Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VEEV (Veeva Systems Inc.) | -19.99% | -37.02% | -2.63% | -9.13% | 17.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VEEV (Veeva Systems Inc.) | 10/17/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.65 | -37.02 | -2.63 | -9.13 | 17.68 | NA | NA | … | … | -19.99 | 6.85 | 9.21 | 19.30 | -36.83 | -6.16 | 93.55 | 57.48 | 61.58 | 35.82 | 41.07 | 9.24 | -17.73 | -22.84 |
| Sharpe Ratio | NA | -1.16 | -0.04 | -0.33 | 0.44 | NA | NA | … | … | -1.12 | 0.12 | 0.15 | 0.42 | -0.77 | -0.19 | 1.94 | 1.57 | 1.52 | 1.12 | 1.19 | 0.22 | -0.35 | -1.26 |
| Standard Deviation(%) | NA | 34.76 | 35.60 | 37.62 | 38.02 | NA | NA | … | … | 42.61 | 34.09 | 30.98 | 36.25 | 50.02 | 33.40 | 47.91 | 36.11 | 39.57 | 31.55 | 34.22 | 40.95 | 50.74 | 57.33 |
| Draw Down(%) | NA | 50.55 | 50.55 | 55.69 | 55.69 | NA | NA | … | … | 37.21 | 29.64 | 26.99 | 26.60 | 41.05 | 26.84 | 26.70 | 20.43 | 26.51 | 19.19 | 28.91 | 30.16 | 52.72 | 31.10 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEEV (Veeva Systems Inc.) |
-16.75%
Jul 2021 – Jul 2024 |
-11.20%
Apr 2021 – Apr 2026 |
15.72%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VEEV (Veeva Systems Inc.) |
71.95%
Apr 2016 – Apr 2019 |
64.41%
Sep 2015 – Sep 2020 |
28.96%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart