Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APEN (Apollo Endosurgery Inc) | NA | 73.91% | 61.36% | 10.98% | -30.60% | -25.86% | NA | … | … |
Data as of 04/11/2023, Common starting date is 05/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APEN (Apollo Endosurgery Inc) | 05/01/2007 | 04/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 73.91 | 61.36 | 10.98 | -30.60 | -25.86 | NA | … | … | 0.30 | 18.27 | 147.94 | 19.30 | -17.39 | -38.39 | -53.95 | -31.34 | -91.84 | -33.80 | -15.64 | -39.38 | 33.71 | 11.25 | -23.81 | -54.74 | 40.61 | -59.37 | 45.45 |
| Sharpe Ratio | NA | 1.01 | 0.83 | 0.12 | -0.32 | NA | NA | … | … | -1.12 | 0.22 | 2.23 | 0.16 | -0.59 | -0.86 | -0.73 | -0.51 | -0.62 | -1.13 | -0.79 | -0.88 | 0.21 | -0.07 | -0.34 | -0.77 | 0.60 | -0.59 | 89,301.32 |
| Standard Deviation(%) | NA | 70.21 | 79.06 | 81.81 | 98.12 | NA | NA | … | … | 3.87 | 77.65 | 66.33 | 118.22 | 69.07 | 69.82 | 100.86 | 128.75 | 178.60 | 46.41 | 43.50 | 66.61 | 72.14 | 103.50 | 125.48 | 95.61 | 70.19 | 104.16 | 149.64 |
| Draw Down(%) | NA | 38.34 | 63.90 | 86.06 | 99.75 | NA | NA | … | … | 1.40 | 58.38 | 24.43 | 60.19 | 37.00 | 64.98 | 80.57 | 64.08 | 95.15 | 53.03 | 37.38 | 50.47 | 46.67 | 54.17 | 54.55 | 61.21 | 36.00 | 66.49 | 0.00 |
| 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 |
Data as of 04/11/2023, Common starting date is 05/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEN (Apollo Endosurgery Inc) |
-74.90%
Aug 2014 – Aug 2017 |
-61.99%
Oct 2012 – Oct 2017 |
-43.61%
Oct 2007 – Oct 2017 |
-29.74%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEN (Apollo Endosurgery Inc) |
72.88%
Mar 2020 – Mar 2023 |
16.80%
Nov 2017 – Nov 2022 |
-29.48%
Feb 2013 – Feb 2023 |
-26.33%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison Chart