Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHHBY (Roche Holding Ltd ADR) | 0.04% | 26.30% | 12.38% | 4.52% | 7.62% | 9.48% | 8.25% | … | … |
Data as of 06/09/2026, Common starting date is 08/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHHBY (Roche Holding Ltd ADR) | 08/20/2003 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 26.30 | 12.38 | 4.52 | 7.62 | 9.48 | 8.25 | … | … | 0.04 | 55.52 | 0.36 | -4.02 | -22.21 | 21.57 | 11.22 | 34.99 | 2.06 | 14.28 | -14.53 | 4.72 | -0.22 | 44.06 | 23.95 | 21.67 | -10.28 | 14.25 | -8.41 | -3.02 | 20.68 | 31.17 | 28.22 | 25.70 |
| Sharpe Ratio | NA | 1.02 | 0.38 | 0.17 | 0.28 | NA | NA | … | … | 0.17 | 1.94 | -0.28 | -0.45 | -0.93 | 1.13 | 0.32 | 2.32 | 0.04 | 0.83 | -0.75 | 0.25 | -0.01 | 2.56 | 1.31 | 0.82 | -0.46 | 0.45 | -0.23 | -0.31 | 0.88 | 1.36 | 1.22 | 5.01 |
| Standard Deviation(%) | NA | 27.21 | 24.26 | 23.40 | 22.56 | NA | NA | … | … | 26.75 | 27.76 | 21.92 | 18.62 | 25.41 | 19.06 | 34.17 | 14.47 | 18.10 | 16.44 | 19.71 | 18.80 | 17.97 | 17.22 | 18.46 | 26.24 | 22.48 | 31.78 | 41.13 | 19.48 | 19.76 | 21.32 | 22.44 | 17.26 |
| Draw Down(%) | NA | 19.30 | 24.14 | 40.81 | 40.81 | NA | NA | … | … | 19.30 | 16.15 | 19.11 | 19.96 | 28.50 | 12.21 | 20.28 | 7.44 | 15.49 | 16.87 | 19.57 | 17.71 | 10.72 | 12.31 | 16.03 | 19.07 | 27.08 | 34.11 | 36.86 | 13.54 | 8.59 | 14.05 | 12.31 | 5.10 |
| Yield(%) | 0.00 | 3.90 | 3.70 | 2.91 | 3.75 | 5.54 | 5.22 | … | … | 3.10 | 3.90 | 3.83 | 3.28 | 2.45 | 2.91 | 2.81 | 3.49 | 3.41 | 3.52 | 3.02 | 3.20 | 3.20 | 3.94 | 4.29 | 4.69 | 3.17 | 2.79 | 2.42 | 1.51 | 1.25 | 1.47 | 10.05 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHBY (Roche Holding Ltd ADR) |
-9.17%
Dec 2021 – Dec 2024 |
0.24%
May 2013 – May 2018 |
1.25%
Apr 2014 – Apr 2024 |
6.05%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHBY (Roche Holding Ltd ADR) |
34.46%
Oct 2003 – Oct 2006 |
27.14%
Feb 2009 – Feb 2014 |
17.04%
Oct 2003 – Oct 2013 |
11.80%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart