Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBRX (Forte Biosciences, Inc.) | -38.80% | 67.40% | -12.60% | -55.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBRX (Forte Biosciences, Inc.) | 04/17/2017 | 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 (%) | -19.64 | 67.40 | -12.60 | -55.93 | NA | NA | NA | … | … | -38.80 | 22.72 | 10.78 | -18.00 | -53.27 | -94.12 | -69.64 | -93.51 | -19.90 | -21.15 |
| Sharpe Ratio | NA | 1.23 | -0.11 | -0.46 | NA | NA | NA | … | … | -0.60 | 0.17 | 0.03 | -0.43 | -0.86 | -0.50 | -0.22 | -0.52 | -0.32 | -0.53 |
| Standard Deviation(%) | NA | 101.94 | 108.94 | 121.01 | NA | NA | NA | … | … | 102.09 | 120.75 | 121.25 | 51.72 | 63.53 | 188.10 | 312.49 | 182.00 | 67.55 | 55.06 |
| Draw Down(%) | NA | 46.33 | 84.08 | 99.61 | NA | NA | NA | … | … | 46.33 | 79.22 | 80.33 | 65.77 | 56.70 | 95.25 | 94.90 | 96.19 | 55.39 | 46.95 |
| 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 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRX (Forte Biosciences, Inc.) |
-92.00%
Feb 2019 – Feb 2022 |
-82.55%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRX (Forte Biosciences, Inc.) |
5.82%
Feb 2023 – Feb 2026 |
-38.96%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart