Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INO (Inovio Pharmaceuticals, Inc.) | -33.33% | -46.54% | -44.65% | -58.59% | -37.90% | -20.47% | -20.42% | … | … |
Data as of 06/04/2026, Common starting date is 12/08/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INO (Inovio Pharmaceuticals, Inc.) | 12/08/1998 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.77 | -46.54 | -44.65 | -58.59 | -37.90 | -20.47 | -20.42 | … | … | -33.33 | 25.14 | -70.10 | -67.31 | -68.74 | -43.62 | 168.18 | -17.50 | -3.15 | -40.49 | 3.27 | -26.80 | -20.86 | 480.00 | 16.28 | -62.61 | 0.88 | 119.23 | -43.48 | -72.04 | 44.93 | -42.39 | -21.20 | 362.96 | -57.81 | -31.73 | -71.15 | -1.89 | -10.17 |
| Sharpe Ratio | NA | -0.43 | -0.52 | -0.68 | -0.42 | NA | NA | … | … | -0.60 | 0.26 | -0.79 | -0.85 | -0.77 | -0.53 | 0.97 | -0.57 | -0.45 | -1.13 | -0.50 | -0.74 | -0.57 | 4.32 | -0.03 | -1.31 | -0.32 | 0.49 | -0.44 | -1.15 | 0.45 | -1.09 | -0.55 | 2.70 | -0.61 | -0.44 | -0.92 | 0.35 | 0.18 |
| Standard Deviation(%) | NA | 96.44 | 91.35 | 87.62 | 92.46 | NA | NA | … | … | 87.26 | 87.61 | 96.43 | 84.62 | 91.36 | 82.86 | 171.80 | 70.88 | 55.29 | 53.03 | 61.80 | 61.38 | 68.96 | 106.86 | 68.13 | 62.12 | 54.97 | 205.50 | 143.58 | 81.87 | 50.76 | 57.94 | 74.01 | 127.48 | 126.16 | 121.83 | 152.62 | 66.97 | 58.71 |
| Draw Down(%) | NA | 63.41 | 92.44 | 99.13 | 99.72 | NA | NA | … | … | 44.44 | 42.79 | 87.18 | 81.68 | 72.88 | 70.58 | 73.18 | 61.37 | 36.33 | 52.42 | 47.50 | 46.70 | 47.64 | 57.67 | 45.95 | 75.66 | 47.65 | 67.30 | 88.97 | 79.62 | 36.51 | 60.28 | 67.11 | 45.45 | 83.53 | 77.65 | 93.72 | 43.08 | 11.86 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INO (Inovio Pharmaceuticals, Inc.) |
-74.44%
Jun 2020 – Jun 2023 |
-63.95%
Jul 2020 – Jul 2025 |
-37.63%
Apr 2016 – Apr 2026 |
-21.89%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INO (Inovio Pharmaceuticals, Inc.) |
74.76%
Dec 2011 – Dec 2014 |
61.69%
Nov 2008 – Nov 2013 |
21.55%
Nov 2008 – Nov 2018 |
6.69%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart