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
ANGO (AngioDynamics, Inc.) -4.36% 10.23% 4.50% -13.47% -0.94% -1.20% -3.66%
Data as of 06/10/2026, Common starting date is 05/27/2004
More Performance Analytics Comparison
Name Start Date End Date
ANGO (AngioDynamics, Inc.) 05/27/2004 06/10/2026
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
Annualized Return (%) 9.64 10.23 4.50 -13.47 -0.94 -1.20 -3.66 -4.36 43.01 13.65 -43.06 -50.07 79.91 -4.25 -20.47 21.05 -1.42 38.96 -36.14 10.78 56.14 -25.79 -3.64 -4.24 17.24 -28.10 -11.40 -15.82 15.26 77.20
Sharpe Ratio NA 0.14 0.05 -0.28 -0.04 NA NA -0.34 0.73 0.12 -0.88 -0.99 2.13 -0.07 -0.68 0.60 -0.07 1.12 -1.29 0.35 1.92 -0.93 -0.10 -0.16 0.39 -0.40 -0.32 -0.36 0.22 2.22
Standard Deviation(%) NA 43.89 55.02 53.59 47.78 NA NA 52.85 56.23 61.14 53.85 52.03 37.48 66.16 32.15 33.10 27.79 34.57 27.93 30.51 29.27 28.07 37.22 27.46 44.52 72.92 45.89 53.84 58.30 72.31
Draw Down(%) NA 28.89 52.78 82.98 82.98 NA NA 26.68 35.32 34.37 60.14 58.64 21.38 51.12 43.10 22.00 15.33 17.46 43.00 28.60 23.77 31.78 26.38 22.07 28.88 50.91 41.12 50.11 32.65 39.87
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
Data as of 06/10/2026, Common starting date is 05/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANGO (AngioDynamics, Inc.) -39.36%
Jun 2021 – Jun 2024
-24.52%
Feb 2019 – Feb 2024
-9.80%
Feb 2014 – Feb 2024
-6.92%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANGO (AngioDynamics, Inc.) 29.78%
Oct 2004 – Oct 2007
15.52%
Aug 2013 – Aug 2018
7.50%
Jul 2012 – Jul 2022
3.49%
Oct 2004 – Oct 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return