Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVS (Bioventus Inc.) | 23.66% | 36.90% | 50.29% | -12.05% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/12/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVS (Bioventus Inc.) | 02/12/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.44 | 36.90 | 50.29 | -12.05 | NA | NA | NA | … | … | 23.66 | -28.95 | 101.52 | 101.92 | -81.99 | -15.85 |
| Sharpe Ratio | NA | 0.72 | 0.71 | -0.18 | NA | NA | NA | … | … | 1.13 | -0.57 | 1.44 | 0.93 | -0.68 | -0.36 |
| Standard Deviation(%) | NA | 50.00 | 65.30 | 84.64 | NA | NA | NA | … | … | 48.52 | 56.17 | 66.89 | 105.92 | 122.50 | 49.26 |
| Draw Down(%) | NA | 27.51 | 55.22 | 95.05 | NA | NA | NA | … | … | 27.51 | 44.43 | 31.13 | 68.47 | 88.15 | 34.20 |
| 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 |
Data as of 06/09/2026, Common starting date is 02/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVS (Bioventus Inc.) |
-34.97%
Apr 2021 – Apr 2024 |
-13.70%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVS (Bioventus Inc.) |
113.80%
Apr 2023 – Apr 2026 |
-7.28%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart