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
ABVC (ABVC BioPharma, Inc.) -32.39% -8.86% -71.35% -69.38% -39.46% NA NA
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
ABVC (ABVC BioPharma, Inc.) 06/19/2012 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
Annualized Return (%) 2.13 -8.86 -71.35 -69.38 -39.46 NA NA -32.39 311.86 -49.14 -98.14 -81.56 -33.53 1,067.05 -87.86 0.00 0.00 -74.87 -50.00 0.00 88.68 -91.17
Sharpe Ratio NA -0.02 -0.42 -0.44 -0.09 NA NA -0.79 2.59 -0.52 -0.37 -0.75 -0.07 0.83 -0.74 -0.04 0.00 -0.29 -0.14 0.00 0.20 -0.15
Standard Deviation(%) NA 101.30 179.83 162.53 445.58 NA NA 83.70 123.08 100.61 272.94 110.53 482.25 1,273.16 120.43 36.23 NA 258.73 354.83 127.84 448.99 674.19
Draw Down(%) NA 80.80 99.38 99.93 99.93 NA NA 61.28 57.17 75.65 99.24 86.01 92.04 91.83 88.44 25.00 0.00 87.44 90.00 60.00 98.00 95.92
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
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABVC (ABVC BioPharma, Inc.) -88.72%
May 2021 – May 2024
-70.71%
Mar 2021 – Mar 2026
-58.12%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABVC (ABVC BioPharma, Inc.) 35.50%
Jan 2020 – Jan 2023
20.35%
May 2016 – May 2021
-27.32%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return