Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBMBF (HBM Healthcare Investments AG) | NA | -10.74% | -15.82% | NA | NA | NA | NA | … | … |
Data as of 01/16/2024, Common starting date is 05/26/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBMBF (HBM Healthcare Investments AG) | 05/26/2020 | 01/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.06 | -10.74 | -15.82 | NA | NA | NA | NA | … | … | 6.06 | -22.98 | -34.80 | 20.57 | 34.38 |
| Sharpe Ratio | NA | -0.95 | -0.45 | NA | NA | NA | NA | … | … | 11.39 | -1.11 | -0.24 | 1.87 | 2.54 |
| Standard Deviation(%) | NA | 23.77 | 39.56 | NA | NA | NA | NA | … | … | 29.51 | 26.43 | 150.32 | 18.18 | 24.70 |
| Draw Down(%) | NA | 22.98 | 54.27 | NA | NA | NA | NA | … | … | 0.00 | 22.98 | 37.02 | 4.30 | 8.87 |
| 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 |
Data as of 01/16/2024, Common starting date is 05/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBMBF (HBM Healthcare Investments AG) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBMBF (HBM Healthcare Investments AG) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart