Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELV (Elevance Health, Inc.) | -16.17% | -30.72% | -13.19% | -1.82% | 8.87% | 12.05% | 7.96% | … | … |
Data as of 03/16/2026, Common starting date is 10/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELV (Elevance Health, Inc.) | 10/30/2001 | 03/16/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.68 | -30.72 | -13.19 | -1.82 | 8.87 | 12.05 | 7.96 | … | … | -16.17 | -3.14 | -20.72 | -6.89 | 11.83 | 46.12 | 7.74 | 16.33 | 18.11 | 58.72 | 5.15 | 12.87 | 38.21 | 54.63 | -6.29 | 18.24 | -2.45 | 38.36 | -51.98 | 11.49 | -1.38 | 38.77 | 53.33 | 19.24 | 27.07 | 21.03 |
| Sharpe Ratio | NA | -0.77 | -0.53 | -0.15 | 0.24 | NA | NA | … | … | -1.22 | -0.16 | -1.03 | -0.44 | 0.38 | 1.87 | 0.14 | 0.51 | 0.71 | 3.25 | 0.19 | 0.52 | 1.78 | 2.74 | -0.23 | 0.60 | -0.09 | 0.88 | -0.91 | 0.49 | -0.24 | 1.56 | 1.82 | 0.69 | 0.62 | 6.61 |
| Standard Deviation(%) | NA | 41.34 | 31.04 | 28.90 | 30.87 | NA | NA | … | … | 49.76 | 37.02 | 23.61 | 24.28 | 27.61 | 24.70 | 54.72 | 28.96 | 23.59 | 17.96 | 25.99 | 24.64 | 21.49 | 19.93 | 28.04 | 30.25 | 27.88 | 43.53 | 58.07 | 17.21 | 20.09 | 23.34 | 28.75 | 26.90 | 41.62 | 32.24 |
| Draw Down(%) | NA | 39.06 | 50.38 | 50.38 | 50.38 | NA | NA | … | … | 26.49 | 39.06 | 34.45 | 18.75 | 15.92 | 15.08 | 43.03 | 25.38 | 16.21 | 7.77 | 19.59 | 24.92 | 10.56 | 7.76 | 27.97 | 30.06 | 30.31 | 34.71 | 67.03 | 12.48 | 15.40 | 9.06 | 23.04 | 20.50 | 26.31 | 11.46 |
| Yield(%) | 0.61 | 1.59 | 1.39 | 1.72 | 3.16 | 5.38 | 3.39 | … | … | 0.49 | 1.87 | 1.36 | 1.18 | 1.10 | 1.42 | 1.26 | 1.25 | 1.33 | 1.88 | 1.87 | 1.99 | 1.93 | 2.46 | 1.70 | 1.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 10/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELV (Elevance Health, Inc.) |
-23.84%
Feb 2006 – Feb 2009 |
-7.73%
Aug 2005 – Aug 2010 |
4.86%
Jul 2002 – Jul 2012 |
9.92%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELV (Elevance Health, Inc.) |
45.09%
Jul 2012 – Jul 2015 |
35.64%
Nov 2012 – Nov 2017 |
27.16%
Nov 2012 – Nov 2022 |
21.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart