Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOH (Molina Healthcare, Inc.) | 14.03% | -33.08% | -11.83% | -4.63% | 14.58% | 14.61% | 13.27% | … | … |
Data as of 06/10/2026, Common starting date is 07/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOH (Molina Healthcare, Inc.) | 07/02/2003 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.07 | -33.08 | -11.83 | -4.63 | 14.58 | 14.61 | 13.27 | … | … | 14.03 | -43.36 | -19.13 | 9.41 | 3.82 | 49.56 | 56.74 | 17.11 | 51.56 | 41.32 | -9.76 | 12.33 | 54.04 | 28.42 | 21.18 | 80.40 | 21.78 | 29.87 | -54.50 | 19.04 | 22.03 | -42.56 | 83.83 | 26.15 |
| Sharpe Ratio | NA | -0.59 | -0.35 | -0.19 | 0.31 | NA | NA | … | … | 0.34 | -0.85 | -0.68 | 0.19 | 0.08 | 1.72 | 1.03 | 0.41 | 1.35 | 1.04 | -0.24 | 0.32 | 1.89 | 1.03 | 0.32 | 1.33 | 0.64 | 0.64 | -0.96 | 0.55 | 0.47 | -0.62 | 2.50 | 1.47 |
| Standard Deviation(%) | NA | 63.36 | 47.07 | 40.90 | 41.19 | NA | NA | … | … | 65.89 | 55.30 | 37.93 | 26.92 | 29.53 | 28.85 | 54.38 | 38.83 | 37.23 | 39.47 | 42.17 | 38.88 | 28.54 | 27.52 | 67.35 | 60.30 | 33.90 | 46.49 | 57.49 | 29.28 | 40.14 | 71.91 | 33.15 | 39.87 |
| Draw Down(%) | NA | 59.96 | 70.76 | 70.76 | 70.76 | NA | NA | … | … | 39.25 | 61.92 | 34.45 | 21.07 | 27.56 | 16.68 | 29.93 | 30.79 | 29.34 | 28.70 | 33.05 | 31.78 | 15.27 | 22.61 | 51.69 | 48.83 | 21.85 | 25.92 | 57.58 | 14.16 | 20.56 | 61.20 | 23.58 | 22.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOH (Molina Healthcare, Inc.) |
-24.73%
Oct 2022 – Oct 2025 |
-14.86%
Jan 2005 – Jan 2010 |
7.53%
Mar 2016 – Mar 2026 |
12.12%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOH (Molina Healthcare, Inc.) |
59.79%
Feb 2009 – Feb 2012 |
48.88%
Mar 2017 – Mar 2022 |
33.58%
Nov 2010 – Nov 2020 |
29.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart