Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMED (Globus Medical, Inc.) | -7.39% | 31.54% | 12.45% | 2.26% | 12.62% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMED (Globus Medical, Inc.) | 08/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.73 | 31.54 | 12.45 | 2.26 | 12.62 | NA | NA | … | … | -7.39 | 6.89 | 56.80 | -28.25 | 2.87 | 10.70 | 10.77 | 36.04 | 5.30 | 65.66 | -10.82 | 17.04 | 17.79 | 92.37 | -22.30 |
| Sharpe Ratio | NA | 0.72 | 0.25 | -0.01 | 0.31 | NA | NA | … | … | -0.64 | 0.08 | 1.64 | -0.97 | 0.04 | 0.42 | 0.22 | 1.27 | 0.14 | 2.61 | -0.34 | 0.59 | 0.50 | 3.05 | -0.89 |
| Standard Deviation(%) | NA | 44.27 | 38.87 | 37.41 | 35.22 | NA | NA | … | … | 32.95 | 51.92 | 30.95 | 33.57 | 37.42 | 25.71 | 48.13 | 27.44 | 28.72 | 25.07 | 32.67 | 28.70 | 35.42 | 30.23 | 52.34 |
| Draw Down(%) | NA | 21.95 | 44.40 | 47.91 | 47.91 | NA | NA | … | … | 21.95 | 44.40 | 11.91 | 45.01 | 34.77 | 25.51 | 41.03 | 20.46 | 27.96 | 16.70 | 25.77 | 26.37 | 32.69 | 12.52 | 44.69 |
| 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 |
Data as of 06/10/2026, Common starting date is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMED (Globus Medical, Inc.) |
-11.47%
Apr 2021 – Apr 2024 |
-2.86%
Oct 2018 – Oct 2023 |
6.49%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMED (Globus Medical, Inc.) |
40.06%
Sep 2015 – Sep 2018 |
31.41%
Dec 2012 – Dec 2017 |
21.62%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart