Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUNG (Pulmonx Corporation) | -30.77% | -48.48% | -50.26% | -48.86% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUNG (Pulmonx Corporation) | 10/02/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.27 | -48.48 | -50.26 | -48.86 | NA | NA | NA | … | … | -30.77 | -67.30 | -47.45 | 51.25 | -73.71 | -53.54 | 64.73 |
| Sharpe Ratio | NA | -0.50 | -0.63 | -0.58 | NA | NA | NA | … | … | -0.70 | -0.67 | -0.82 | 0.83 | -0.61 | -0.99 | 10.71 |
| Standard Deviation(%) | NA | 101.82 | 80.85 | 86.31 | NA | NA | NA | … | … | 76.99 | 106.34 | 66.02 | 57.11 | 122.91 | 54.04 | 61.66 |
| Draw Down(%) | NA | 69.05 | 92.01 | 97.43 | NA | NA | NA | … | … | 49.79 | 85.79 | 61.84 | 43.64 | 86.48 | 56.94 | 15.33 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNG (Pulmonx Corporation) |
-54.68%
Aug 2022 – Aug 2025 |
-51.36%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNG (Pulmonx Corporation) |
-31.02%
Feb 2022 – Feb 2025 |
-47.88%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart