Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYEL (Lyell Immunopharma Inc) | -56.14% | 38.60% | 65.65% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYEL (Lyell Immunopharma Inc) | 06/18/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.78 | 38.60 | 65.65 | NA | NA | NA | NA | … | … | -56.14 | 5,382.81 | -67.01 | -44.09 | -55.17 | -52.22 |
| Sharpe Ratio | NA | 0.44 | 0.20 | NA | NA | NA | NA | … | … | -1.15 | 10.86 | -0.69 | -0.52 | -0.66 | -0.99 |
| Standard Deviation(%) | NA | 81.05 | 313.39 | NA | NA | NA | NA | … | … | 75.48 | 529.20 | 106.72 | 94.24 | 85.74 | 75.08 |
| Draw Down(%) | NA | 68.99 | 95.13 | NA | NA | NA | NA | … | … | 61.11 | 95.13 | 80.78 | 63.99 | 66.38 | 60.28 |
| 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 |
Data as of 06/12/2026, Common starting date is 06/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYEL (Lyell Immunopharma Inc) |
-59.01%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYEL (Lyell Immunopharma Inc) |
123.49%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart