Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZBH (Zimmer Biomet Holdings, Inc.) | -3.33% | -4.22% | -11.95% | -10.15% | -2.36% | 2.60% | 2.27% | … | … |
Data as of 06/04/2026, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZBH (Zimmer Biomet Holdings, Inc.) | 07/26/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.67 | -4.22 | -11.95 | -10.15 | -2.36 | 2.60 | 2.27 | … | … | -3.33 | -14.03 | -12.46 | -3.81 | 4.32 | -17.02 | 3.69 | 45.38 | -13.31 | 17.16 | 0.59 | -9.55 | 21.71 | 39.80 | 24.78 | -0.48 | -9.19 | 46.24 | -38.90 | -15.60 | 16.22 | -15.83 | 13.81 | 69.56 | 35.95 | 8.68 |
| Sharpe Ratio | NA | -0.43 | -0.60 | -0.54 | -0.16 | NA | NA | … | … | -0.70 | -0.53 | -0.75 | -0.37 | 0.09 | -0.69 | 0.07 | 2.02 | -0.63 | 0.85 | 0.02 | -0.47 | 1.02 | 2.45 | 1.29 | -0.02 | -0.38 | 1.37 | -0.91 | -0.70 | 0.58 | -0.67 | 0.44 | 2.48 | 1.00 | 0.65 |
| Standard Deviation(%) | NA | 31.18 | 26.72 | 26.92 | 28.55 | NA | NA | … | … | 30.71 | 31.81 | 21.44 | 20.57 | 30.52 | 24.54 | 49.74 | 21.71 | 23.44 | 19.48 | 25.26 | 20.41 | 21.23 | 16.23 | 19.33 | 29.31 | 24.17 | 33.61 | 43.89 | 27.01 | 21.99 | 26.85 | 29.17 | 27.75 | 34.75 | 31.46 |
| Draw Down(%) | NA | 25.54 | 43.94 | 49.17 | 52.10 | NA | NA | … | … | 20.99 | 22.25 | 22.91 | 29.30 | 23.89 | 33.23 | 49.73 | 13.28 | 26.04 | 18.02 | 26.37 | 24.10 | 11.09 | 7.58 | 11.19 | 31.97 | 26.28 | 25.37 | 56.13 | 30.90 | 26.75 | 29.63 | 23.84 | 14.52 | 19.22 | 16.43 |
| Yield(%) | 0.00 | 1.05 | 0.74 | 0.60 | 0.67 | 0.84 | 0.67 | … | … | 0.27 | 0.92 | 0.79 | 0.75 | 0.74 | 0.63 | 0.64 | 0.94 | 0.77 | 0.23 | 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 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZBH (Zimmer Biomet Holdings, Inc.) |
-20.30%
Feb 2006 – Feb 2009 |
-14.27%
Feb 2004 – Feb 2009 |
-2.91%
May 2016 – May 2026 |
1.88%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZBH (Zimmer Biomet Holdings, Inc.) |
41.75%
Sep 2001 – Sep 2004 |
21.79%
Feb 2009 – Feb 2014 |
13.61%
Feb 2009 – Feb 2019 |
10.97%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison Chart