Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALPMF (Astellas Pharma Inc) | 12.91% | 50.91% | 2.49% | 1.37% | 4.46% | 7.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALPMF (Astellas Pharma Inc) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 50.91 | 2.49 | 1.37 | 4.46 | 7.72 | NA | … | … | 12.91 | 40.25 | -12.46 | -18.95 | 0.42 | 7.47 | -8.53 | 35.38 | 5.20 | -10.04 | 3.54 | 5.59 | 21.58 | 28.69 | 17.73 | 14.50 | 5.43 |
| Sharpe Ratio | NA | 1.04 | 0.00 | 0.04 | 0.08 | NA | NA | … | … | 0.59 | 0.93 | -0.36 | -0.80 | -0.03 | 0.23 | -0.21 | 1.51 | 0.15 | -0.55 | 0.08 | 0.16 | 0.82 | 1.20 | 0.97 | 0.79 | 0.52 |
| Standard Deviation(%) | NA | 67.92 | 50.29 | 43.68 | 38.01 | NA | NA | … | … | 92.44 | 40.19 | 45.04 | 28.51 | 31.09 | 31.70 | 41.75 | 22.49 | 26.01 | 19.50 | 41.11 | 35.30 | 26.30 | 23.92 | 18.31 | 18.29 | 15.12 |
| Draw Down(%) | NA | 26.14 | 41.72 | 42.75 | 42.75 | NA | NA | … | … | 26.14 | 15.15 | 24.85 | 31.22 | 27.14 | 14.55 | 27.37 | 16.88 | 26.91 | 17.59 | 27.93 | 24.55 | 15.93 | 13.65 | 12.17 | 11.62 | 8.59 |
| Yield(%) | 0.00 | 7.78 | 4.68 | 3.66 | 3.67 | 5.45 | 4.66 | … | … | 3.91 | 5.25 | 6.05 | 4.63 | 2.69 | 2.65 | 2.24 | 2.77 | 2.70 | 2.16 | 2.19 | 1.91 | 2.36 | 2.95 | 4.05 | 4.36 | 1.97 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPMF (Astellas Pharma Inc) |
-14.79%
Jun 2021 – Jun 2024 |
-8.04%
Jan 2020 – Jan 2025 |
-2.14%
Mar 2015 – Mar 2025 |
5.63%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPMF (Astellas Pharma Inc) |
30.63%
Oct 2011 – Oct 2014 |
21.21%
May 2010 – May 2015 |
12.60%
Jun 2010 – Jun 2020 |
8.68%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart