Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDNA (CareDx, Inc) | 18.10% | 18.60% | 40.75% | -23.94% | 17.12% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDNA (CareDx, Inc) | 07/18/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 18.60 | 40.75 | -23.94 | 17.12 | NA | NA | … | … | 18.10 | -9.01 | 75.75 | 5.17 | -74.91 | -37.23 | 235.88 | -14.20 | 242.51 | 171.85 | -57.81 | -11.72 | -27.50 |
| Sharpe Ratio | NA | 0.21 | 0.49 | -0.32 | 0.20 | NA | NA | … | … | 0.67 | -0.16 | 0.86 | 0.01 | -0.91 | -0.55 | 3.11 | -0.24 | 3.51 | 1.66 | -0.83 | -0.16 | -1.03 |
| Standard Deviation(%) | NA | 75.77 | 75.97 | 78.69 | 78.49 | NA | NA | … | … | 66.56 | 76.52 | 81.23 | 84.64 | 84.39 | 68.12 | 75.21 | 66.89 | 68.74 | 104.10 | 69.67 | 73.23 | 48.88 |
| Draw Down(%) | NA | 43.92 | 65.96 | 94.85 | 94.87 | NA | NA | … | … | 23.64 | 53.85 | 39.98 | 72.17 | 76.65 | 56.90 | 50.65 | 52.00 | 33.74 | 71.93 | 58.59 | 46.41 | 48.34 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDNA (CareDx, Inc) |
-53.87%
Apr 2021 – Apr 2024 |
-27.01%
Oct 2018 – Oct 2023 |
6.51%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDNA (CareDx, Inc) |
217.21%
Jun 2017 – Jun 2020 |
103.60%
Apr 2017 – Apr 2022 |
17.79%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart