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
BNGO (Bionano Genomics, Inc.) -23.53% -68.21% -86.37% -81.24% NA NA NA
Data as of 06/05/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
Name Start Date End Date
BNGO (Bionano Genomics, Inc.) 08/21/2018 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
Annualized Return (%) -5.65 -68.21 -86.37 -81.24 NA NA NA -23.53 -91.26 -84.66 -87.05 -51.17 -2.92 148.39 -76.34 -14.80
Sharpe Ratio NA -0.79 -0.95 -0.91 NA NA NA -0.62 -0.85 -1.01 -1.07 -0.53 -0.02 1.04 -0.37 -0.48
Standard Deviation(%) NA 86.42 93.63 90.95 NA NA NA 68.57 111.23 87.49 85.32 99.57 136.50 141.64 212.33 79.35
Draw Down(%) NA 77.85 99.77 99.98 NA NA NA 34.73 92.34 90.00 93.60 61.92 80.80 79.53 90.08 40.61
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
Data as of 06/05/2026, Common starting date is 08/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BNGO (Bionano Genomics, Inc.) -89.38%
Jan 2023 – Jan 2026
-81.87%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BNGO (Bionano Genomics, Inc.) 43.61%
Oct 2019 – Oct 2022
-42.57%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return