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
BSTG (Biostage Inc) NA -16.14% 49.98% 12.21% NA NA NA
Data as of 09/20/2023, Common starting date is 10/22/2013
More Performance Analytics Comparison
Name Start Date End Date
BSTG (Biostage Inc) 10/22/2013 09/20/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -2.17 -16.14 49.98 12.21 NA NA NA 6.73 139.13 84.00 -37.81 -2.43 136.78 -95.11 -59.17 -31.45 -33.05 -22.39
Sharpe Ratio NA -0.23 0.46 0.09 NA NA NA 0.08 1.03 0.63 -0.26 -0.05 1.16 -0.66 -0.71 -0.22 -0.37 -0.83
Standard Deviation(%) NA 85.50 117.85 117.69 NA NA NA 65.30 134.65 132.72 145.55 70.88 117.28 145.47 83.76 144.32 89.72 88.28
Draw Down(%) NA 49.66 52.83 79.17 NA NA NA 46.40 33.85 52.83 75.62 33.33 59.18 95.11 70.08 87.50 77.00 43.36
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
Data as of 09/20/2023, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSTG (Biostage Inc) -76.36%
Oct 2014 – Oct 2017
-60.08%
Jun 2014 – Jun 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSTG (Biostage Inc) 48.38%
Aug 2020 – Aug 2023
44.60%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return