Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEAL | -12.08% | -21.40% | -9.65% | -14.44% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEAL | 07/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.14 | -21.40 | -9.65 | -14.44 | NA | NA | NA | … | … | -12.08 | -0.59 | -2.87 | -12.61 | -29.99 | -14.21 | 23.87 |
| Sharpe Ratio | NA | -1.07 | -0.53 | -0.64 | NA | NA | NA | … | … | -1.31 | -0.14 | -0.27 | -0.66 | -0.91 | -0.62 | 2.93 |
| Standard Deviation(%) | NA | 22.19 | 24.66 | 26.37 | NA | NA | NA | … | … | 24.14 | 25.56 | 23.79 | 24.68 | 34.72 | 22.92 | 22.33 |
| Draw Down(%) | NA | 30.71 | 35.75 | 60.34 | NA | NA | NA | … | … | 26.02 | 27.96 | 16.11 | 37.72 | 35.25 | 30.53 | 8.95 |
| Yield(%) | 0.00 | 0.73 | 0.23 | 0.09 | 0.06 | 0.04 | 0.03 | … | … | 0.00 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 |
Data as of 06/10/2026, Common starting date is 07/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEAL (HEAL) |
-23.62%
Apr 2021 – Apr 2024 |
-16.06%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEAL (HEAL) |
-1.72%
Jun 2022 – Jun 2025 |
-8.22%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart