Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAPR (Capricor Therapeutics, Inc.) | 3.12% | 159.67% | 60.53% | 24.96% | -12.96% | -16.69% | NA | -17.46% |
Data as of 06/06/2025, AR inception is 02/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPR (Capricor Therapeutics, Inc.) | 02/13/2007 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 43.88 | 159.67 | 60.53 | 24.96 | -12.96 | -16.69 | NA | -17.46 | 3.12 | 187.93 | 26.68 | 31.74 | -14.58 | 167.97 | -68.78 | -74.05 | -40.60 | -13.36 | -18.13 | 15.38 | 30.00 | -90.91 | -11.29 | -48.76 | 42.35 | -84.55 | 511.11 | -38.46 | 0.00 | 27.45 | -63.57 | 174.51 |
| Sharpe Ratio | NA | 0.63 | 0.40 | 0.16 | -0.16 | NA | NA | -0.16 | -0.51 | 1.81 | 0.28 | 0.36 | -0.18 | 0.93 | -0.77 | -1.27 | -0.37 | -0.60 | -0.42 | -0.03 | 0.06 | -0.58 | -0.34 | -0.69 | 0.20 | -0.77 | 4.09 | -0.11 | -0.01 | 0.06 | -0.45 | 0.57 |
| Standard Deviation(%) | NA | 118.80 | 91.35 | 92.27 | 111.03 | NA | NA | 125.45 | 115.02 | 101.79 | 80.70 | 84.09 | 83.28 | 179.11 | 118.96 | 75.56 | 162.04 | 78.84 | 87.90 | 103.28 | 199.94 | 189.65 | 88.50 | 98.28 | 121.66 | 135.25 | 160.29 | 372.93 | 237.32 | 448.33 | 144.67 | 1,094.53 |
| Draw Down(%) | NA | 71.17 | 71.17 | 72.38 | 98.48 | NA | NA | 99.97 | 60.25 | 49.79 | 65.48 | 49.12 | 63.56 | 65.04 | 84.71 | 84.69 | 81.47 | 49.47 | 74.15 | 78.06 | 84.21 | 94.83 | 45.45 | 76.19 | 66.33 | 92.36 | 56.27 | 49.28 | 23.08 | 59.20 | 66.00 | 70.59 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/06/2025, AR inception is 02/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPR (Capricor Therapeutics, Inc.) |
-67.13%
Mar 2017 - Mar 2020 |
-62.51%
Jul 2008 - Jul 2013 |
-46.28%
Feb 2010 - Feb 2020 |
-35.46%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPR (Capricor Therapeutics, Inc.) |
78.01%
Nov 2021 - Nov 2024 |
67.11%
Feb 2020 - Feb 2025 |
-6.88%
Oct 2014 - Oct 2024 |
-19.48%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart