Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUMO (Lumos Pharma Inc) | NA | 48.63% | -16.78% | -21.52% | -34.93% | NA | NA | -18.63% |
Data as of 12/11/2024, AR inception is 11/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUMO (Lumos Pharma Inc) | 11/14/2011 | 12/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 48.63 | -16.78 | -21.52 | -34.93 | NA | NA | -18.63 | 36.48 | -11.91 | -47.91 | -80.59 | 56.83 | 66.45 | -81.26 | -21.11 | -71.75 | -8.45 | 80.60 | 76.08 | 77.56 | 0.14 |
| Sharpe Ratio | NA | 0.60 | -0.30 | -0.32 | -0.46 | NA | NA | -0.26 | 0.45 | -0.23 | -0.67 | -1.22 | 0.72 | 0.81 | -0.99 | -0.20 | -0.95 | -0.11 | 0.95 | 1.72 | 1.40 | 0.04 |
| Standard Deviation(%) | NA | 70.42 | 71.86 | 74.80 | 79.54 | NA | NA | 75.97 | 71.84 | 71.15 | 73.99 | 66.32 | 78.02 | 80.76 | 83.80 | 107.33 | 75.80 | 79.34 | 84.79 | 44.23 | 55.79 | 31.82 |
| Draw Down(%) | NA | 54.97 | 85.63 | 95.96 | 99.72 | NA | NA | 99.72 | 54.97 | 39.95 | 69.77 | 80.85 | 68.73 | 45.33 | 86.48 | 74.81 | 73.32 | 42.45 | 64.03 | 30.05 | 38.72 | 10.28 |
| 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 |
Data as of 12/11/2024, AR inception is 11/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMO (Lumos Pharma Inc) |
-66.03%
Mar 2017 - Mar 2020 |
-55.60%
Mar 2015 - Mar 2020 |
-38.56%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMO (Lumos Pharma Inc) |
81.50%
Mar 2012 - Mar 2015 |
21.37%
Mar 2012 - Mar 2017 |
-16.74%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart