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
VRTY (Healthcare Solutions Management Group Inc) NA 7,057.14% 470.37% 254.89% 32.97% NA NA
Data as of 12/08/2021, Common starting date is 10/22/2009
More Performance Analytics Comparison
Name Start Date End Date
VRTY (Healthcare Solutions Management Group Inc) 10/22/2009 12/08/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -1.76 7,057.14 470.37 254.89 32.97 NA NA 5,287.10 121.43 377.27 23.94 184.00 -94.44 15.38 -91.45 355.90 -80.39 -43.33 328.57 -58.00
Sharpe Ratio NA 14.03 1.28 0.65 0.10 NA NA 13.46 0.38 0.94 0.07 0.52 -0.28 0.05 -0.34 1.33 -0.30 -0.11 0.35 -0.10
Standard Deviation(%) NA 503.02 415.45 388.46 342.48 NA NA 517.11 320.73 397.85 334.45 352.74 337.44 302.53 267.73 267.29 271.82 380.55 987.45 973.77
Draw Down(%) NA 51.61 92.73 92.73 99.87 NA NA 51.61 88.38 92.73 78.00 79.17 95.83 81.75 92.04 78.57 96.13 94.55 97.41 58.00
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
Data as of 12/08/2021, Common starting date is 10/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VRTY (Healthcare Solutions Management Group Inc) -82.74%
Apr 2013 – Apr 2016
-68.83%
Jan 2012 – Jan 2017
-32.38%
May 2010 – May 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VRTY (Healthcare Solutions Management Group Inc) 606.70%
Oct 2018 – Oct 2021
309.67%
Oct 2016 – Oct 2021
48.17%
Nov 2011 – Nov 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return