Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APVO (Aptevo Therapeutics Inc.) | -46.13% | -94.31% | -98.24% | -94.94% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APVO (Aptevo Therapeutics Inc.) | 07/20/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | -94.31 | -98.24 | -94.94 | NA | NA | NA | … | … | -46.13 | -99.96 | -98.53 | -92.24 | -70.52 | -78.53 | -71.45 | -48.43 | -70.05 | 73.77 | -69.50 |
| Sharpe Ratio | NA | -0.79 | -0.66 | -0.70 | NA | NA | NA | … | … | -0.94 | -0.30 | -0.54 | -0.95 | -0.81 | -0.59 | -0.24 | -0.64 | -0.87 | 0.88 | -0.91 |
| Standard Deviation(%) | NA | 122.96 | 154.66 | 139.68 | NA | NA | NA | … | … | 87.40 | 347.14 | 195.20 | 102.23 | 89.39 | 132.21 | 303.33 | 78.30 | 82.16 | 83.61 | 101.75 |
| Draw Down(%) | NA | 95.71 | 100.00 | 100.00 | NA | NA | NA | … | … | 59.72 | 99.97 | 98.68 | 93.31 | 76.25 | 84.04 | 97.72 | 71.87 | 79.12 | 58.39 | 77.12 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/20/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APVO (Aptevo Therapeutics Inc.) |
-98.47%
Mar 2023 – Mar 2026 |
-95.26%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APVO (Aptevo Therapeutics Inc.) |
-18.00%
Mar 2020 – Mar 2023 |
-48.80%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart