Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CELC (Celcuity Inc.) | -7.29% | 671.87% | 104.58% | 28.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CELC (Celcuity Inc.) | 09/20/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.36 | 671.87 | 104.58 | 28.02 | NA | NA | NA | … | … | -7.29 | 681.13 | -5.01 | 4.00 | 6.22 | 44.00 | -13.91 | -55.65 | 26.60 | 32.61 |
| Sharpe Ratio | NA | 9.50 | 1.55 | 0.44 | NA | NA | NA | … | … | 1.69 | 5.82 | -0.22 | 0.00 | 0.06 | 0.49 | -0.15 | -1.09 | 0.50 | 2.88 |
| Standard Deviation(%) | NA | 118.42 | 82.32 | 79.76 | NA | NA | NA | … | … | 58.56 | 121.08 | 51.88 | 57.09 | 81.72 | 89.67 | 94.32 | 52.38 | 50.96 | 60.94 |
| Draw Down(%) | NA | 27.68 | 61.99 | 82.70 | NA | NA | NA | … | … | 14.15 | 39.72 | 44.44 | 37.90 | 59.86 | 61.33 | 62.48 | 62.12 | 36.38 | 20.55 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CELC (Celcuity Inc.) |
-33.83%
Apr 2019 – Apr 2022 |
-20.49%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CELC (Celcuity Inc.) |
130.86%
May 2023 – May 2026 |
68.15%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart