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
MESO (Mesoblast Limited) -17.24% 30.28% 59.78% 15.64% 7.76% -6.42% NA
Data as of 06/04/2026, Common starting date is 01/20/2010
More Performance Analytics Comparison
Name Start Date End Date
MESO (Mesoblast Limited) 01/20/2010 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 2013 2012 2011 2010
Annualized Return (%) 1.15 30.28 59.78 15.64 7.76 -6.42 NA -17.24 -1.52 1,493.64 -62.20 -39.38 -43.46 15.20 78.88 -29.45 9.16 -15.88 -64.19 -32.65 -4.07 -21.90 47.16 133.37
Sharpe Ratio NA 0.65 0.55 0.13 0.07 NA NA -0.61 -0.07 11.79 -0.60 -0.67 -0.63 0.09 1.03 -0.73 -0.18 -0.55 -1.08 -1.29 -0.51 -0.96 0.49 1.58
Standard Deviation(%) NA 63.75 105.97 91.61 92.08 NA NA 56.64 66.45 129.16 110.62 60.81 69.45 158.62 53.95 69.46 55.88 90.42 76.93 39.56 44.06 42.59 57.97 78.39
Draw Down(%) NA 34.69 79.30 88.36 94.95 NA NA 34.69 51.33 31.46 79.30 55.42 63.42 68.20 22.64 59.19 60.21 66.41 72.97 40.53 37.12 37.73 40.76 32.92
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 0.00 0.00
Data as of 06/04/2026, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MESO (Mesoblast Limited) -59.55%
Sep 2020 – Sep 2023
-39.24%
Jul 2011 – Jul 2016
-27.77%
Oct 2013 – Oct 2023
-6.82%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MESO (Mesoblast Limited) 84.86%
Sep 2022 – Sep 2025
23.30%
Mar 2020 – Mar 2025
12.32%
Jan 2016 – Jan 2026
4.79%
Feb 2010 – Feb 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return