Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESPR (Esperion Therapeutics, Inc.) | -15.14% | 199.05% | 32.49% | -31.73% | -15.52% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESPR (Esperion Therapeutics, Inc.) | 06/26/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 199.05 | 32.49 | -31.73 | -15.52 | NA | NA | … | … | -15.14 | 83.64 | -23.75 | -52.01 | 24.60 | -80.77 | -56.40 | 29.63 | -30.13 | 425.88 | -43.76 | -44.96 | 194.32 | -5.24 |
| Sharpe Ratio | NA | 2.92 | 0.29 | -0.35 | -0.20 | NA | NA | … | … | -0.38 | 1.02 | -0.33 | -0.48 | 0.31 | -0.83 | -0.75 | 0.14 | -0.68 | 4.53 | -0.83 | -0.58 | 2.75 | -0.62 |
| Standard Deviation(%) | NA | 87.97 | 88.31 | 95.24 | 86.14 | NA | NA | … | … | 94.30 | 81.02 | 91.90 | 117.24 | 76.46 | 97.58 | 74.85 | 45.61 | 76.46 | 90.48 | 93.22 | 109.79 | 63.99 | 44.94 |
| Draw Down(%) | NA | 53.19 | 80.94 | 97.23 | 99.10 | NA | NA | … | … | 51.15 | 68.80 | 50.31 | 90.00 | 40.54 | 86.96 | 67.23 | 35.65 | 55.18 | 30.42 | 57.77 | 84.10 | 28.66 | 41.24 |
| 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 06/03/2026, Common starting date is 06/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPR (Esperion Therapeutics, Inc.) |
-70.24%
Sep 2020 – Sep 2023 |
-55.09%
Oct 2018 – Oct 2023 |
-38.37%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESPR (Esperion Therapeutics, Inc.) |
69.43%
Nov 2016 – Nov 2019 |
34.83%
Nov 2013 – Nov 2018 |
-13.75%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart