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
ACHV (Achieve Life Sciences, Inc.) 6.44% 38.12% -6.40% -9.37% -46.23% -44.89% -41.13%
Data as of 06/04/2026, Common starting date is 10/12/1995
More Performance Analytics Comparison
Name Start Date End Date
ACHV (Achieve Life Sciences, Inc.) 10/12/1995 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 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) -0.19 38.12 -6.40 -9.37 -46.23 -44.89 -41.13 6.44 27.56 -14.56 68.16 -68.51 -3.95 -23.58 -56.20 -90.97 -75.64 -58.68 -47.16 -72.54 -36.43 11.75 -30.08 -24.64 642.67 -62.12 -92.80 21.47 42.49 -30.51 139.62 -73.76 1,192.80 -75.00 -62.96 -79.62 11.34 142.86 78.18
Sharpe Ratio NA 0.52 -0.11 -0.14 -0.52 NA NA 0.11 0.26 -0.39 0.68 -1.31 -0.06 -0.26 -0.65 -1.11 -1.05 -0.78 -0.75 -0.86 -1.50 -0.17 -1.02 -0.89 5.61 -0.58 -0.60 -0.02 0.37 -0.72 1.54 -0.91 9.07 -0.52 -0.64 -0.75 0.14 2.07 25.13
Standard Deviation(%) NA 103.35 81.88 75.84 90.46 NA NA 102.15 95.57 46.54 94.40 53.43 64.19 92.13 121.98 101.30 90.44 117.89 87.16 105.94 36.57 41.04 47.50 48.57 111.16 140.76 191.34 38.57 57.40 69.64 77.91 102.92 135.19 187.15 104.05 111.04 56.46 66.66 54.82
Draw Down(%) NA 54.55 70.62 80.06 99.93 NA NA 54.55 50.83 33.82 68.28 76.09 56.94 64.06 89.24 94.16 84.68 73.48 68.33 85.34 50.88 32.64 50.86 47.13 50.43 75.44 93.47 35.04 44.70 73.58 29.60 83.73 67.03 95.65 76.64 90.22 35.40 30.11 6.25
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 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 10/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACHV (Achieve Life Sciences, Inc.) -82.50%
Nov 2015 – Nov 2018
-73.68%
Jan 2014 – Jan 2019
-61.02%
Oct 2012 – Oct 2022
-50.89%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACHV (Achieve Life Sciences, Inc.) 106.28%
Oct 2000 – Oct 2003
51.75%
Dec 2000 – Dec 2005
4.09%
Dec 2000 – Dec 2010
-9.92%
Nov 2000 – Nov 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return