Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTMD (Utah Medical Products, Inc.) | 22.09% | 24.11% | -8.36% | -2.32% | 2.03% | 8.34% | 6.64% | … | … |
Data as of 06/04/2026, Common starting date is 03/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTMD (Utah Medical Products, Inc.) | 03/09/1999 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.60 | 24.11 | -8.36 | -2.32 | 2.03 | 8.34 | 6.64 | … | … | 22.09 | -7.01 | -25.69 | -15.12 | 1.86 | 21.96 | -20.87 | 31.44 | 3.24 | 13.59 | 26.31 | -0.29 | 7.04 | 61.74 | 37.45 | 4.07 | -2.73 | 38.40 | -23.59 | -7.31 | 5.78 | 45.97 | -12.27 | 36.86 | 40.34 | 81.47 | 11.11 | 13.68 |
| Sharpe Ratio | NA | 0.92 | -0.58 | -0.21 | 0.00 | NA | NA | … | … | 2.21 | -0.48 | -1.36 | -0.62 | 0.01 | 0.79 | -0.41 | 0.92 | 0.06 | 0.62 | 1.04 | -0.01 | 0.20 | 1.73 | 1.72 | 0.19 | -0.11 | 1.31 | -0.80 | -0.65 | 0.13 | 1.76 | -0.29 | 1.43 | 1.32 | 1.80 | 0.15 | 0.34 |
| Standard Deviation(%) | NA | 23.53 | 22.48 | 27.52 | 30.59 | NA | NA | … | … | 23.37 | 20.89 | 21.63 | 30.29 | 34.26 | 27.69 | 51.36 | 32.59 | 30.50 | 21.00 | 25.12 | 28.78 | 34.80 | 35.60 | 21.98 | 20.72 | 26.14 | 29.33 | 30.55 | 16.26 | 18.27 | 24.90 | 45.61 | 25.27 | 29.64 | 44.85 | 44.69 | 40.13 |
| Draw Down(%) | NA | 15.77 | 46.47 | 55.59 | 55.59 | NA | NA | … | … | 10.35 | 18.92 | 26.38 | 22.60 | 18.72 | 26.33 | 28.78 | 21.36 | 35.27 | 19.11 | 14.51 | 18.53 | 19.46 | 23.49 | 6.53 | 15.57 | 15.88 | 14.37 | 29.17 | 13.46 | 11.20 | 10.55 | 36.07 | 13.30 | 15.53 | 28.68 | 25.00 | 22.83 |
| Yield(%) | 0.00 | 2.20 | 1.30 | 1.82 | 2.01 | 4.50 | 3.92 | … | … | 0.55 | 2.00 | 1.44 | 1.21 | 1.20 | 3.41 | 1.05 | 1.30 | 1.37 | 1.49 | 1.78 | 2.21 | 1.94 | 2.57 | 3.53 | 3.50 | 5.63 | 3.86 | 3.06 | 2.68 | 2.55 | 2.84 | 1.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTMD (Utah Medical Products, Inc.) |
-16.29%
Dec 2022 – Dec 2025 |
-9.59%
May 2020 – May 2025 |
0.98%
Mar 2015 – Mar 2025 |
6.46%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTMD (Utah Medical Products, Inc.) |
55.75%
Nov 2000 – Nov 2003 |
38.14%
Nov 2000 – Nov 2005 |
18.61%
Nov 2000 – Nov 2010 |
18.86%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart