Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEO (NeoGenomics, Inc.) | -3.83% | 53.25% | -11.99% | -22.67% | 2.34% | 14.48% | 15.86% | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEO (NeoGenomics, Inc.) | 03/16/2004 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.99 | 53.25 | -11.99 | -22.67 | 2.34 | 14.48 | 15.86 | … | … | -3.83 | -25.49 | 4.02 | 75.11 | -72.92 | -36.63 | 84.07 | 131.96 | 42.33 | 3.38 | 8.89 | 88.73 | 15.19 | 45.97 | 77.14 | 7.69 | -13.33 | 145.90 | -43.52 | -28.00 | 689.47 | -24.00 | -41.86 | -99.94 | -46.67 | -85.71 | -80.80 |
| Sharpe Ratio | NA | 0.68 | -0.29 | -0.38 | 0.00 | NA | NA | … | … | -0.52 | -0.34 | -0.06 | 1.10 | -0.81 | -0.72 | 1.37 | 2.67 | 0.56 | -0.49 | -0.60 | 1.32 | -0.06 | 0.45 | 1.03 | -0.17 | -0.56 | 1.74 | -0.77 | -0.98 | 5.19 | -0.23 | -0.30 | -0.18 | -0.33 | -0.49 | -0.38 |
| Standard Deviation(%) | NA | 58.65 | 63.85 | 69.78 | 58.43 | NA | NA | … | … | 50.73 | 84.33 | 46.67 | 65.18 | 91.43 | 50.66 | 60.75 | 40.72 | 37.11 | 32.45 | 42.23 | 53.11 | 58.36 | 60.87 | 57.46 | 65.41 | 56.73 | 73.09 | 81.27 | 51.27 | 129.76 | 193.78 | 226.97 | 668.97 | 199.03 | 219.66 | 274.42 |
| Draw Down(%) | NA | 45.61 | 76.65 | 90.78 | 91.92 | NA | NA | … | … | 45.61 | 73.99 | 26.68 | 41.15 | 81.72 | 49.08 | 40.63 | 27.74 | 39.24 | 28.77 | 29.22 | 20.45 | 32.89 | 49.64 | 24.52 | 35.26 | 36.31 | 30.95 | 56.92 | 44.09 | 36.11 | 70.77 | 78.82 | 99.96 | 70.83 | 92.03 | 97.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 1.78 | 3.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.38 | 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 03/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEO (NeoGenomics, Inc.) |
-34.57%
Jan 2021 – Jan 2024 |
-33.75%
Jul 2020 – Jul 2025 |
-2.23%
Jul 2015 – Jul 2025 |
10.11%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEO (NeoGenomics, Inc.) |
90.57%
Jan 2018 – Jan 2021 |
53.96%
Sep 2004 – Sep 2009 |
46.74%
Sep 2011 – Sep 2021 |
45.79%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart