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
DYN (Dyne Therapeutics, Inc.) -5.88% 37.29% 9.74% 0.30% -1.35% -0.29% -0.22%
Data as of 06/04/2026, Common starting date is 11/10/1993
More Performance Analytics Comparison
Name Start Date End Date
DYN (Dyne Therapeutics, Inc.) 11/10/1993 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 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -0.81 37.29 9.74 0.30 -1.35 -0.29 -0.22 -5.88 -14.94 78.35 14.75 -2.52 -43.38 63.93 8.10 40.07 -36.87 -55.85 41.03 12.49 47.15
Sharpe Ratio NA 0.69 0.14 -0.03 -0.01 NA NA -0.08 -0.19 0.90 0.14 -0.05 -0.70 0.15 1.13 0.76 -0.49 -1.13 1.36 0.54 -0.03
Standard Deviation(%) NA 80.37 84.03 79.19 77.02 NA NA 66.76 95.98 80.53 75.00 84.37 62.04 125.24 29.14 52.19 76.16 49.64 30.12 23.03 84.31
Draw Down(%) NA 44.65 85.52 85.52 85.52 NA NA 25.36 73.25 49.57 55.87 64.47 59.42 26.75 12.58 43.09 65.88 70.67 26.54 25.28 9.78
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
Data as of 06/04/2026, Common starting date is 11/10/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DYN (Dyne Therapeutics, Inc.) -39.12%
Apr 2014 – Apr 2017
-29.35%
May 2017 – May 2022
-8.52%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DYN (Dyne Therapeutics, Inc.) 39.63%
Aug 2021 – Aug 2024
48.32%
Aug 2019 – Aug 2024
0.50%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return