Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JAZZ (Jazz Pharmaceuticals PLC) 40.34% 119.27% 22.52% 6.22% 4.36% 15.35% NA
Data as of 06/05/2026, Common starting date is 06/01/2007
More Performance Analytics Comparison
Name Start Date End Date
JAZZ (Jazz Pharmaceuticals PLC) 06/01/2007 06/05/2026
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
Annualized Return (%) 0.88 119.27 22.52 6.22 4.36 15.35 NA 40.34 38.45 0.12 -22.79 25.05 -22.81 10.56 20.43 -7.94 23.50 -22.43 -14.15 29.37 137.67 37.85 96.29 149.75 308.29 -86.87 -17.09
Sharpe Ratio NA 3.26 0.59 0.13 0.09 NA NA 3.39 0.93 -0.19 -1.12 0.74 -0.75 0.23 -0.10 -0.91 0.15 -1.55 -0.98 0.26 4.08 0.49 1.55 2.08 1.61 -0.79 -1.06
Standard Deviation(%) NA 35.76 32.66 31.53 32.68 NA NA 34.80 38.94 28.35 24.36 32.18 30.63 45.41 27.03 32.29 28.25 36.40 33.45 42.34 29.18 39.69 50.21 63.14 180.37 134.47 52.26
Draw Down(%) NA 11.42 32.71 47.55 52.10 NA NA 9.29 32.18 24.25 28.80 24.94 35.70 42.56 18.57 36.71 19.10 38.44 36.83 28.77 12.02 21.42 25.64 46.92 72.50 93.47 36.83
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 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAZZ (Jazz Pharmaceuticals PLC) -16.09%
May 2021 – May 2024
-10.85%
Jul 2015 – Jul 2020
-5.04%
Jul 2015 – Jul 2025
12.61%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAZZ (Jazz Pharmaceuticals PLC) 352.71%
Apr 2009 – Apr 2012
200.56%
Apr 2009 – Apr 2014
72.70%
Apr 2009 – Apr 2019
42.43%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return