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
LRMR (Larimar Therapeutics, Inc.) -13.65% 34.29% -4.44% -16.41% -27.76% NA NA
Data as of 06/04/2026, Common starting date is 06/20/2014
More Performance Analytics Comparison
Name Start Date End Date
LRMR (Larimar Therapeutics, Inc.) 06/20/2014 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
Annualized Return (%) -5.73 34.29 -4.44 -16.41 -27.76 NA NA -13.65 1.55 -12.97 10.17 -61.72 -49.60 60.74 -77.58 7.14 45.28 -49.44 -79.60 55.76
Sharpe Ratio NA 0.46 -0.06 -0.19 -0.31 NA NA -0.21 -0.01 -0.21 0.07 -0.55 -0.50 0.70 -0.96 0.07 0.86 -0.43 -0.54 2.76
Standard Deviation(%) NA 106.15 95.87 96.36 91.85 NA NA 107.78 103.03 93.07 82.12 114.78 99.57 85.65 82.09 85.98 51.98 114.67 146.34 47.15
Draw Down(%) NA 45.55 87.12 89.87 98.94 NA NA 45.55 59.09 71.54 64.82 85.89 63.95 55.84 87.60 60.38 34.65 70.82 89.03 22.18
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
Data as of 06/04/2026, Common starting date is 06/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRMR (Larimar Therapeutics, Inc.) -56.97%
Jul 2018 – Jul 2021
-54.53%
Mar 2015 – Mar 2020
-41.72%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRMR (Larimar Therapeutics, Inc.) 24.57%
Jul 2022 – Jul 2025
-1.53%
Oct 2019 – Oct 2024
-23.28%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return