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
IVRO (Invitro International) NA 12.50% -0.48% -1.30% 16.53% NA NA
Data as of 03/13/2026, Common starting date is 09/18/2013
More Performance Analytics Comparison
Name Start Date End Date
IVRO (Invitro International) 09/18/2013 03/13/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013
Annualized Return (%) 12.50 12.50 -0.48 -1.30 16.53 NA NA 100.00 -50.00
Sharpe Ratio NA NA NA NA NA NA NA 0.50 -0.41
Standard Deviation(%) NA NA NA NA NA NA NA 296.82 222.56
Draw Down(%) NA 52.50 NA NA NA NA NA 52.50 50.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/13/2026, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVRO (Invitro International) -35.52%
Jan 2022 – Jan 2025
-17.81%
Jul 2020 – Jul 2025
9.60%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVRO (Invitro International) 120.06%
Jan 2019 – Jan 2022
83.97%
Jan 2017 – Jan 2022
30.97%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return