Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMTX (Immatics N.V.) | -6.76% | 69.38% | -1.61% | -4.21% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMTX (Immatics N.V.) | 12/13/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.94 | 69.38 | -1.61 | -4.21 | NA | NA | NA | … | … | -6.76 | 43.74 | -32.29 | 20.90 | -35.19 | 24.56 | 3.75 | 6.12 | 2.08 |
| Sharpe Ratio | NA | 1.74 | 0.04 | -0.04 | NA | NA | NA | … | … | 0.44 | 0.59 | -0.82 | 0.28 | -0.63 | 0.49 | 0.07 | 0.65 | 4.65 |
| Standard Deviation(%) | NA | 62.57 | 58.04 | 57.35 | NA | NA | NA | … | … | 51.88 | 70.71 | 47.89 | 59.11 | 58.37 | 50.08 | 47.35 | 7.30 | 12.68 |
| Draw Down(%) | NA | 27.80 | 74.05 | 77.36 | NA | NA | NA | … | … | 18.38 | 52.83 | 50.11 | 42.14 | 55.36 | 30.08 | 48.65 | 4.84 | 1.57 |
| 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 |
Data as of 06/05/2026, Common starting date is 12/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMTX (Immatics N.V.) |
-26.39%
Aug 2022 – Aug 2025 |
-19.32%
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 |
|---|---|---|---|---|
| IMTX (Immatics N.V.) |
15.41%
Apr 2023 – Apr 2026 |
5.11%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart