Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IOVA (Iovance Biotherapeutics, Inc.) 60.44% 139.34% -18.93% -24.56% -6.12% -21.26% NA
Data as of 06/04/2026, Common starting date is 10/15/2010
More Performance Analytics Comparison
Name Start Date End Date
IOVA (Iovance Biotherapeutics, Inc.) 10/15/2010 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 2009
Annualized Return (%) 1.86 139.34 -18.93 -24.56 -6.12 -21.26 NA 60.44 -61.49 -8.98 27.23 -66.53 -58.86 67.63 212.77 10.62 15.11 -9.97 -1.91 -25.05 -52.27 -78.00 -20.00 13.64 0.00
Sharpe Ratio NA 1.24 -0.23 -0.31 -0.06 NA NA 1.80 -0.58 -0.20 0.28 -0.62 -0.77 0.82 2.88 -0.14 -0.07 -0.67 -0.31 -0.54 -0.18 -0.34 -0.47 1.07 NA
Standard Deviation(%) NA 98.14 95.51 93.09 84.01 NA NA 93.23 112.03 80.48 84.18 110.29 76.19 82.20 65.91 77.02 58.81 65.44 65.38 81.40 384.00 284.73 82.05 57.41 0.00
Draw Down(%) NA 54.41 90.50 93.99 96.84 NA NA 39.00 78.69 58.67 63.58 70.58 68.95 49.70 30.96 61.49 44.72 41.19 61.28 53.43 95.45 88.89 49.69 13.51 0.00
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
Data as of 06/04/2026, Common starting date is 10/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IOVA (Iovance Biotherapeutics, Inc.) -65.96%
Jan 2011 – Jan 2014
-46.87%
Mar 2011 – Mar 2016
-21.40%
May 2012 – May 2022
-22.85%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IOVA (Iovance Biotherapeutics, Inc.) 84.02%
May 2017 – May 2020
48.90%
Jan 2016 – Jan 2021
13.41%
Jun 2013 – Jun 2023
-20.70%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return