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
ACAD (ACADIA Pharmaceuticals Inc.) -18.68% -0.23% -3.23% -1.72% -6.08% 18.47% 3.97%
Data as of 06/04/2026, Common starting date is 05/27/2004
More Performance Analytics Comparison
Name Start Date End Date
ACAD (ACADIA Pharmaceuticals Inc.) 05/27/2004 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 2006 2005 2004
Annualized Return (%) 0.42 -0.23 -3.23 -1.72 -6.08 18.47 3.97 -18.68 50.52 -45.86 96.67 -31.79 -56.34 24.96 164.56 -46.30 4.40 -19.10 12.28 27.05 437.42 330.56 -10.00 -9.09 46.67 -91.87 25.94 -10.76 45.49 1.04
Sharpe Ratio NA -0.15 -0.15 -0.06 -0.10 NA NA -1.11 1.05 -1.12 1.67 -0.46 -0.67 0.45 1.99 -0.84 -0.34 -0.77 -0.11 0.17 5.15 2.86 -0.37 -0.38 0.17 -0.85 0.05 -0.56 0.53 -0.47
Standard Deviation(%) NA 36.97 50.17 55.77 62.36 NA NA 38.56 46.39 47.20 56.07 71.82 84.56 54.52 70.85 80.89 43.27 69.25 59.19 51.55 81.30 110.72 76.09 73.20 168.98 130.89 86.51 59.71 46.20 50.13
Draw Down(%) NA 27.58 57.87 57.87 77.18 NA NA 26.14 30.51 54.36 37.91 52.69 71.30 36.11 20.98 59.70 36.14 51.58 38.90 40.80 31.14 42.29 68.71 62.71 81.06 93.80 40.50 70.45 23.54 25.79
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 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 05/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACAD (ACADIA Pharmaceuticals Inc.) -63.30%
Oct 2007 – Oct 2010
-40.85%
Oct 2005 – Oct 2010
-8.15%
Apr 2015 – Apr 2025
0.20%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACAD (ACADIA Pharmaceuticals Inc.) 226.36%
Nov 2010 – Nov 2013
124.20%
Nov 2010 – Nov 2015
55.85%
Nov 2010 – Nov 2020
27.30%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return