Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPSYF (MorphoSys AG) | NA | 132.23% | 24.23% | -8.68% | -2.75% | NA | NA | … | … |
Data as of 11/21/2024, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPSYF (MorphoSys AG) | 04/29/2010 | 11/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 132.23 | 24.23 | -8.68 | -2.75 | NA | NA | … | … | 78.71 | 189.14 | -61.83 | -54.40 | -18.01 | 33.98 | 8.05 | 96.88 | -22.39 | -33.09 | 19.86 | 99.69 | 66.85 | -6.22 | 18.57 |
| Sharpe Ratio | NA | 1.54 | 0.24 | -0.19 | -0.09 | NA | NA | … | … | 1.35 | 2.79 | -1.10 | -1.05 | -0.44 | 1.02 | 0.16 | 3.06 | -0.41 | -0.90 | 0.54 | 2.80 | 1.68 | -0.15 | 0.99 |
| Standard Deviation(%) | NA | 81.47 | 61.85 | 57.35 | 49.58 | NA | NA | … | … | 62.22 | 67.02 | 57.36 | 66.71 | 41.72 | 32.03 | 41.23 | 31.64 | 55.35 | 36.76 | 36.56 | 35.64 | 40.08 | 42.15 | 28.75 |
| Draw Down(%) | NA | 36.13 | 67.48 | 89.92 | 90.07 | NA | NA | … | … | 18.90 | 36.13 | 61.83 | 54.40 | 36.22 | 23.58 | 38.71 | 14.38 | 39.73 | 36.42 | 23.53 | 15.76 | 24.37 | 30.68 | 16.60 |
| 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 11/21/2024, Common starting date is 04/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPSYF (MorphoSys AG) |
-53.16%
Dec 2019 – Dec 2022 |
-31.69%
Dec 2017 – Dec 2022 |
-10.34%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPSYF (MorphoSys AG) |
61.63%
Nov 2011 – Nov 2014 |
33.37%
Jul 2010 – Jul 2015 |
21.88%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart