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
NWBO (Northwest Biotherapeutics Inc) -13.04% -20.00% -31.42% -34.59% -13.05% -24.46% -25.24%
Data as of 06/05/2026, Common starting date is 12/14/2001
More Performance Analytics Comparison
Name Start Date End Date
NWBO (Northwest Biotherapeutics Inc) 12/14/2001 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 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -13.04 -20.00 -31.42 -34.59 -13.05 -24.46 -25.24 -13.04 -11.11 -61.43 -10.26 11.43 -54.25 628.57 0.00 -12.50 -31.43 -89.06 -40.19 41.91 20.83 -45.83 -53.85 -1.27 146.88 -87.40 141.90 -30.00 150.00 -81.82 37.50 -96.80 -5.84
Sharpe Ratio NA -0.25 -0.39 -0.41 -0.14 NA NA -0.03 -0.15 -1.11 -0.20 0.09 -0.76 4.89 -0.34 -0.45 -0.46 -1.01 -0.79 0.30 0.04 -0.48 -0.65 -0.18 0.52 -0.57 0.64 -0.27 0.55 -0.32 0.08 -0.59 -1.43
Standard Deviation(%) NA 69.54 79.77 86.35 94.38 NA NA 72.89 95.82 61.81 72.38 116.90 71.44 127.24 68.86 75.51 110.21 122.19 74.68 77.02 64.14 135.69 110.56 110.39 248.04 186.58 187.39 195.05 234.59 318.86 216.77 197.18 55.54
Draw Down(%) NA 40.63 81.73 90.05 91.74 NA NA 40.63 54.55 64.29 46.15 67.54 69.23 51.74 41.18 54.05 70.83 90.00 74.51 57.08 50.60 72.33 61.80 59.38 58.33 92.64 74.76 88.71 72.73 92.86 71.43 98.09 8.26
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 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 12/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWBO (Northwest Biotherapeutics Inc) -79.44%
Jan 2002 – Jan 2005
-58.02%
Jan 2002 – Jan 2007
-43.19%
May 2002 – May 2012
-44.04%
Apr 2002 – Apr 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWBO (Northwest Biotherapeutics Inc) 89.54%
Apr 2018 – Apr 2021
42.56%
Apr 2017 – Apr 2022
3.41%
Jun 2004 – Jun 2014
-11.56%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return