Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHHBF (Roche Holding AG) | -4.01% | 21.51% | 10.53% | 2.12% | 7.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHHBF (Roche Holding AG) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 21.51 | 10.53 | 2.12 | 7.37 | NA | NA | … | … | -4.01 | 52.76 | 0.81 | -20.15 | -8.92 | 27.28 | 15.34 | 35.74 | -0.19 | 12.40 | -13.13 | 3.21 | 0.63 | 39.69 | 13.11 |
| Sharpe Ratio | NA | 0.52 | 0.13 | 0.03 | 0.15 | NA | NA | … | … | -0.31 | 1.06 | -0.05 | -0.66 | -0.18 | 0.57 | 0.35 | 1.87 | -0.07 | 0.55 | -0.65 | 0.15 | 0.04 | 1.84 | 2.48 |
| Standard Deviation(%) | NA | 46.08 | 47.51 | 48.89 | 40.13 | NA | NA | … | … | 46.91 | 47.33 | 52.12 | 36.27 | 57.14 | 47.98 | 42.70 | 18.32 | 22.48 | 21.34 | 20.56 | 21.41 | 17.24 | 21.51 | 14.63 |
| Draw Down(%) | NA | 22.36 | 24.55 | 43.83 | 43.83 | NA | NA | … | … | 22.36 | 18.48 | 21.61 | 31.54 | 27.04 | 14.87 | 22.23 | 7.44 | 15.30 | 17.06 | 18.05 | 14.94 | 12.65 | 12.97 | 3.98 |
| Yield(%) | 0.00 | 3.99 | 3.52 | 2.16 | 3.34 | 4.49 | 3.37 | … | … | 3.30 | 3.70 | 3.56 | 0.00 | 2.26 | 2.80 | 2.86 | 3.61 | 3.50 | 3.54 | 2.97 | 3.06 | 3.14 | 3.55 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHBF (Roche Holding AG) |
-9.83%
Dec 2021 – Dec 2024 |
0.24%
Dec 2013 – Dec 2018 |
1.60%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHHBF (Roche Holding AG) |
25.84%
Dec 2018 – Dec 2021 |
17.46%
Dec 2016 – Dec 2021 |
10.78%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart