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
ABUS (Arbutus Biopharma Corporation) -9.56% 27.57% 18.71% 8.15% 0.50% 2.03% NA
Data as of 06/04/2026, Common starting date is 07/26/2007
More Performance Analytics Comparison
Name Start Date End Date
ABUS (Arbutus Biopharma Corporation) 07/26/2007 06/04/2026
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
Annualized Return (%) -5.43 27.57 18.71 8.15 0.50 2.03 NA -9.56 46.18 30.80 7.30 -40.10 9.58 27.70 -27.42 -24.16 106.12 -44.94 -70.63 90.09 60.69 230.67 -68.09 2.17 217.24 -68.13 -27.78
Sharpe Ratio NA 0.65 0.43 0.14 -0.01 NA NA -0.29 0.98 0.51 0.08 -0.65 0.12 0.18 -0.49 -0.51 1.44 -1.40 -1.28 0.66 0.80 2.90 -1.30 -0.20 2.36 -0.73 -1.00
Standard Deviation(%) NA 46.21 43.64 53.67 80.17 NA NA 50.80 44.94 43.05 40.89 63.68 78.72 153.10 103.57 89.56 60.89 56.49 69.75 108.77 52.58 74.08 66.84 81.83 84.29 119.04 77.86
Draw Down(%) NA 25.86 36.84 63.42 92.96 NA NA 24.80 19.78 30.26 45.48 52.76 48.35 73.39 80.96 71.66 42.21 54.03 83.47 70.98 31.50 32.13 80.95 48.28 31.03 83.33 49.16
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 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 0.00
Data as of 06/04/2026, Common starting date is 07/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABUS (Arbutus Biopharma Corporation) -49.37%
Feb 2014 – Feb 2017
-43.45%
Mar 2015 – Mar 2020
-19.10%
Mar 2014 – Mar 2024
-7.89%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABUS (Arbutus Biopharma Corporation) 130.91%
Jan 2012 – Jan 2015
51.42%
Mar 2009 – Mar 2014
11.64%
Nov 2008 – Nov 2018
3.70%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return