Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTRS (Viatris Inc.) | -24.76% | -14.65% | 1.35% | -7.53% | -17.09% | -3.11% | -2.79% | 3.61% |
Data as of 07/11/2025, AR inception is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTRS (Viatris Inc.) | 03/18/1980 | 07/11/2025 |
| 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 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.87 | -14.65 | 1.35 | -7.53 | -17.09 | -3.11 | -2.79 | 3.61 | -24.76 | 19.68 | 2.06 | -14.29 | -26.12 | -6.77 | -26.64 | -35.24 | 10.90 | -29.44 | -4.08 | 29.88 | 58.11 | 27.91 | 1.56 | 14.65 | 86.35 | -29.66 | -29.13 | 1.15 | 14.14 | -29.58 | -27.24 | -5.80 | 50.68 | 1.55 | -18.80 | 52.39 | 28.52 | -27.81 | 33.01 | 9.30 | -18.01 | 55.21 | 111.07 | -10.57 | 173.24 | 7.58 | -25.84 | -39.46 | -27.59 | 27.67 | 10.42 | 6.67 | 107.69 | -12.16 |
| Sharpe Ratio | NA | -0.49 | -0.06 | -0.28 | -0.48 | NA | NA | 0.01 | -1.12 | 0.54 | -0.06 | -0.35 | -0.82 | -0.15 | -0.57 | -1.09 | 0.32 | -0.72 | -0.10 | 1.03 | 2.85 | 1.31 | 0.04 | 0.59 | 2.26 | -0.50 | -1.13 | -0.08 | 0.47 | -0.89 | -0.44 | -0.21 | 1.19 | -0.04 | -0.48 | 0.93 | 0.53 | -0.87 | 0.91 | 0.16 | -0.40 | 1.41 | 2.69 | -0.33 | 3.52 | 0.06 | -0.58 | -0.75 | -0.38 | 0.27 | 0.05 | -0.02 | 0.95 | -0.47 |
| Standard Deviation(%) | NA | 36.61 | 31.49 | 34.62 | 38.46 | NA | NA | 48.17 | 40.34 | 29.55 | 25.19 | 44.70 | 31.92 | 46.28 | 49.76 | 33.68 | 31.99 | 41.36 | 42.02 | 28.94 | 20.38 | 21.40 | 35.70 | 24.79 | 38.16 | 60.83 | 28.77 | 28.92 | 25.18 | 34.38 | 63.92 | 32.77 | 41.37 | 66.70 | 46.35 | 52.53 | 46.30 | 35.96 | 31.88 | 39.31 | 50.02 | 36.92 | 39.66 | 49.19 | 47.52 | 41.28 | 51.47 | 58.43 | 87.48 | 76.98 | 85.04 | 64.02 | 101.92 | 49.57 |
| Draw Down(%) | NA | 45.02 | 45.02 | 54.33 | 88.02 | NA | NA | 88.75 | 40.95 | 24.15 | 25.93 | 43.25 | 33.98 | 41.97 | 47.66 | 44.98 | 34.56 | 36.88 | 48.51 | 21.38 | 9.84 | 12.87 | 35.95 | 27.48 | 17.12 | 62.53 | 41.29 | 23.10 | 14.12 | 42.95 | 46.74 | 32.73 | 21.03 | 47.29 | 44.38 | 34.64 | 35.73 | 39.53 | 21.23 | 36.98 | 43.66 | 26.01 | 18.47 | 39.42 | 15.85 | 38.10 | 54.07 | 59.72 | 61.54 | 41.58 | 57.36 | 56.97 | 55.80 | 35.71 |
| Yield(%) | 0.00 | 4.29 | 4.78 | 2.49 | 0.28 | 0.76 | 0.63 | 8.04 | 1.93 | 4.21 | 4.22 | 3.38 | 1.78 | 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 | 0.60 | 1.20 | 1.20 | 0.48 | 0.76 | 1.06 | 1.46 | 1.48 | 1.20 | 1.79 | 2.18 | 1.57 | 2.35 | 2.51 | 1.54 | 2.60 | 6.79 | 4.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRS (Viatris Inc.) |
-34.89%
Jan 1985 - Jan 1988 |
-25.33%
Apr 2015 - Apr 2020 |
-18.00%
Apr 2015 - Apr 2025 |
-5.17%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRS (Viatris Inc.) |
72.78%
Dec 1988 - Dec 1991 |
56.48%
Jan 1988 - Jan 1993 |
31.12%
Nov 1988 - Nov 1998 |
20.78%
Dec 1987 - Dec 2002 |
Annualized Rolling Returns Comparison Chart