Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGMS (IGM Biosciences Inc) | NA | -85.70% | -63.91% | -52.76% | NA | NA | NA | … | … |
Data as of 08/13/2025, Common starting date is 09/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGMS (IGM Biosciences Inc) | 09/18/2019 | 08/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -85.70 | -63.91 | -52.76 | NA | NA | NA | … | … | -79.21 | -23.35 | -51.15 | -42.00 | -66.78 | 131.37 | 57.04 |
| Sharpe Ratio | NA | -0.64 | -0.58 | -0.49 | NA | NA | NA | … | … | -0.61 | -0.26 | -0.63 | -0.37 | -0.72 | 1.18 | 3.82 |
| Standard Deviation(%) | NA | 139.64 | 114.92 | 112.38 | NA | NA | NA | … | … | 157.63 | 114.40 | 88.95 | 117.36 | 93.11 | 110.53 | 100.62 |
| Draw Down(%) | NA | 94.28 | 96.22 | 99.16 | NA | NA | NA | … | … | 85.00 | 64.27 | 84.70 | 55.36 | 77.24 | 57.27 | 29.31 |
| 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 08/13/2025, Common starting date is 09/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGMS (IGM Biosciences Inc) |
-64.96%
Mar 2022 – Mar 2025 |
-56.63%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGMS (IGM Biosciences Inc) |
-0.89%
Nov 2019 – Nov 2022 |
-5.88%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart