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
SNNUF (Smith & Nephew plc) -12.12% -4.04% 2.04% -5.28% 0.91% 4.21% NA
Data as of 06/08/2026, Common starting date is 04/22/2009
More Performance Analytics Comparison
Name Start Date End Date
SNNUF (Smith & Nephew plc) 04/22/2009 06/08/2026
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
Annualized Return (%) -2.75 -4.04 2.04 -5.28 0.91 4.21 NA -12.12 29.25 -6.03 6.82 -18.22 -19.55 -8.75 36.05 6.86 17.80 -18.12 1.15 35.60 29.87 20.08 -13.49 5.91 53.79
Sharpe Ratio NA -0.04 -0.03 -0.19 -0.02 NA NA -0.70 0.67 -0.27 0.09 -0.47 -0.57 -0.17 1.65 0.24 1.03 -0.57 0.04 1.14 1.63 0.88 -0.53 0.27 3.96
Standard Deviation(%) NA 36.63 38.39 37.90 34.58 NA NA 33.81 40.31 35.84 37.32 41.82 34.20 51.55 20.98 22.77 16.65 32.36 32.04 31.10 18.35 23.02 25.66 21.22 21.50
Draw Down(%) NA 20.32 31.90 51.19 55.32 NA NA 18.97 20.32 26.82 33.67 39.42 29.42 48.51 13.05 13.12 12.47 26.48 14.65 23.38 8.81 11.82 27.96 17.28 6.70
Yield(%) 0.00 1.96 2.56 1.73 2.18 3.05 3.74 0.00 5.98 1.69 2.77 2.21 1.74 1.54 2.02 2.18 2.05 1.77 1.86 2.23 2.38 2.26 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 04/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNNUF (Smith & Nephew plc) -19.33%
Sep 2019 – Sep 2022
-9.72%
Jan 2020 – Jan 2025
-1.56%
Dec 2014 – Dec 2024
3.42%
Dec 2009 – Dec 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNNUF (Smith & Nephew plc) 28.36%
Dec 2011 – Dec 2014
20.25%
May 2009 – May 2014
13.10%
Jul 2009 – Jul 2019
6.77%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return