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
AKBA (Akebia Therapeutics, Inc.) -41.61% -74.53% -5.67% -22.85% -20.01% NA NA
Data as of 06/05/2026, Common starting date is 03/20/2014
More Performance Analytics Comparison
Name Start Date End Date
AKBA (Akebia Therapeutics, Inc.) 03/20/2014 06/05/2026
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
Annualized Return (%) -7.84 -74.53 -5.67 -22.85 -20.01 NA NA -41.61 -12.63 57.26 113.79 -74.34 -19.29 -55.70 14.29 -62.81 42.84 -19.43 11.00 -56.40
Sharpe Ratio NA -0.86 -0.08 -0.24 -0.22 NA NA -0.92 -0.18 0.68 1.01 -0.54 -0.29 -0.35 -0.12 -1.45 0.48 -1.05 -0.09 -0.96
Standard Deviation(%) NA 79.94 82.64 99.96 95.32 NA NA 75.84 88.48 75.21 110.04 141.73 67.64 160.64 74.11 58.09 49.69 50.92 87.67 86.30
Draw Down(%) NA 77.56 77.56 94.05 98.73 NA NA 44.10 63.34 61.61 56.52 91.47 55.34 83.65 63.80 65.62 27.61 44.74 53.93 69.16
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
Data as of 06/05/2026, Common starting date is 03/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AKBA (Akebia Therapeutics, Inc.) -64.99%
Nov 2019 – Nov 2022
-57.22%
Oct 2017 – Oct 2022
-28.14%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AKBA (Akebia Therapeutics, Inc.) 118.28%
Jun 2022 – Jun 2025
8.38%
Aug 2015 – Aug 2020
-7.65%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return