Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EW (Edwards Lifesciences Corporation) | 2.69% | 14.64% | 1.35% | -2.05% | 22.63% | 27.09% | 32.53% | … | … |
Data as of 06/09/2026, Common starting date is 03/27/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EW (Edwards Lifesciences Corporation) | 03/27/2000 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 14.64 | 1.35 | -2.05 | 22.63 | 27.09 | 32.53 | … | … | 2.69 | 17.32 | -0.79 | 2.20 | -42.41 | 42.00 | 251.95 | 52.31 | 35.90 | 20.29 | 18.64 | 24.01 | 93.70 | -27.07 | 27.54 | -12.54 | 86.16 | 58.05 | 19.48 | -2.23 | 13.05 | 0.85 | 37.17 | 18.10 | -7.82 | 55.66 | 7.58 |
| Sharpe Ratio | NA | 0.33 | -0.10 | -0.14 | 0.44 | NA | NA | … | … | -0.02 | 0.62 | -0.16 | -0.07 | -1.09 | 1.73 | 2.13 | 1.08 | 0.48 | 0.04 | -0.42 | 0.20 | 2.71 | -1.29 | 0.23 | -0.96 | 2.35 | 1.54 | 0.00 | -1.38 | -0.54 | -1.16 | 0.77 | -0.04 | -0.66 | 0.82 | -0.16 |
| Standard Deviation(%) | NA | 23.97 | 34.07 | 34.11 | 47.76 | NA | NA | … | … | 27.92 | 23.64 | 46.50 | 28.18 | 40.38 | 24.32 | 117.27 | 26.83 | 30.02 | 24.21 | 37.02 | 26.94 | 27.70 | 35.42 | 39.08 | 32.34 | 28.71 | 25.56 | 36.26 | 17.60 | 17.17 | 17.40 | 22.70 | 28.42 | 41.58 | 42.69 | 81.59 |
| Draw Down(%) | NA | 12.73 | 37.53 | 54.32 | 54.32 | NA | NA | … | … | 11.62 | 11.97 | 37.53 | 34.58 | 47.09 | 13.76 | 35.29 | 12.97 | 20.03 | 15.62 | 32.87 | 16.84 | 11.70 | 35.03 | 23.74 | 31.59 | 10.66 | 15.59 | 31.99 | 12.89 | 10.98 | 14.78 | 15.34 | 19.56 | 37.11 | 24.41 | 50.48 |
| 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 06/09/2026, Common starting date is 03/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EW (Edwards Lifesciences Corporation) |
-17.61%
Oct 2021 – Oct 2024 |
-2.65%
Apr 2021 – Apr 2026 |
21.26%
Apr 2000 – Apr 2010 |
22.68%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EW (Edwards Lifesciences Corporation) |
98.42%
Mar 2008 – Mar 2011 |
85.45%
Aug 2015 – Aug 2020 |
52.03%
Dec 2011 – Dec 2021 |
49.15%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart