Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVTX (Avalo Therapeutics Inc) | -18.72% | 202.46% | -75.40% | -72.94% | -45.53% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 11/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVTX (Avalo Therapeutics Inc) | 11/13/2015 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.67 | 202.46 | -75.40 | -72.94 | -45.53 | NA | NA | … | … | -18.72 | 147.24 | -18.35 | -99.25 | -75.39 | -35.61 | -51.02 | 66.87 | 0.94 | 263.47 | -73.72 | -16.25 |
| Sharpe Ratio | NA | 2.29 | -0.40 | -0.45 | -0.34 | NA | NA | … | … | -0.44 | 1.66 | -0.14 | -0.37 | -0.70 | -0.53 | -0.59 | 0.77 | 0.00 | 1.68 | -0.56 | -0.64 |
| Standard Deviation(%) | NA | 87.13 | 198.79 | 165.79 | 140.82 | NA | NA | … | … | 89.35 | 89.11 | 181.87 | 282.04 | 109.28 | 66.78 | 86.87 | 84.92 | 76.03 | 157.95 | 131.92 | 117.32 |
| Draw Down(%) | NA | 44.29 | 99.66 | 99.97 | 99.98 | NA | NA | … | … | 44.29 | 58.88 | 67.82 | 99.42 | 86.43 | 62.21 | 68.46 | 59.42 | 46.64 | 63.17 | 83.17 | 31.11 |
| 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 |
Data as of 06/12/2026, Common starting date is 11/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTX (Avalo Therapeutics Inc) |
-92.32%
Feb 2021 – Feb 2024 |
-81.56%
Feb 2019 – Feb 2024 |
-48.97%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTX (Avalo Therapeutics Inc) |
86.17%
May 2017 – May 2020 |
14.07%
Dec 2016 – Dec 2021 |
-45.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart