Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANNX (Annexon, Inc.) | 8.57% | 124.28% | 20.31% | -24.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANNX (Annexon, Inc.) | 07/27/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | 124.28 | 20.31 | -24.01 | NA | NA | NA | … | … | 8.57 | -0.39 | 14.32 | -12.19 | -55.00 | -54.10 | 43.03 |
| Sharpe Ratio | NA | 1.91 | 0.25 | -0.28 | NA | NA | NA | … | … | 0.25 | -0.04 | 0.09 | -0.13 | -0.59 | -0.80 | 1.69 |
| Standard Deviation(%) | NA | 76.28 | 83.33 | 93.16 | NA | NA | NA | … | … | 71.37 | 84.54 | 83.69 | 127.22 | 95.45 | 67.88 | 74.96 |
| Draw Down(%) | NA | 29.74 | 82.33 | 94.34 | NA | NA | NA | … | … | 29.74 | 74.91 | 44.56 | 78.15 | 82.33 | 67.18 | 31.37 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANNX (Annexon, Inc.) |
-57.26%
Sep 2020 – Sep 2023 |
-39.14%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANNX (Annexon, Inc.) |
21.93%
May 2023 – May 2026 |
-21.69%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart