Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATXI (Avenue Therapeutics, Inc.) -51.47% 32.00% -84.22% -85.44% NA NA NA
Data as of 06/05/2026, Common starting date is 06/27/2017
More Performance Analytics Comparison
Name Start Date End Date
ATXI (Avenue Therapeutics, Inc.) 06/27/2017 06/05/2026
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 (%) 10.00 32.00 -84.22 -85.44 NA NA NA -51.47 -68.00 -83.33 -86.21 -91.50 -84.71 -38.02 77.78 49.17 -56.12
Sharpe Ratio NA 0.10 -0.53 -0.52 NA NA NA -0.35 -0.40 -0.65 -0.87 -0.41 -0.81 -0.34 1.50 0.54 -1.09
Standard Deviation(%) NA 219.38 167.31 171.17 NA NA NA 256.85 180.31 137.89 104.54 226.49 105.24 110.81 51.03 88.85 74.35
Draw Down(%) NA 83.87 99.83 100.00 NA NA NA 80.00 91.26 93.49 92.96 92.07 87.73 75.54 34.29 63.48 57.21
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 06/05/2026, Common starting date is 06/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATXI (Avenue Therapeutics, Inc.) -91.78%
Mar 2022 – Mar 2025
-88.95%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATXI (Avenue Therapeutics, Inc.) 25.11%
Sep 2017 – Sep 2020
-34.40%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return