Health Care
VS
60/40 Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 0.22% | 0.06% | 1.13% | 6.19% | 12.27% | 44.53% | 46.50% | 97.34% |
| Health Care | -0.03% | -1.22% | -0.39% | 10.01% | -1.78% | 8.60% | 41.89% | 98.69% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Health Care | 2.43% | 2.03% | -2.07% | 25.94% | 13.16% | 20.46% | 6.18% | 21.70% | -2.79% | 6.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 97.34% | 7.48% | 7.05% | -38.88% | 0.39 | 0.47 | 0.19 | 0.07 |
| Health Care | 98.69% | 8.29% | 7.12% | -41.47% | 0.32 | 0.42 | 0.20 | 0.07 |
Total Return
No Taxes, No Rebalancing.