Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQV (IQVIA Holdings Inc.) | -17.37% | 20.82% | -3.40% | -4.90% | 10.84% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQV (IQVIA Holdings Inc.) | 05/10/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.11 | 20.82 | -3.40 | -4.90 | 10.84 | NA | NA | … | … | -17.37 | 15.48 | -13.83 | 12.93 | -27.38 | 57.47 | 15.96 | 32.94 | 18.66 | 28.73 | 10.76 | 16.63 | 27.04 | 9.32 |
| Sharpe Ratio | NA | 0.53 | -0.19 | -0.22 | 0.28 | NA | NA | … | … | -0.84 | 0.34 | -0.69 | 0.34 | -0.78 | 2.70 | 0.31 | 1.36 | 0.67 | 1.59 | 0.45 | 0.73 | 1.20 | 0.77 |
| Standard Deviation(%) | NA | 41.37 | 34.65 | 33.33 | 31.70 | NA | NA | … | … | 48.23 | 37.83 | 29.72 | 25.79 | 36.94 | 21.26 | 49.90 | 23.31 | 25.69 | 17.71 | 23.35 | 22.78 | 22.48 | 19.21 |
| Draw Down(%) | NA | 35.87 | 47.12 | 51.52 | 51.52 | NA | NA | … | … | 35.87 | 34.75 | 26.29 | 26.38 | 39.09 | 10.13 | 49.43 | 14.78 | 19.17 | 9.82 | 18.57 | 19.53 | 14.91 | 10.17 |
| 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 |
Data as of 06/09/2026, Common starting date is 05/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQV (IQVIA Holdings Inc.) |
-13.29%
May 2022 – May 2025 |
-7.57%
Apr 2021 – Apr 2026 |
7.25%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQV (IQVIA Holdings Inc.) |
35.05%
Jun 2016 – Jun 2019 |
29.98%
Jun 2016 – Jun 2021 |
18.11%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart