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
ASTH (Astrana Health, Inc.) NA 51.86% 4.79% -1.49% 22.01% 21.38% NA
Data as of 06/08/2026, Common starting date is 11/26/2007
More Performance Analytics Comparison
Name Start Date End Date
ASTH (Astrana Health, Inc.) 11/26/2007 06/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 51.86 4.79 -1.49 22.01 21.38 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 11/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASTH (Astrana Health, Inc.) -58.67%
May 2009 – May 2012
-21.71%
May 2009 – May 2014
0.48%
May 2009 – May 2019
5.35%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASTH (Astrana Health, Inc.) 242.00%
Jul 2009 – Jul 2012
128.61%
Nov 2016 – Nov 2021
65.37%
Jul 2009 – Jul 2019
51.82%
Jul 2009 – Jul 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return