Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDRX (Veradigm Inc.) | 4.17% | 11.11% | -24.57% | -22.63% | -9.25% | -8.69% | -1.60% | … | … |
Data as of 06/05/2026, Common starting date is 07/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDRX (Veradigm Inc.) | 07/26/1999 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.11 | -24.57 | -22.63 | -9.25 | -8.69 | -1.60 | … | … | 4.17 | -53.85 | -10.39 | -40.53 | -4.39 | 27.77 | 47.05 | 1.87 | -33.75 | 42.51 | -33.62 | 20.44 | -17.40 | 64.12 | -50.26 | -1.71 | -4.75 | 103.93 | 26.55 | -28.05 | 101.42 | 25.59 | 100.56 | 122.59 | -26.23 | -65.32 | -78.76 | 160.74 |
| Sharpe Ratio | NA | 0.16 | -0.50 | -0.52 | -0.24 | NA | NA | … | … | 0.12 | -0.88 | -0.34 | -1.14 | -0.15 | 1.09 | 0.67 | 0.01 | -0.87 | 1.41 | -1.15 | 0.73 | -0.52 | 2.11 | -0.82 | -0.04 | -0.16 | 2.00 | 0.31 | -0.73 | 2.55 | 0.52 | 1.69 | 1.66 | -0.29 | -0.55 | -0.59 | 6.99 |
| Standard Deviation(%) | NA | 54.59 | 55.45 | 48.36 | 45.89 | NA | NA | … | … | 62.04 | 64.85 | 49.27 | 39.42 | 39.56 | 25.37 | 69.63 | 34.67 | 40.40 | 29.78 | 29.48 | 28.04 | 33.25 | 30.34 | 61.89 | 39.35 | 30.84 | 51.89 | 83.33 | 42.82 | 38.66 | 45.32 | 59.01 | 73.38 | 95.87 | 123.81 | 139.81 | 111.20 |
| Draw Down(%) | NA | 20.00 | 71.92 | 83.11 | 83.11 | NA | NA | … | … | 14.81 | 60.00 | 44.89 | 51.45 | 40.02 | 29.77 | 49.04 | 28.26 | 46.10 | 12.65 | 34.98 | 19.53 | 42.20 | 14.94 | 58.13 | 36.20 | 29.63 | 21.50 | 54.89 | 44.72 | 18.27 | 29.68 | 50.23 | 46.53 | 71.39 | 81.13 | 93.02 | 35.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | … | … | 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 | 27.80 | 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 07/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRX (Veradigm Inc.) |
-69.18%
Feb 2000 – Feb 2003 |
-27.95%
Feb 2000 – Feb 2005 |
-11.18%
May 2015 – May 2025 |
-9.85%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRX (Veradigm Inc.) |
110.16%
Feb 2003 – Feb 2006 |
56.71%
Sep 2002 – Sep 2007 |
31.61%
Feb 2003 – Feb 2013 |
21.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart