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
ABOS (Acumen Pharmaceuticals, Inc.) 8.53% 120.19% -22.66% NA NA NA NA
Data as of 06/03/2026, Common starting date is 07/02/2021
More Performance Analytics Comparison
Name Start Date End Date
ABOS (Acumen Pharmaceuticals, Inc.) 07/02/2021 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -9.84 120.19 -22.66 NA NA NA NA 8.53 22.67 -53.65 -28.89 -20.12 -13.31
Sharpe Ratio NA 1.71 -0.26 NA NA NA NA 0.79 0.24 -0.82 -0.33 -0.20 -0.97
Standard Deviation(%) NA 84.64 84.18 NA NA NA NA 80.91 82.52 74.08 101.41 108.56 66.15
Draw Down(%) NA 35.61 90.74 NA NA NA NA 35.61 52.63 61.85 80.86 54.44 28.50
Yield(%) 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
Data as of 06/03/2026, Common starting date is 07/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABOS (Acumen Pharmaceuticals, Inc.) -46.53%
Aug 2021 – Aug 2024
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
ABOS (Acumen Pharmaceuticals, Inc.) -14.77%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return