Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLTRF (HLS Therapeutics Inc) | -8.16% | -13.93% | -0.52% | -25.28% | 5.90% | 8.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLTRF (HLS Therapeutics Inc) | 03/04/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | -13.93 | -0.52 | -25.28 | 5.90 | 8.20 | NA | … | … | -8.16 | 27.88 | -29.95 | -46.06 | -35.84 | -15.67 | -25.96 | 65.89 | 522.67 | 3.89 | 0.30 | -1.37 | -19.96 | 12.93 | 31.53 | 99.14 | 77.81 |
| Sharpe Ratio | NA | -0.06 | -0.07 | -0.55 | 0.08 | NA | NA | … | … | -0.59 | 0.69 | -0.67 | -0.72 | -0.85 | -0.46 | -0.61 | 1.35 | 3.95 | 0.30 | 0.01 | -0.07 | -1.09 | 0.16 | 0.43 | 0.55 | 0.19 |
| Standard Deviation(%) | NA | 23.60 | 53.22 | 49.31 | 58.72 | NA | NA | … | … | 24.09 | 36.68 | 54.81 | 70.59 | 44.05 | 34.36 | 43.11 | 47.85 | 132.03 | 10.95 | 15.11 | 18.90 | 18.32 | 81.10 | 73.05 | 168.95 | 561.47 |
| Draw Down(%) | NA | 25.37 | 55.06 | 85.92 | 87.59 | NA | NA | … | … | 12.54 | 14.93 | 44.50 | 65.47 | 47.17 | 38.27 | 46.30 | 18.09 | 6.62 | 5.24 | 12.81 | 12.44 | 23.25 | 55.55 | 49.71 | 28.78 | 26.02 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.52 | 4.54 | 5.56 | 10.14 | … | … | 0.00 | 0.00 | 0.00 | 1.19 | 1.73 | 1.23 | 0.91 | 1.72 | 2.67 | 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 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTRF (HLS Therapeutics Inc) |
-45.28%
Aug 2021 – Aug 2024 |
-31.45%
Dec 2019 – Dec 2024 |
2.16%
Aug 2014 – Aug 2024 |
6.62%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTRF (HLS Therapeutics Inc) |
120.57%
Dec 2016 – Dec 2019 |
60.40%
Dec 2014 – Dec 2019 |
40.89%
Nov 2010 – Nov 2020 |
15.00%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart