Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVSEF (Novartis AG) | 8.28% | 27.07% | 19.57% | 15.62% | 10.59% | 9.87% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVSEF (Novartis AG) | 04/27/2010 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 27.07 | 19.57 | 15.62 | 10.59 | 9.87 | NA | … | … | 8.28 | 48.54 | -0.24 | 19.70 | 9.48 | -3.14 | 2.82 | 16.32 | 2.90 | 21.03 | -13.36 | -4.25 | 20.01 | 32.38 | 13.52 | 1.91 | 13.19 |
| Sharpe Ratio | NA | 0.69 | 0.48 | 0.41 | 0.30 | NA | NA | … | … | 0.40 | 1.24 | -0.12 | 0.62 | 0.26 | -0.15 | 0.07 | 0.59 | 0.05 | 1.07 | -0.56 | -0.19 | 1.25 | 2.10 | 0.93 | 0.09 | 1.02 |
| Standard Deviation(%) | NA | 39.24 | 34.88 | 32.18 | 29.82 | NA | NA | … | … | 44.50 | 36.91 | 32.14 | 25.95 | 31.36 | 20.98 | 38.52 | 25.31 | 27.78 | 19.12 | 24.20 | 22.65 | 16.05 | 15.43 | 14.62 | 21.93 | 19.26 |
| Draw Down(%) | NA | 14.72 | 22.69 | 22.69 | 27.32 | NA | NA | … | … | 14.72 | 15.74 | 22.69 | 10.72 | 20.39 | 17.07 | 27.32 | 22.65 | 22.61 | 6.74 | 20.08 | 21.62 | 10.46 | 9.26 | 8.65 | 19.77 | 15.01 |
| Yield(%) | 0.00 | 4.05 | 4.16 | 4.30 | 4.23 | 4.89 | 4.71 | … | … | 3.45 | 3.98 | 3.71 | 3.70 | 3.81 | 3.44 | 3.24 | 3.39 | 3.56 | 3.75 | 3.23 | 2.95 | 3.42 | 3.62 | 3.87 | 3.97 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVSEF (Novartis AG) |
-7.11%
May 2015 – May 2018 |
-1.44%
Jul 2015 – Jul 2020 |
4.58%
Dec 2014 – Dec 2024 |
9.49%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVSEF (Novartis AG) |
34.21%
Feb 2023 – Feb 2026 |
22.83%
May 2010 – May 2015 |
13.49%
Feb 2016 – Feb 2026 |
11.93%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart