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
BCEL (Atreca Inc) NA -91.82% -79.46% NA NA NA NA
Data as of 06/14/2024, Common starting date is 06/20/2019
More Performance Analytics Comparison
Name Start Date End Date
BCEL (Atreca Inc) 06/20/2019 06/14/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.00 -91.82 -79.46 NA NA NA NA -30.77 -83.75 -73.60 -81.24 4.40 -14.29
Sharpe Ratio NA -0.50 -0.53 NA NA NA NA -0.26 -0.65 -0.48 -0.87 0.04 -0.23
Standard Deviation(%) NA 189.84 154.96 NA NA NA NA 224.70 135.29 157.56 93.90 99.83 115.50
Draw Down(%) NA 94.92 99.42 NA NA NA NA 83.33 92.86 85.00 85.16 58.21 56.12
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
Data as of 06/14/2024, Common starting date is 06/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCEL (Atreca Inc) -82.65%
Mar 2021 – Mar 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCEL (Atreca Inc) -46.20%
Jul 2019 – Jul 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return