Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GILD (Gilead Sciences, Inc.) | -0.46% | 13.28% | 19.98% | 16.13% | 7.43% | 15.55% | 13.47% | … | … |
Data as of 06/10/2026, Common starting date is 01/22/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GILD (Gilead Sciences, Inc.) | 01/22/1992 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.82 | 13.28 | 19.98 | 16.13 | 7.43 | 15.55 | 13.47 | … | … | -0.46 | 36.59 | 18.68 | -1.99 | 23.63 | 29.95 | -6.70 | 7.88 | -9.92 | 2.97 | -27.61 | 8.63 | 25.51 | 104.49 | 79.45 | 12.94 | -16.25 | -15.39 | 11.15 | 41.72 | 23.51 | 50.24 | 20.08 | 71.41 | 3.47 | 58.48 | 53.23 | 31.81 | 7.35 | 53.00 | -21.88 | 236.84 | -20.83 | -37.66 | -4.94 |
| Sharpe Ratio | NA | 0.66 | 0.76 | 0.66 | 0.24 | NA | NA | … | … | 0.43 | 1.23 | 0.61 | -0.28 | 0.89 | 1.57 | -0.19 | 0.30 | -0.41 | 0.11 | -1.03 | 0.31 | 0.76 | 3.78 | 2.33 | 0.45 | -0.58 | -0.58 | 0.22 | 1.42 | 0.73 | 1.50 | 0.55 | 1.73 | 0.04 | 0.79 | 0.52 | 0.39 | 0.06 | 0.91 | -0.33 | 4.08 | -0.38 | -0.60 | -0.10 |
| Standard Deviation(%) | NA | 26.19 | 25.27 | 23.90 | 25.41 | NA | NA | … | … | 27.09 | 27.60 | 24.88 | 20.24 | 24.95 | 19.01 | 37.27 | 21.25 | 27.78 | 21.14 | 27.08 | 28.15 | 33.67 | 27.60 | 34.48 | 28.72 | 28.30 | 26.89 | 45.84 | 27.38 | 27.79 | 32.09 | 34.67 | 40.91 | 59.24 | 72.82 | 94.64 | 72.71 | 63.56 | 54.08 | 76.01 | 57.03 | 63.03 | 66.09 | 76.22 |
| Draw Down(%) | NA | 17.65 | 26.59 | 26.59 | 30.47 | NA | NA | … | … | 17.65 | 16.88 | 26.59 | 14.44 | 20.23 | 10.31 | 30.47 | 10.82 | 29.66 | 16.23 | 29.02 | 22.12 | 22.00 | 13.53 | 20.52 | 18.21 | 35.63 | 21.52 | 34.38 | 15.29 | 17.51 | 12.10 | 21.28 | 25.70 | 31.11 | 34.82 | 47.27 | 59.68 | 57.80 | 36.86 | 58.81 | 25.00 | 50.00 | 44.16 | 58.33 |
| Yield(%) | 0.00 | 2.90 | 3.99 | 4.36 | 3.18 | 9.46 | 10.17 | … | … | 0.67 | 3.44 | 3.70 | 3.51 | 4.02 | 4.72 | 4.17 | 3.97 | 3.08 | 2.80 | 1.88 | 1.36 | 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 06/10/2026, Common starting date is 01/22/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILD (Gilead Sciences, Inc.) |
-13.63%
May 2015 – May 2018 |
-8.92%
Oct 2015 – Oct 2020 |
0.10%
Aug 2014 – Aug 2024 |
8.99%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILD (Gilead Sciences, Inc.) |
88.08%
Aug 1998 – Aug 2001 |
70.99%
Aug 1998 – Aug 2003 |
46.71%
Aug 1998 – Aug 2008 |
36.44%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart