Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIMV (ZimVie Inc) | NA | 33.73% | 39.01% | NA | NA | NA | NA | … | … |
Data as of 10/21/2025, Common starting date is 02/16/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIMV (ZimVie Inc) | 02/16/2022 | 10/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 33.73 | 39.01 | NA | NA | NA | NA | … | … | 36.13 | -20.90 | 90.04 | -66.64 |
| Sharpe Ratio | NA | 0.36 | 0.43 | NA | NA | NA | NA | … | … | 0.46 | -0.55 | 0.90 | -0.75 |
| Standard Deviation(%) | NA | 86.42 | 83.51 | NA | NA | NA | NA | … | … | 95.65 | 50.72 | 96.01 | 98.23 |
| Draw Down(%) | NA | 44.76 | 62.28 | NA | NA | NA | NA | … | … | 44.76 | 40.00 | 55.68 | 85.01 |
| Yield(%) | 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 10/21/2025, Common starting date is 02/16/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIMV (ZimVie Inc) |
-26.16%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| ZIMV (ZimVie Inc) |
24.27%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart