Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBYI (Puma Biotechnology, Inc.) | 18.15% | 92.60% | 25.34% | -9.44% | -15.42% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBYI (Puma Biotechnology, Inc.) | 04/24/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 92.60 | 25.34 | -9.44 | -15.42 | NA | NA | … | … | 18.15 | 101.97 | -28.87 | 2.36 | 39.14 | -70.37 | 17.26 | -57.00 | -79.41 | 221.99 | -60.84 | -58.58 | 82.82 | 452.16 | 33.93 |
| Sharpe Ratio | NA | 1.57 | 0.39 | -0.13 | -0.21 | NA | NA | … | … | 0.87 | 1.40 | -0.45 | -0.03 | 0.43 | -0.97 | 0.18 | -0.84 | -1.06 | 2.65 | -1.10 | -1.11 | 0.41 | 5.43 | 0.43 |
| Standard Deviation(%) | NA | 69.88 | 71.00 | 76.39 | 81.87 | NA | NA | … | … | 63.41 | 72.42 | 79.39 | 66.69 | 87.79 | 72.22 | 92.64 | 95.15 | 95.44 | 77.15 | 86.27 | 69.18 | 156.52 | 79.88 | 77.19 |
| Draw Down(%) | NA | 25.78 | 69.59 | 85.86 | 98.76 | NA | NA | … | … | 25.78 | 26.74 | 69.59 | 54.15 | 50.30 | 79.07 | 56.90 | 84.66 | 79.78 | 35.27 | 72.10 | 73.98 | 60.70 | 39.73 | 26.99 |
| 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 |
Data as of 06/05/2026, Common starting date is 04/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBYI (Puma Biotechnology, Inc.) |
-59.64%
Oct 2017 – Oct 2020 |
-55.67%
Oct 2017 – Oct 2022 |
-37.16%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBYI (Puma Biotechnology, Inc.) |
143.73%
May 2012 – May 2015 |
51.51%
Sep 2012 – Sep 2017 |
-12.83%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart