Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDZNY (Sandoz Group AG) | 14.29% | 57.13% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDZNY (Sandoz Group AG) | 10/04/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.35 | 57.13 | NA | NA | NA | NA | NA | … | … | 14.29 | 83.01 | 28.41 | 20.70 |
| Sharpe Ratio | NA | 1.60 | NA | NA | NA | NA | NA | … | … | 0.81 | 2.67 | 0.94 | 2.90 |
| Standard Deviation(%) | NA | 31.27 | NA | NA | NA | NA | NA | … | … | 34.98 | 30.13 | 26.40 | 40.22 |
| Draw Down(%) | NA | 19.09 | NA | NA | NA | NA | NA | … | … | 19.09 | 25.34 | 19.04 | 20.68 |
| Yield(%) | 0.00 | 1.94 | 2.83 | 1.70 | 0.85 | 0.57 | 0.42 | … | … | 1.41 | 1.78 | 1.56 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDZNY (Sandoz Group AG) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDZNY (Sandoz Group AG) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart