Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGRY (Surgery Partners, Inc.) | -11.26% | -40.83% | -29.37% | -26.31% | -0.47% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGRY (Surgery Partners, Inc.) | 10/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.62 | -40.83 | -29.37 | -26.31 | -0.47 | NA | NA | … | … | -11.26 | -25.04 | -34.54 | 14.82 | -47.84 | 84.11 | 85.37 | 58.53 | -19.09 | -23.66 | -22.65 | 13.14 |
| Sharpe Ratio | NA | -0.90 | -0.63 | -0.51 | -0.03 | NA | NA | … | … | -0.77 | -0.56 | -0.81 | 0.22 | -0.69 | 1.47 | 0.76 | 1.03 | -0.42 | -0.31 | -0.42 | 1.37 |
| Standard Deviation(%) | NA | 49.06 | 49.21 | 54.69 | 64.56 | NA | NA | … | … | 42.38 | 50.09 | 50.86 | 47.68 | 71.20 | 57.10 | 111.14 | 55.88 | 48.77 | 77.88 | 53.97 | 46.54 |
| Draw Down(%) | NA | 51.80 | 74.52 | 82.86 | 82.86 | NA | NA | … | … | 29.42 | 41.79 | 44.08 | 50.50 | 63.85 | 43.48 | 76.06 | 60.63 | 50.56 | 67.65 | 40.95 | 16.51 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRY (Surgery Partners, Inc.) |
-30.59%
Aug 2016 – Aug 2019 |
-25.58%
May 2021 – May 2026 |
-2.78%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRY (Surgery Partners, Inc.) |
76.04%
Dec 2018 – Dec 2021 |
37.76%
Aug 2019 – Aug 2024 |
1.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart