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
CLPT (ClearPoint Neuro, Inc.) 4.68% 10.24% 27.93% -4.36% 3.66% NA NA
Data as of 06/04/2026, Common starting date is 05/23/2012
More Performance Analytics Comparison
Name Start Date End Date
CLPT (ClearPoint Neuro, Inc.) 05/23/2012 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
Annualized Return (%) 16.99 10.24 27.93 -4.36 3.66 NA NA 4.68 -8.84 131.96 -19.83 -24.51 -29.39 231.04 205.73 -42.91 -19.12 -77.63 -54.22 -42.76 -9.37 113.33
Sharpe Ratio NA 0.03 0.17 -0.13 -0.01 NA NA -0.21 -0.13 1.65 -0.39 -0.37 -0.43 2.60 3.14 -0.60 -0.18 -0.56 -0.73 -0.77 -0.19 1.69
Standard Deviation(%) NA 94.57 81.49 75.35 87.27 NA NA 92.10 90.89 76.80 62.70 70.51 68.77 88.13 64.99 74.13 110.75 137.95 74.74 55.58 50.09 150.52
Draw Down(%) NA 70.74 70.74 79.96 88.88 NA NA 44.77 58.18 33.21 58.04 53.31 61.79 49.84 29.96 59.12 73.04 88.72 72.52 53.02 46.19 65.17
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
Data as of 06/04/2026, Common starting date is 05/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLPT (ClearPoint Neuro, Inc.) -67.10%
Nov 2013 – Nov 2016
-54.27%
Jul 2012 – Jul 2017
-21.93%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLPT (ClearPoint Neuro, Inc.) 127.62%
Aug 2018 – Aug 2021
47.93%
Jul 2017 – Jul 2022
2.81%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return