Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENSG (The Ensign Group, Inc.) | -12.92% | 2.10% | 17.74% | 12.95% | 24.15% | 24.62% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENSG (The Ensign Group, Inc.) | 11/09/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.02 | 2.10 | 17.74 | 12.95 | 24.15 | 24.62 | NA | … | … | -12.92 | 31.33 | 18.62 | 18.89 | 13.01 | 15.43 | 61.39 | 34.24 | 75.77 | 0.83 | -1.04 | 106.31 | 2.25 | 67.38 | 14.75 | 1.85 | 68.76 | -3.67 | 22.47 | -9.92 |
| Sharpe Ratio | NA | 0.37 | 0.81 | 0.51 | 0.67 | NA | NA | … | … | -0.25 | 1.09 | 0.69 | 0.71 | 0.38 | 0.47 | 0.85 | 1.01 | 2.16 | 0.01 | -0.04 | 1.46 | 0.04 | 3.03 | 0.61 | 0.04 | 2.27 | -0.08 | 0.29 | -0.86 |
| Standard Deviation(%) | NA | 26.19 | 24.58 | 26.28 | 36.03 | NA | NA | … | … | 30.88 | 26.14 | 21.60 | 21.60 | 30.92 | 32.44 | 72.00 | 32.37 | 34.66 | 30.11 | 33.34 | 72.73 | 53.68 | 22.26 | 24.32 | 51.09 | 30.25 | 50.10 | 72.66 | 65.36 |
| Draw Down(%) | NA | 23.86 | 23.86 | 24.59 | 53.09 | NA | NA | … | … | 23.86 | 19.40 | 15.38 | 13.58 | 24.59 | 27.83 | 53.09 | 25.95 | 24.06 | 22.46 | 23.46 | 25.85 | 40.00 | 7.37 | 17.83 | 40.29 | 15.37 | 32.58 | 47.68 | 27.29 |
| Yield(%) | 0.00 | 0.17 | 0.26 | 0.28 | 1.08 | 2.94 | 4.88 | … | … | 0.04 | 0.19 | 0.21 | 0.25 | 0.26 | 0.28 | 0.45 | 0.54 | 0.84 | 0.83 | 0.80 | 1.31 | 2.51 | 3.69 | 3.88 | 3.78 | 5.16 | 4.21 | 4.70 | 0.97 |
Data as of 06/10/2026, Common starting date is 11/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENSG (The Ensign Group, Inc.) |
3.88%
Jun 2011 – Jun 2014 |
15.30%
May 2021 – May 2026 |
23.42%
Dec 2007 – Dec 2017 |
25.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENSG (The Ensign Group, Inc.) |
60.47%
Mar 2018 – Mar 2021 |
50.26%
Jun 2014 – Jun 2019 |
35.58%
Aug 2014 – Aug 2024 |
31.95%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart