Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCUP (Ocuphire Pharma Inc) | NA | -61.69% | -34.98% | -30.48% | -43.88% | -31.52% | NA | … | … |
Data as of 10/24/2024, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCUP (Ocuphire Pharma Inc) | 11/11/2005 | 10/24/2024 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.02 | -61.69 | -34.98 | -30.48 | -43.88 | -31.52 | NA | … | … | -62.46 | -14.73 | -5.36 | -42.53 | -15.05 | -82.89 | -53.96 | 44.29 | -61.11 | -48.57 | 37.25 | 64.52 | -18.42 | -66.07 | 64.71 | -23.60 | -60.44 | 66.67 | -32.50 | -11.11 |
| Sharpe Ratio | NA | -0.99 | -0.54 | -0.39 | -0.55 | NA | NA | … | … | -1.10 | -0.25 | -0.09 | -0.55 | -0.13 | -0.76 | -0.85 | 0.44 | -1.06 | -0.95 | 0.40 | 0.84 | -0.19 | -0.80 | 0.53 | -0.18 | -0.31 | 0.50 | -0.19 | -0.48 |
| Standard Deviation(%) | NA | 68.96 | 73.10 | 84.99 | 81.83 | NA | NA | … | … | 69.94 | 75.86 | 73.24 | 77.74 | 115.63 | 111.20 | 64.91 | 98.85 | 57.95 | 50.93 | 93.20 | 77.04 | 98.46 | 82.95 | 122.18 | 134.33 | 200.35 | 128.65 | 191.80 | 127.76 |
| Draw Down(%) | NA | 65.44 | 82.29 | 92.28 | 99.74 | NA | NA | … | … | 65.44 | 59.40 | 59.00 | 74.46 | 74.32 | 90.10 | 63.67 | 74.18 | 65.00 | 60.87 | 58.75 | 40.32 | 61.33 | 80.98 | 73.15 | 66.48 | 89.17 | 53.82 | 78.00 | 20.00 |
| 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 |
Data as of 10/24/2024, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCUP (Ocuphire Pharma Inc) |
-69.13%
Mar 2017 – Mar 2020 |
-59.18%
Apr 2017 – Apr 2022 |
-43.41%
Sep 2014 – Sep 2024 |
-34.25%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCUP (Ocuphire Pharma Inc) |
23.99%
Jun 2012 – Jun 2015 |
17.61%
Feb 2009 – Feb 2014 |
-11.60%
Mar 2007 – Mar 2017 |
-24.81%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison Chart