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
CCEL (Cryo-Cell International, Inc.) 1.74% -30.14% -7.82% -13.19% NA NA NA
Data as of 06/04/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
Name Start Date End Date
CCEL (Cryo-Cell International, Inc.) 09/04/2020 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
Annualized Return (%) -3.31 -30.14 -7.82 -13.19 NA NA NA 1.74 -49.78 32.67 35.93 -58.46 50.65 -1.91
Sharpe Ratio NA -0.66 -0.16 -0.25 NA NA NA -0.13 -0.91 0.45 0.45 -0.93 0.94 -0.12
Standard Deviation(%) NA 55.57 61.57 63.89 NA NA NA 55.26 58.65 64.59 73.19 64.51 53.60 47.66
Draw Down(%) NA 47.26 66.28 76.11 NA NA NA 19.94 57.35 37.95 40.48 60.36 20.83 19.02
Yield(%) 0.00 0.00 4.43 3.50 1.97 1.32 0.99 0.00 5.42 4.31 0.00 7.76 0.00 0.00
Data as of 06/04/2026, Common starting date is 09/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCEL (Cryo-Cell International, Inc.) -16.02%
Feb 2021 – Feb 2024
-15.77%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCEL (Cryo-Cell International, Inc.) 8.76%
Mar 2023 – Mar 2026
-3.30%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return