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
PASG (Passage Bio, Inc.) -49.41% -40.30% -32.94% -52.66% NA NA NA
Data as of 06/03/2026, Common starting date is 03/02/2020
More Performance Analytics Comparison
Name Start Date End Date
PASG (Passage Bio, Inc.) 03/02/2020 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 8.15 -40.30 -32.94 -52.66 NA NA NA -49.41 -4.74 -43.56 -26.81 -78.27 -75.17 18.93
Sharpe Ratio NA -0.30 -0.34 -0.57 NA NA NA -0.56 -0.07 -0.42 -0.45 -0.96 -1.06 0.22
Standard Deviation(%) NA 126.85 110.58 98.09 NA NA NA 153.15 111.37 111.90 67.88 83.20 71.17 101.51
Draw Down(%) NA 79.45 88.21 98.69 NA NA NA 79.45 68.25 72.83 68.09 83.67 79.08 65.64
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
Data as of 06/03/2026, Common starting date is 03/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PASG (Passage Bio, Inc.) -68.68%
Nov 2020 – Nov 2023
-57.65%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PASG (Passage Bio, Inc.) -24.67%
Dec 2022 – Dec 2025
-50.14%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return