Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTRS (Viatris Inc.) | 28.69% | 81.32% | 24.06% | 4.27% | -7.88% | -0.78% | -0.06% | … | … |
Data as of 06/10/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTRS (Viatris Inc.) | 03/18/1980 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 81.32 | 24.06 | 4.27 | -7.88 | -0.78 | -0.06 | … | … | 28.69 | 5.08 | 19.68 | 2.06 | -14.29 | -26.12 | -6.77 | -26.64 | -35.24 | 10.90 | -29.44 | -4.08 | 29.88 | 58.11 | 27.91 | 1.56 | 14.65 | 86.35 | -29.66 | -29.13 | 1.15 | 14.17 | -29.58 | -27.24 | -5.80 | 50.74 | 1.56 | -18.78 | 52.39 | 28.51 | -27.81 | -11.32 | 9.30 | -18.01 | 55.21 | 111.07 | -10.57 | 173.24 | 7.58 | -25.84 | -39.46 | -27.59 | 27.67 | 10.42 | 6.67 | 107.69 | -12.16 |
| Sharpe Ratio | NA | 2.90 | 0.67 | 0.07 | -0.26 | NA | NA | … | … | 2.31 | 0.06 | 0.54 | -0.06 | -0.35 | -0.82 | -0.15 | -0.57 | -1.09 | 0.32 | -0.72 | -0.10 | 1.03 | 2.85 | 1.31 | 0.04 | 0.59 | 2.26 | -0.50 | -1.13 | -0.08 | 0.47 | -0.89 | -0.44 | -0.21 | 1.19 | -0.04 | -0.48 | 0.93 | 0.53 | -0.87 | -0.31 | 0.16 | -0.40 | 1.41 | 2.69 | -0.33 | 3.52 | 0.06 | -0.58 | -0.75 | -0.38 | 0.27 | 0.05 | -0.02 | 0.95 | -0.47 |
| Standard Deviation(%) | NA | 31.93 | 31.89 | 33.84 | 37.10 | NA | NA | … | … | 34.88 | 36.20 | 29.55 | 25.19 | 44.70 | 31.92 | 46.28 | 49.76 | 33.68 | 31.99 | 41.36 | 42.02 | 28.94 | 20.38 | 21.40 | 35.70 | 24.79 | 38.16 | 60.83 | 28.77 | 28.92 | 25.19 | 34.39 | 63.92 | 32.77 | 41.38 | 66.70 | 46.35 | 52.53 | 46.30 | 35.97 | 49.30 | 39.31 | 50.02 | 36.92 | 39.66 | 49.19 | 47.52 | 41.28 | 51.47 | 58.43 | 87.48 | 76.98 | 85.04 | 64.02 | 101.92 | 49.57 |
| Draw Down(%) | NA | 18.97 | 45.02 | 46.18 | 82.86 | NA | NA | … | … | 18.97 | 40.95 | 24.15 | 25.93 | 43.25 | 33.98 | 41.97 | 47.66 | 44.98 | 34.56 | 36.88 | 48.51 | 21.38 | 9.84 | 12.87 | 35.95 | 27.48 | 17.12 | 62.53 | 41.28 | 23.10 | 14.13 | 42.95 | 46.74 | 32.73 | 21.03 | 47.29 | 44.38 | 34.64 | 35.74 | 39.53 | 43.78 | 36.98 | 43.66 | 26.01 | 18.47 | 39.42 | 15.85 | 38.10 | 54.07 | 59.72 | 61.54 | 41.58 | 57.36 | 56.97 | 55.80 | 35.71 |
| Yield(%) | 0.00 | 5.31 | 5.11 | 3.01 | 0.56 | 0.75 | 0.69 | … | … | 1.93 | 3.86 | 4.21 | 4.22 | 3.38 | 1.78 | 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 | 0.60 | 1.20 | 1.20 | 0.48 | 0.76 | 1.06 | 1.46 | 1.48 | 1.20 | 1.79 | 2.18 | 1.57 | 2.35 | 2.51 | 1.54 | 2.60 | 6.79 | 4.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRS (Viatris Inc.) |
-34.89%
Jan 1985 – Jan 1988 |
-25.33%
Apr 2015 – Apr 2020 |
-18.00%
Apr 2015 – Apr 2025 |
-6.67%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTRS (Viatris Inc.) |
72.78%
Dec 1988 – Dec 1991 |
56.48%
Jan 1988 – Jan 1993 |
25.91%
Nov 1988 – Nov 1998 |
17.57%
Dec 1987 – Dec 2002 |
Annualized Rolling Returns Comparison Chart