Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPR (Capricor Therapeutics, Inc.) | -3.15% | 126.50% | 83.14% | 48.58% | -1.44% | -14.63% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPR (Capricor Therapeutics, Inc.) | 02/13/2007 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.98 | 126.50 | 83.14 | 48.58 | -1.44 | -14.63 | NA | … | … | -3.15 | 115.14 | 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 | 1.03 | 0.62 | 0.42 | -0.02 | NA | NA | … | … | 0.10 | 0.58 | 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 | 187.85 | 137.25 | 115.83 | 123.62 | NA | NA | … | … | 73.25 | 197.75 | 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 | 67.67 | 79.08 | 79.08 | 98.02 | NA | NA | … | … | 25.26 | 71.16 | 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 06/04/2026, Common starting date 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.) |
105.14%
Apr 2023 – Apr 2026 |
67.11%
Feb 2020 – Feb 2025 |
1.81%
Mar 2016 – Mar 2026 |
-14.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart