0.65 | -0.71 | 0.10 | -0.04 | 0.62 | 7.02 | 0.82 |
| Standard Deviation(%) | NA | 48.19 | 41.28 | 36.88 | 38.73 | NA | NA | … | … | 44.34 | 48.41 | 35.17 | 32.39 | 33.29 | 29.34 | 56.13 | 41.53 | 35.63 | 30.23 | 41.86 | 55.48 | 46.77 | 40.53 | 33.72 | 46.61 | 34.71 | 66.05 | 78.29 | 59.00 | 28.75 | 37.35 | 45.45 | 68.93 | 119.10 | 115.48 | 114.10 | 76.04 | 81.85 | 66.34 | 86.81 | 147.26 | 182.39 |
| Draw Down(%) | NA | 52.30 | 75.12 | 83.92 | 87.60 | NA | NA | … | … | 24.99 | 48.69 | 38.70 | 34.57 | 52.73 | 17.90 | 45.19 | 50.47 | 23.66 | 17.14 | 27.86 | 34.55 | 25.11 | 26.06 | 37.22 | 45.95 | 24.07 | 45.71 | 62.35 | 52.14 | 16.78 | 27.98 | 33.34 | 30.69 | 41.53 | 57.91 | 82.92 | 76.09 | 61.54 | 54.04 | 43.55 | 36.84 | 62.50 |
| 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 |
Data as of 06/05/2026, Common starting date is 04/04/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USNA (USANA Health Sciences, Inc.) |
-55.94%
Jul 1998 – Jul 2001 |
-34.02%
May 1996 – May 2001 |
-11.71%
Mar 2016 – Mar 2026 |
-0.67%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USNA (USANA Health Sciences, Inc.) |
315.37%
Mar 2002 – Mar 2005 |
143.38%
Dec 2001 – Dec 2006 |
77.89%
Jul 1994 – Jul 2004 |
47.94%
Jul 1994 – Jul 2009 |
Annualized Rolling Returns Comparison Chart