Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APLS (Apellis Pharmaceuticals, Inc.) | -24.88% | -24.85% | -33.75% | -16.16% | NA | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 11/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APLS (Apellis Pharmaceuticals, Inc.) | 11/09/2017 | 03/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.60 | -24.85 | -33.75 | -16.16 | NA | NA | NA | … | … | -24.88 | -21.75 | -46.69 | 15.76 | 9.37 | -17.34 | 86.81 | 132.15 | -39.22 | 54.67 |
| Sharpe Ratio | NA | -0.39 | -0.52 | -0.26 | NA | NA | NA | … | … | -1.28 | -0.38 | -0.92 | 0.14 | 0.12 | -0.24 | 1.09 | 2.23 | -0.50 | 33.31 |
| Standard Deviation(%) | NA | 66.57 | 71.98 | 70.83 | NA | NA | NA | … | … | 61.17 | 66.46 | 54.50 | 89.28 | 66.76 | 72.47 | 78.99 | 58.55 | 81.00 | 73.04 |
| Draw Down(%) | NA | 38.80 | 82.47 | 82.47 | NA | NA | NA | … | … | 32.64 | 52.76 | 63.87 | 74.65 | 40.77 | 55.99 | 59.60 | 31.32 | 61.77 | 12.47 |
| 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 |
Data as of 03/16/2026, Common starting date is 11/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLS (Apellis Pharmaceuticals, Inc.) |
-31.59%
Feb 2023 – Feb 2026 |
-15.33%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLS (Apellis Pharmaceuticals, Inc.) |
53.04%
Dec 2018 – Dec 2021 |
35.33%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart