Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNN (Smith & Nephew plc) | -4.39% | 5.22% | 4.03% | -4.30% | 1.62% | 11.37% | 10.33% | … | … |
Data as of 06/10/2026, Common starting date is 11/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNN (Smith & Nephew plc) | 11/16/1999 | 06/10/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.24 | 5.22 | 4.03 | -4.30 | 1.62 | 11.37 | 10.33 | … | … | -4.39 | 36.82 | -7.34 | 4.44 | -20.20 | -16.21 | -10.40 | 30.84 | 8.90 | 18.57 | -13.93 | -1.39 | 225.81 | 32.51 | 17.42 | -6.89 | 4.11 | 61.52 | -43.11 | 10.70 | 14.15 | -9.51 | 24.64 | 176.59 | 2.32 | 33.76 | 15.42 | -0.19 |
| Sharpe Ratio | NA | 0.03 | -0.01 | -0.23 | -0.02 | NA | NA | … | … | -0.55 | 1.14 | -0.41 | 0.04 | -0.69 | -0.65 | -0.24 | 1.46 | 0.38 | 1.31 | -0.64 | -0.06 | 2.46 | 2.14 | 0.98 | -0.23 | 0.15 | 1.88 | -0.91 | 0.32 | 0.44 | -0.59 | 0.81 | 2.32 | 0.04 | 1.12 | 0.25 | -0.35 |
| Standard Deviation(%) | NA | 29.38 | 26.97 | 27.17 | 26.96 | NA | NA | … | … | 26.39 | 29.82 | 26.52 | 22.01 | 31.52 | 24.81 | 44.95 | 20.17 | 19.63 | 13.74 | 21.99 | 22.61 | 91.66 | 15.14 | 17.82 | 29.51 | 26.43 | 32.71 | 48.48 | 23.37 | 24.77 | 19.84 | 29.03 | 75.64 | 30.71 | 28.48 | 43.97 | 15.13 |
| Draw Down(%) | NA | 23.03 | 32.35 | 49.18 | 55.06 | NA | NA | … | … | 19.94 | 16.65 | 22.49 | 33.28 | 38.80 | 28.86 | 46.20 | 12.48 | 17.22 | 10.08 | 22.43 | 13.44 | 20.47 | 8.79 | 11.30 | 29.32 | 22.80 | 22.86 | 55.18 | 15.27 | 26.75 | 23.01 | 27.22 | 17.08 | 20.49 | 16.87 | 27.54 | 5.05 |
| Yield(%) | 0.00 | 2.60 | 2.56 | 1.72 | 2.21 | 3.11 | 3.52 | … | … | 1.47 | 3.12 | 2.79 | 2.75 | 2.14 | 1.75 | 1.55 | 2.00 | 2.10 | 2.05 | 1.80 | 1.69 | 1.98 | 2.39 | 2.12 | 1.56 | 1.45 | 2.08 | 1.07 | 1.07 | 1.08 | 0.95 | 1.10 | 1.36 | 1.28 | 1.58 | 2.89 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNN (Smith & Nephew plc) |
-19.59%
Sep 2019 – Sep 2022 |
-10.33%
Dec 2019 – Dec 2024 |
-1.83%
Dec 2014 – Dec 2024 |
7.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNN (Smith & Nephew plc) |
71.78%
Dec 2011 – Dec 2014 |
44.41%
May 2000 – May 2005 |
25.44%
Mar 2009 – Mar 2019 |
26.16%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart