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
AVXL (Anavex Life Sciences Corp.) -20.79% -63.47% -32.25% -26.96% -4.98% -9.50% NA
Data as of 06/04/2026, Common starting date is 08/02/2006
More Performance Analytics Comparison
Name Start Date End Date
AVXL (Anavex Life Sciences Corp.) 08/02/2006 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 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -4.08 -63.47 -32.25 -26.96 -4.98 -9.50 NA -20.79 -66.11 30.08 0.54 -46.60 221.11 108.49 66.03 -51.55 -18.69 -28.90 652.70 -26.00 -68.35 -35.25 -66.58 69.77 -17.31 -50.48 94.44 35.00
Sharpe Ratio NA -0.67 -0.41 -0.32 -0.06 NA NA -0.38 -0.80 0.26 -0.07 -0.52 2.27 1.13 0.61 -0.89 -0.68 -0.56 4.56 -0.39 -0.82 -0.23 -0.88 0.83 -0.09 -0.12 0.08 2.31
Standard Deviation(%) NA 93.93 84.21 84.39 85.22 NA NA 91.20 87.24 90.25 56.31 93.06 97.55 94.90 70.67 82.62 55.92 111.38 139.08 113.56 106.49 230.65 96.85 61.49 396.13 588.49 943.21 34.58
Draw Down(%) NA 80.09 80.16 90.75 90.75 NA NA 49.62 77.12 63.59 57.11 58.68 41.72 59.04 43.08 70.66 50.55 67.66 77.39 70.37 70.59 89.70 73.21 27.91 84.26 89.89 76.47 9.26
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 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 08/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVXL (Anavex Life Sciences Corp.) -59.09%
Dec 2010 – Dec 2013
-41.73%
Mar 2010 – Mar 2015
-20.06%
Apr 2008 – Apr 2018
-9.79%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVXL (Anavex Life Sciences Corp.) 123.17%
Dec 2018 – Dec 2021
46.36%
Oct 2016 – Oct 2021
30.67%
Dec 2014 – Dec 2024
8.56%
Mar 2007 – Mar 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return