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
AVGR (Avinger Inc) NA -72.99% -72.40% -65.74% -77.73% NA NA
Data as of 07/02/2025, Common starting date is 01/30/2015
More Performance Analytics Comparison
Name Start Date End Date
AVGR (Avinger Inc) 01/30/2015 07/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -72.99 -72.40 -65.74 -77.73 NA NA -42.68 -69.74 -83.27 -88.00 2.27 -61.40 -62.00 -95.88 -95.08 -83.71 68.22
Sharpe Ratio NA -0.48 -0.59 -0.54 -0.63 NA NA -0.61 -0.48 -0.71 -0.93 0.02 -0.49 -0.55 -0.67 -0.56 -0.95 1.26
Standard Deviation(%) NA 157.61 128.82 124.86 126.52 NA NA 116.48 158.96 123.93 96.65 120.02 125.45 115.08 145.63 169.55 88.53 60.24
Draw Down(%) NA 77.97 98.59 99.94 100.00 NA NA 53.01 91.19 88.63 90.59 80.43 82.40 92.59 97.73 95.44 84.59 25.93
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 07/02/2025, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVGR (Avinger Inc) -93.09%
Dec 2015 – Dec 2018
-87.13%
Oct 2015 – Oct 2020
-77.71%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVGR (Avinger Inc) -40.36%
Oct 2018 – Oct 2021
-64.50%
Apr 2020 – Apr 2025
-77.34%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return