Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDXB (Becton Dickinson and Company) | NA | 2.17% | 5.79% | NA | NA | NA | NA | … | … |
Data as of 05/31/2023, Common starting date is 05/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDXB (Becton Dickinson and Company) | 05/22/2020 | 05/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | 2.17 | 5.79 | NA | NA | NA | NA | … | … | -0.85 | 6.94 | 2.59 | 80.38 |
| Sharpe Ratio | NA | -0.07 | 0.71 | NA | NA | NA | NA | … | … | -0.74 | 0.32 | 0.15 | 2.41 |
| Standard Deviation(%) | NA | 14.46 | 33.74 | NA | NA | NA | NA | … | … | 9.26 | 17.47 | 16.95 | 67.54 |
| Draw Down(%) | NA | 12.07 | 15.54 | NA | NA | NA | NA | … | … | 6.15 | 12.07 | 11.50 | 15.54 |
| Yield(%) | 0.00 | 4.35 | 5.30 | 5.27 | 2.64 | 1.76 | 1.32 | … | … | 1.49 | 5.65 | 5.44 | 4.90 |
Data as of 05/31/2023, Common starting date is 05/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDXB (Becton Dickinson and Company) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDXB (Becton Dickinson and Company) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart