Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
USNU (US NeuroSurgical Holdings Inc) NA 146.43% 97.18% 37.58% 20.16% 15.95% NA
Data as of 08/25/2025, Common starting date is 10/10/2007
More Performance Analytics Comparison
Name Start Date End Date
USNU (US NeuroSurgical Holdings Inc) 10/10/2007 08/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 146.43 97.18 37.58 20.16 15.95 NA 72.50 77.78 309.09 -52.17 -14.81 35.00 -4.76 -38.24 54.55 57.14 -70.83 380.00 0.00 66.67 -72.73 120.00 100.00 0.00 -16.67
Sharpe Ratio NA 0.98 0.56 0.25 0.14 NA NA 1.00 0.46 1.55 -0.46 -0.15 0.33 -0.09 -0.54 0.41 0.35 -0.41 2.15 0.00 0.38 -0.36 0.51 0.58 0.00 -0.52
Standard Deviation(%) NA 145.97 167.83 142.59 133.22 NA NA 129.95 157.80 200.25 117.76 97.46 105.23 72.05 73.14 131.19 163.97 172.62 176.55 155.10 177.50 201.09 236.75 171.89 309.82 111.09
Draw Down(%) NA 63.68 80.00 90.91 93.55 NA NA 36.67 61.58 63.64 66.67 47.73 45.00 36.00 47.37 48.39 45.45 88.73 60.71 66.67 72.41 87.50 65.52 47.37 90.00 28.57
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
Data as of 08/25/2025, Common starting date is 10/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USNU (US NeuroSurgical Holdings Inc) -28.86%
May 2020 – May 2023
-29.31%
Jan 2018 – Jan 2023
-7.44%
Jan 2013 – Jan 2023
-10.17%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USNU (US NeuroSurgical Holdings Inc) 126.80%
Oct 2011 – Oct 2014
50.29%
Oct 2011 – Oct 2016
26.31%
Oct 2011 – Oct 2021
23.60%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return