Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCUL (Ocular Therapeutix, Inc.) | -32.04% | -2.48% | 4.50% | -11.32% | 1.94% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCUL (Ocular Therapeutix, Inc.) | 07/25/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.44 | -2.48 | 4.50 | -11.32 | 1.94 | NA | NA | … | … | -32.04 | 47.07 | 89.24 | 58.72 | -59.68 | -66.33 | 424.05 | -0.75 | -10.56 | -46.83 | -10.67 | -60.16 | 78.86 |
| Sharpe Ratio | NA | 0.12 | 0.13 | -0.15 | -0.06 | NA | NA | … | … | -0.67 | 0.67 | 1.10 | 0.64 | -0.76 | -0.89 | 4.64 | -0.31 | -0.54 | -0.90 | -0.40 | -0.74 | 4.93 |
| Standard Deviation(%) | NA | 67.66 | 75.97 | 78.02 | 79.86 | NA | NA | … | … | 81.29 | 66.95 | 75.70 | 86.12 | 80.23 | 74.78 | 90.52 | 78.61 | 59.84 | 73.71 | 110.52 | 107.00 | 52.20 |
| Draw Down(%) | NA | 57.29 | 72.77 | 86.17 | 90.94 | NA | NA | … | … | 43.33 | 34.80 | 61.57 | 72.77 | 64.49 | 72.14 | 45.14 | 51.69 | 52.63 | 67.68 | 70.74 | 83.41 | 19.04 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCUL (Ocular Therapeutix, Inc.) |
-47.86%
Nov 2020 – Nov 2023 |
-34.79%
Mar 2015 – Mar 2020 |
-16.02%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCUL (Ocular Therapeutix, Inc.) |
66.93%
Dec 2017 – Dec 2020 |
26.58%
Oct 2019 – Oct 2024 |
4.09%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart