Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBRX (ImmunityBio, Inc.) | 268.18% | 148.81% | 37.73% | -16.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBRX (ImmunityBio, Inc.) | 09/14/2020 | 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 (%) | -5.57 | 148.81 | 37.73 | -16.08 | NA | NA | NA | … | … | 268.18 | -16.41 | -44.62 | -0.99 | -16.61 | -19.04 | -7.17 |
| Sharpe Ratio | NA | 1.88 | 0.38 | -0.16 | NA | NA | NA | … | … | 18.54 | -0.24 | -0.45 | -0.04 | -0.17 | -0.08 | -0.43 |
| Standard Deviation(%) | NA | 99.48 | 107.30 | 112.93 | NA | NA | NA | … | … | 135.66 | 81.90 | 113.81 | 149.80 | 104.51 | 199.77 | 98.68 |
| Draw Down(%) | NA | 42.44 | 79.34 | 92.95 | NA | NA | NA | … | … | 42.34 | 51.54 | 71.37 | 80.50 | 64.41 | 85.35 | 22.45 |
| 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 09/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBRX (ImmunityBio, Inc.) |
-39.07%
Mar 2021 – Mar 2024 |
-20.23%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBRX (ImmunityBio, Inc.) |
61.53%
Mar 2023 – Mar 2026 |
5.42%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart