Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIO-B (Bio-Rad Laboratories Inc) | NA | -13.29% | -20.88% | -12.05% | 6.45% | 6.78% | 8.19% | … | … |
Data as of 05/14/2025, Common starting date is 09/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIO-B (Bio-Rad Laboratories Inc) | 09/22/1999 | 05/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.29 | -20.88 | -12.05 | 6.45 | 6.78 | 8.19 | … | … | -23.19 | 1.54 | -20.76 | -44.02 | 25.91 | 55.34 | 60.70 | -3.46 | 30.08 | 33.03 | 14.32 | -2.65 | 18.86 | 9.20 | -8.86 | 6.86 | 40.38 | -33.62 | 25.92 | 28.31 | 13.16 | -0.97 | 36.47 | 32.81 | 103.17 | 36.22 | -11.90 |
| Sharpe Ratio | NA | -0.27 | -0.57 | -0.37 | 0.15 | NA | NA | … | … | -0.71 | -0.10 | -0.74 | -0.98 | 0.87 | 1.57 | 2.23 | -0.17 | 1.31 | 1.98 | 0.69 | -0.13 | 1.29 | 0.41 | -0.32 | 0.28 | 1.35 | -0.78 | 0.86 | 1.16 | 0.49 | -0.09 | 0.88 | 0.69 | 2.64 | 0.93 | -1.35 |
| Standard Deviation(%) | NA | 63.16 | 44.62 | 39.37 | 31.97 | NA | NA | … | … | 76.38 | 51.93 | 33.87 | 46.28 | 29.68 | 34.99 | 26.54 | 28.68 | 22.52 | 16.55 | 20.85 | 20.35 | 14.58 | 22.42 | 28.20 | 23.82 | 29.93 | 44.41 | 26.86 | 21.61 | 22.41 | 20.21 | 40.88 | 45.69 | 39.00 | 34.46 | 29.58 |
| Draw Down(%) | NA | 37.01 | 59.28 | 72.48 | 72.48 | NA | NA | … | … | 37.01 | 20.69 | 42.09 | 51.65 | 12.87 | 19.75 | 10.61 | 31.86 | 12.31 | 9.57 | 12.82 | 18.74 | 9.94 | 17.47 | 31.00 | 25.78 | 27.42 | 42.51 | 22.65 | 14.28 | 19.17 | 17.62 | 22.35 | 28.36 | 16.67 | 35.34 | 14.75 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/14/2025, Common starting date is 09/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIO-B (Bio-Rad Laboratories Inc) |
-27.58%
Mar 2022 – Mar 2025 |
-7.77%
Apr 2020 – Apr 2025 |
5.67%
Apr 2015 – Apr 2025 |
5.63%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIO-B (Bio-Rad Laboratories Inc) |
73.11%
Jun 2000 – Jun 2003 |
40.62%
Jun 2000 – Jun 2005 |
24.32%
Apr 2000 – Apr 2010 |
19.02%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart