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
AUPH (Aurinia Pharmaceuticals Inc.) -0.69% 95.80% 16.92% 4.22% 18.63% NA NA
Data as of 06/05/2026, Common starting date is 09/03/2014
More Performance Analytics Comparison
Name Start Date End Date
AUPH (Aurinia Pharmaceuticals Inc.) 09/03/2014 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 2016 2015 2014
Annualized Return (%) 3.33 95.80 16.92 4.22 18.63 NA NA -0.69 80.96 2.34 108.10 -81.11 65.37 -31.74 197.07 50.55 115.71 -14.98 -32.14 -9.00
Sharpe Ratio NA 2.04 0.28 0.03 0.22 NA NA -0.11 1.72 -0.08 1.60 -0.95 0.73 -0.56 2.18 0.67 1.27 -0.40 -0.92 -0.75
Standard Deviation(%) NA 45.66 48.25 68.00 74.08 NA NA 35.98 46.36 53.90 65.54 87.21 89.01 57.06 79.88 43.09 76.47 123.70 55.28 72.80
Draw Down(%) NA 15.91 60.80 87.58 87.58 NA NA 12.92 19.82 48.34 41.89 82.03 46.61 47.16 49.21 23.49 57.02 59.61 60.19 27.75
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
Data as of 06/05/2026, Common starting date is 09/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUPH (Aurinia Pharmaceuticals Inc.) -40.26%
Dec 2019 – Dec 2022
-15.36%
Jan 2020 – Jan 2025
5.40%
Feb 2015 – Feb 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUPH (Aurinia Pharmaceuticals Inc.) 112.88%
Dec 2016 – Dec 2019
61.30%
Oct 2016 – Oct 2021
21.93%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return