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
EHTH (eHealth, Inc.) -64.13% -60.24% -44.11% -51.64% -19.07% -12.81% NA
Data as of 06/09/2026, Common starting date is 10/20/2006
More Performance Analytics Comparison
Name Start Date End Date
EHTH (eHealth, Inc.) 10/20/2006 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 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 6.45 -60.24 -44.11 -51.64 -19.07 -12.81 NA -64.13 -56.17 -0.80 80.17 -81.02 -63.89 -26.51 150.08 121.19 63.10 6.71 -59.95 -46.40 69.18 86.94 3.59 -13.63 23.72 -58.64 59.67 -11.29
Sharpe Ratio NA -0.61 -0.55 -0.62 -0.26 NA NA -0.90 -0.66 -0.10 0.90 -0.87 -0.84 -0.32 2.03 1.99 0.91 -0.39 -0.82 -0.96 0.85 2.43 -0.40 -0.79 0.10 -1.14 0.83 -1.50
Standard Deviation(%) NA 101.40 82.69 86.19 77.46 NA NA 102.45 90.70 76.27 84.89 95.03 76.29 82.53 62.36 49.94 48.24 70.66 96.06 67.94 59.36 28.49 37.29 40.81 48.75 68.58 45.79 50.71
Draw Down(%) NA 78.05 88.87 98.05 99.15 NA NA 73.04 71.18 58.72 43.61 90.23 75.17 57.69 51.85 28.91 37.74 48.59 63.48 68.26 45.34 14.67 19.17 49.47 31.89 75.08 30.14 25.90
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
Data as of 06/09/2026, Common starting date is 10/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EHTH (eHealth, Inc.) -66.21%
Nov 2019 – Nov 2022
-55.35%
Mar 2021 – Mar 2026
-20.40%
Apr 2014 – Apr 2024
-14.47%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EHTH (eHealth, Inc.) 126.99%
Mar 2017 – Mar 2020
71.91%
Mar 2015 – Mar 2020
25.70%
May 2010 – May 2020
1.60%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return