Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVM (Adverum Biotechnologies Inc) | NA | -25.47% | -11.07% | -49.15% | -26.15% | NA | NA | … | … |
Data as of 12/09/2025, Common starting date is 07/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVM (Adverum Biotechnologies Inc) | 07/31/2014 | 12/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.81 | -25.47 | -11.07 | -49.15 | -26.15 | NA | NA | … | … | -6.64 | -36.00 | 29.31 | -67.05 | -83.76 | -5.90 | 265.71 | -10.00 | 20.69 | -69.54 | -82.37 | 92.93 |
| Sharpe Ratio | NA | -0.33 | -0.17 | -0.58 | -0.32 | NA | NA | … | … | -0.11 | -0.48 | 0.31 | -1.05 | -0.72 | -0.06 | 2.52 | -0.14 | 0.39 | -0.91 | -0.75 | 6.23 |
| Standard Deviation(%) | NA | 86.96 | 86.06 | 89.34 | 86.58 | NA | NA | … | … | 88.56 | 89.72 | 80.97 | 65.23 | 115.96 | 96.56 | 104.90 | 78.55 | 51.67 | 76.96 | 110.49 | 60.52 |
| Draw Down(%) | NA | 65.43 | 92.70 | 98.57 | 99.20 | NA | NA | … | … | 63.39 | 83.27 | 67.81 | 72.31 | 87.88 | 61.62 | 67.78 | 63.90 | 27.85 | 70.59 | 87.53 | 19.26 |
| 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 |
Data as of 12/09/2025, Common starting date is 07/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVM (Adverum Biotechnologies Inc) |
-63.07%
Dec 2019 – Dec 2022 |
-59.96%
Jun 2020 – Jun 2025 |
-40.09%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVM (Adverum Biotechnologies Inc) |
102.89%
Jun 2017 – Jun 2020 |
20.17%
Feb 2016 – Feb 2021 |
-25.18%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart