Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHAT (Phathom Pharmaceuticals, Inc.) | -40.57% | 109.79% | -5.54% | -21.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHAT (Phathom Pharmaceuticals, Inc.) | 10/28/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.46 | 109.79 | -5.54 | -21.67 | NA | NA | NA | … | … | -40.57 | 116.26 | -10.41 | -18.63 | -42.96 | -40.79 | 6.68 | 32.01 |
| Sharpe Ratio | NA | 1.33 | -0.11 | -0.28 | NA | NA | NA | … | … | -1.11 | 1.03 | -0.20 | -0.26 | -0.47 | -0.76 | 0.07 | 3.07 |
| Standard Deviation(%) | NA | 90.40 | 89.59 | 89.72 | NA | NA | NA | … | … | 69.03 | 112.78 | 85.08 | 88.37 | 95.04 | 53.81 | 91.33 | 126.87 |
| Draw Down(%) | NA | 46.96 | 88.26 | 93.78 | NA | NA | NA | … | … | 46.96 | 71.80 | 61.79 | 55.48 | 69.09 | 63.37 | 46.45 | 30.89 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHAT (Phathom Pharmaceuticals, Inc.) |
-45.35%
Nov 2020 – Nov 2023 |
-36.84%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHAT (Phathom Pharmaceuticals, Inc.) |
16.10%
Nov 2022 – Nov 2025 |
-12.97%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart