Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDMT (4D Molecular Therapeutics, Inc.) | 33.47% | 161.36% | -19.40% | -17.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDMT (4D Molecular Therapeutics, Inc.) | 12/14/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.59 | 161.36 | -19.40 | -17.61 | NA | NA | NA | … | … | 33.47 | 43.09 | -72.61 | -8.78 | 1.23 | -47.07 | 2.35 |
| Sharpe Ratio | NA | 1.84 | -0.23 | -0.23 | NA | NA | NA | … | … | 1.34 | 0.42 | -0.78 | -0.19 | 0.00 | -0.63 | 0.56 |
| Standard Deviation(%) | NA | 89.57 | 89.32 | 87.44 | NA | NA | NA | … | … | 71.18 | 98.09 | 102.01 | 70.30 | 92.47 | 75.33 | 112.77 |
| Draw Down(%) | NA | 41.40 | 93.00 | 93.04 | NA | NA | NA | … | … | 22.43 | 61.50 | 84.53 | 58.04 | 74.91 | 62.86 | 18.35 |
| 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 |
Data as of 06/04/2026, Common starting date is 12/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDMT (4D Molecular Therapeutics, Inc.) |
-40.22%
Mar 2022 – Mar 2025 |
-26.87%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDMT (4D Molecular Therapeutics, Inc.) |
9.92%
Oct 2022 – Oct 2025 |
-17.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart