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
PALI (Palisade Bio, Inc.) -17.87% 168.06% -55.08% -76.74% NA NA NA
Data as of 06/04/2026, Common starting date is 04/27/2021
More Performance Analytics Comparison
Name Start Date End Date
PALI (Palisade Bio, Inc.) 04/27/2021 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
Annualized Return (%) -6.31 168.06 -55.08 -76.74 NA NA NA -17.87 30.30 -81.36 -88.65 -92.00 -86.95
Sharpe Ratio NA 1.75 -0.41 -0.57 NA NA NA -0.27 0.24 -0.66 -0.53 -0.59 -1.06
Standard Deviation(%) NA 117.15 137.40 137.39 NA NA NA 92.38 115.29 134.17 176.80 157.47 89.26
Draw Down(%) NA 56.45 98.44 99.98 NA NA NA 40.40 76.32 90.28 90.00 97.62 87.32
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
Data as of 06/04/2026, Common starting date is 04/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PALI (Palisade Bio, Inc.) -90.51%
Mar 2022 – Mar 2025
-76.34%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PALI (Palisade Bio, Inc.) -52.51%
May 2023 – May 2026
-76.34%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return