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
BPTH (Bio-Path Holdings, Inc.) -50.00% -85.00% -90.13% -80.81% -72.04% -50.97% NA
Data as of 06/04/2026, Common starting date is 03/04/2008
More Performance Analytics Comparison
Name Start Date End Date
BPTH (Bio-Path Holdings, Inc.) 03/04/2008 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
Annualized Return (%) -25.00 -85.00 -90.13 -80.81 -72.04 -50.97 NA -50.00 -93.10 -87.39 -69.54 -59.95 7.71 -56.20 121.94 -91.00 -85.19 8.00 -53.01 -33.50 1,042.86 0.00 0.00 -18.60 -21.82 -38.89
Sharpe Ratio NA -0.48 -0.54 -0.59 -0.53 NA NA -0.39 -0.52 -0.65 -0.55 -0.71 0.07 -0.62 0.52 -0.85 -0.97 0.13 -0.71 -0.48 8.39 0.00 0.00 -0.17 -0.08 -0.19
Standard Deviation(%) NA 178.03 172.86 142.21 139.27 NA NA 214.94 186.30 146.04 133.56 86.86 105.98 91.15 231.50 108.17 89.02 59.57 74.31 69.22 124.33 130.76 127.18 108.83 265.68 232.79
Draw Down(%) NA 90.91 99.95 99.99 100.00 NA NA 71.43 95.69 94.55 84.07 70.20 67.97 62.83 82.06 93.60 85.19 67.01 62.41 60.32 40.48 62.86 52.73 45.00 88.00 96.52
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
Data as of 06/04/2026, Common starting date is 03/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPTH (Bio-Path Holdings, Inc.) -90.31%
May 2023 – May 2026
-80.77%
May 2021 – May 2026
-72.19%
May 2016 – May 2026
-51.43%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPTH (Bio-Path Holdings, Inc.) 125.25%
Dec 2010 – Dec 2013
73.20%
Mar 2009 – Mar 2014
-4.98%
Mar 2009 – Mar 2019
-28.18%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return