Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIDS (OrthoPediatrics Corp.) | 4.11% | -14.16% | -26.82% | -21.62% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIDS (OrthoPediatrics Corp.) | 10/13/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.99 | -14.16 | -26.82 | -21.62 | NA | NA | NA | … | … | 4.11 | -25.19 | -29.59 | -18.17 | -33.63 | 45.12 | -12.22 | 34.72 | 81.76 | 2.35 |
| Sharpe Ratio | NA | -0.32 | -0.60 | -0.49 | NA | NA | NA | … | … | 0.11 | -0.61 | -0.71 | -0.53 | -0.63 | 0.99 | -0.21 | 0.81 | 1.43 | 0.21 |
| Standard Deviation(%) | NA | 45.63 | 47.51 | 47.71 | NA | NA | NA | … | … | 46.02 | 46.43 | 51.30 | 42.95 | 55.36 | 45.42 | 57.99 | 40.94 | 56.23 | 52.17 |
| Draw Down(%) | NA | 38.18 | 69.12 | 79.93 | NA | NA | NA | … | … | 27.20 | 40.16 | 38.06 | 54.98 | 39.79 | 24.59 | 31.40 | 35.67 | 33.13 | 16.59 |
| 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 |
Data as of 06/09/2026, Common starting date is 10/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIDS (OrthoPediatrics Corp.) |
-33.16%
Apr 2023 – Apr 2026 |
-23.77%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIDS (OrthoPediatrics Corp.) |
47.93%
Mar 2018 – Mar 2021 |
24.08%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart