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
NXGN (Nextgen Healthcare Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 11/20/2023, Common starting date is 12/01/1982
More Performance Analytics Comparison
Name Start Date End Date
NXGN (Nextgen Healthcare Inc) 12/01/1982 11/20/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 5.56 -2.47 13.50 6.07 11.56 3.27 -18.42 3.40 -25.97 21.31 -53.07 5.96 11.18 43.97 43.06 -18.19 -2.89 156.72 34.11 121.84 23.24 110.45 0.00 87.88 -43.10 0.00 -75.00 792.31 18.18 100.00 0.00 -31.25 45.45 0.00 -15.38 -23.53 0.00 -15.00 -82.91 24.47 25.33
Sharpe Ratio NA 0.53 0.41 0.16 0.01 NA NA 0.98 0.13 -0.07 0.15 -0.41 -0.23 -0.57 -1.39 -0.41 -1.39 0.10 -1.37 -0.38 -0.26 0.63 0.40 -1.12 -0.58 2.75 0.36 1.87 0.09 1.75 -1.02 1.69 -0.13 -0.74 -0.79 7.01 0.16 0.79 0.00 -1.19 0.88 0.00 -0.20 -0.25 0.00 -0.11 -0.68 0.45 37.62
Standard Deviation(%) NA 28.54 32.65 51.41 44.21 NA NA 28.51 32.48 36.60 90.20 41.91 43.52 28.02 37.71 37.27 32.01 27.73 52.79 33.49 28.96 40.16 58.92 36.12 43.89 49.42 40.31 54.87 40.66 52.28 67.20 66.88 77.45 62.81 92.44 104.15 127.36 125.29 29.98 26.20 51.24 58.90 75.60 93.55 109.88 137.22 120.98 54.11 37.28
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 25.05 40.64 64.76 31.51 36.50 26.12 37.50 30.77 36.99 14.32 64.56 32.26 24.56 19.23 42.14 40.17 36.62 25.60 33.77 27.99 20.31 32.67 61.76 28.79 69.59 31.88 80.15 43.33 69.70 45.45 25.00 35.29 27.27 44.44 46.15 56.00 56.25 61.54 90.00 52.10 3.61
Yield(%) 0.00 0.00 0.00 0.00 0.70 2.20 6.79 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.51 3.38 3.90 1.89 1.99 1.89 2.75 3.61 4.65 2.35 4.95 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 11/20/2023, Common starting date is 12/01/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NXGN (Nextgen Healthcare Inc) -55.37%
Jul 1983 – Jul 1986
-44.59%
Sep 1983 – Sep 1988
-22.54%
Jul 1983 – Jul 1993
-9.25%
Aug 1983 – Aug 1998
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NXGN (Nextgen Healthcare Inc) 176.29%
Dec 1992 – Dec 1995
84.32%
Sep 2000 – Sep 2005
49.57%
Apr 1999 – Apr 2009
38.44%
Jan 1992 – Jan 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return