Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CASI (CASI Pharmaceuticals Inc) | -71.76% | -89.74% | -49.65% | -60.39% | -29.84% | -30.09% | -29.71% | … | … |
Data as of 02/26/2026, Common starting date is 06/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CASI (CASI Pharmaceuticals Inc) | 06/12/1996 | 02/26/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -70.00 | -89.74 | -49.65 | -60.39 | -29.84 | -30.09 | -29.71 | … | … | -71.76 | -72.08 | -60.47 | 300.00 | -77.63 | -72.88 | -4.53 | -23.13 | 23.69 | 182.61 | 19.79 | -27.82 | -20.36 | 21.01 | 45.26 | -81.30 | -42.27 | 400.00 | -86.67 | -24.05 | -18.56 | -40.12 | -2.41 | 286.05 | -89.82 | -51.01 | -32.68 | 22.02 | 85.64 | -30.38 | 3.17 |
| Sharpe Ratio | NA | -0.55 | -0.42 | -0.57 | -0.33 | NA | NA | … | … | -0.29 | -0.77 | -0.65 | 3.18 | -0.85 | -1.07 | -0.06 | -0.60 | 0.25 | 1.95 | 0.22 | -0.34 | -0.40 | 0.32 | 0.48 | -0.83 | -0.46 | 2.78 | -0.79 | -0.53 | -0.45 | -0.60 | -0.04 | 1.93 | -0.84 | -0.71 | -0.30 | 0.15 | 0.48 | -0.45 | 0.03 |
| Standard Deviation(%) | NA | 167.93 | 126.77 | 110.82 | 95.78 | NA | NA | … | … | 357.29 | 98.75 | 102.99 | 94.42 | 93.01 | 68.09 | 80.70 | 40.80 | 88.79 | 93.88 | 90.19 | 80.83 | 51.10 | 64.79 | 95.10 | 97.51 | 92.82 | 143.77 | 110.67 | 51.26 | 48.64 | 70.18 | 85.93 | 148.08 | 107.72 | 75.89 | 122.86 | 122.92 | 173.26 | 75.68 | 75.66 |
| Draw Down(%) | NA | 91.50 | 97.32 | 99.17 | 99.74 | NA | NA | … | … | 80.91 | 76.64 | 71.46 | 45.95 | 84.09 | 78.79 | 56.36 | 31.33 | 66.34 | 44.51 | 44.00 | 52.60 | 46.54 | 55.33 | 57.29 | 85.84 | 79.63 | 54.32 | 87.20 | 43.98 | 49.48 | 59.48 | 70.71 | 48.56 | 89.82 | 74.37 | 82.49 | 60.98 | 67.31 | 63.01 | 42.86 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/26/2026, Common starting date is 06/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASI (CASI Pharmaceuticals Inc) |
-78.06%
Feb 2000 – Feb 2003 |
-50.81%
Dec 2020 – Dec 2025 |
-40.24%
Jan 1999 – Jan 2009 |
-35.19%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CASI (CASI Pharmaceuticals Inc) |
87.26%
Feb 1997 – Feb 2000 |
32.44%
Jun 2013 – Jun 2018 |
8.61%
Dec 2008 – Dec 2018 |
-5.82%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart