Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPHYF (Innate Pharma) | -23.26% | 13.79% | -18.96% | -14.73% | -19.48% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPHYF (Innate Pharma) | 06/10/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.79 | -18.96 | -14.73 | -19.48 | NA | NA | … | … | -23.26 | -25.86 | 2.11 | -13.15 | -24.83 | -15.07 | -35.89 | -21.35 | 47.04 | -63.03 | 5.17 | -12.91 |
| Sharpe Ratio | NA | 0.11 | -0.22 | -0.21 | -0.29 | NA | NA | … | … | -0.46 | -0.32 | -0.04 | -0.39 | -0.46 | -0.52 | -0.44 | -0.57 | 0.83 | -1.04 | 0.11 | -0.50 |
| Standard Deviation(%) | NA | 100.35 | 91.96 | 85.26 | 72.98 | NA | NA | … | … | 108.43 | 91.31 | 106.61 | 45.27 | 56.72 | 42.77 | 82.02 | 39.63 | 55.27 | 61.32 | 46.48 | 43.69 |
| Draw Down(%) | NA | 36.43 | 62.02 | 83.75 | 92.24 | NA | NA | … | … | 36.43 | 54.83 | 54.93 | 38.40 | 55.63 | 34.51 | 52.20 | 34.49 | 37.00 | 69.03 | 32.94 | 22.56 |
| 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 |
Data as of 06/03/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPHYF (Innate Pharma) |
-37.09%
Sep 2019 – Sep 2022 |
-31.09%
Sep 2017 – Sep 2022 |
-21.94%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPHYF (Innate Pharma) |
5.85%
Sep 2018 – Sep 2021 |
-9.15%
Jun 2018 – Jun 2023 |
-16.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart