Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRTX (Vertex Pharmaceuticals Incorporated) | 18.94% | -1.44% | 17.66% | 10.15% | 14.76% | 19.24% | 18.16% | 15.19% |
Data as of 07/09/2025, AR inception is 07/24/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTX (Vertex Pharmaceuticals Incorporated) | 07/24/1991 | 07/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.80 | -1.44 | 17.66 | 10.15 | 14.76 | 19.24 | 18.16 | 15.19 | 18.94 | 0.46 | 40.90 | 31.50 | -7.08 | 7.94 | 32.13 | 10.58 | 103.42 | -41.45 | 5.92 | 59.89 | 77.33 | 26.17 | -5.20 | -18.25 | 41.05 | 30.78 | -37.92 | 35.24 | 161.78 | 2.13 | -34.70 | -35.54 | -65.61 | 308.57 | 17.65 | -9.85 | -18.01 | 51.89 | 76.67 | -18.92 | 89.74 | -33.90 | 63.89 |
| Sharpe Ratio | NA | -0.19 | 0.51 | 0.26 | 0.35 | NA | NA | 0.24 | 0.96 | -0.25 | 1.50 | 0.95 | -0.27 | 0.16 | 0.33 | -0.33 | 2.31 | -1.75 | -0.31 | 0.82 | 1.00 | 0.12 | -0.47 | -1.22 | 0.54 | 0.16 | -1.43 | 0.25 | 2.82 | -0.37 | -0.80 | -0.78 | -1.01 | 2.23 | 0.70 | 0.39 | -1.07 | 0.95 | 0.28 | -0.31 | 1.30 | -0.50 | 3.42 |
| Standard Deviation(%) | NA | 29.09 | 26.46 | 29.19 | 34.15 | NA | NA | 54.42 | 28.26 | 24.86 | 24.68 | 31.74 | 26.30 | 47.10 | 26.80 | 33.54 | 36.68 | 42.94 | 40.67 | 50.22 | 58.72 | 61.94 | 50.67 | 30.09 | 41.63 | 70.25 | 42.12 | 51.22 | 49.88 | 47.85 | 67.36 | 70.74 | 86.89 | 107.46 | 60.57 | 60.44 | 60.27 | 56.24 | 51.35 | 54.96 | 68.70 | 67.16 | 60.44 |
| Draw Down(%) | NA | 23.24 | 23.24 | 41.60 | 49.10 | NA | NA | 91.77 | 18.02 | 23.24 | 11.74 | 19.24 | 26.65 | 31.70 | 15.45 | 21.18 | 17.36 | 42.76 | 30.38 | 26.95 | 32.01 | 40.05 | 54.15 | 27.33 | 25.06 | 40.25 | 42.73 | 33.80 | 26.36 | 28.14 | 51.22 | 59.03 | 77.79 | 55.26 | 37.15 | 61.15 | 49.63 | 38.82 | 29.35 | 45.45 | 37.21 | 60.87 | 28.80 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/09/2025, AR inception is 07/24/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTX (Vertex Pharmaceuticals Incorporated) |
-47.96%
Oct 2000 - Oct 2003 |
-26.37%
Aug 2000 - Aug 2005 |
-8.94%
Aug 2000 - Aug 2010 |
1.40%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTX (Vertex Pharmaceuticals Incorporated) |
84.81%
Oct 1997 - Oct 2000 |
62.37%
Oct 1995 - Oct 2000 |
29.18%
Apr 2005 - Apr 2015 |
24.37%
Apr 2005 - Apr 2020 |
Annualized Rolling Returns Comparison Chart