Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMVP (PMV Pharmaceuticals, Inc.) | -4.80% | 27.96% | -40.64% | -48.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMVP (PMV Pharmaceuticals, Inc.) | 09/28/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.96 | -40.64 | -48.67 | NA | NA | NA | … | … | -4.80 | -17.88 | -51.61 | -64.37 | -62.34 | -62.45 | 69.96 |
| Sharpe Ratio | NA | 0.43 | -0.52 | -0.65 | NA | NA | NA | … | … | -0.16 | -0.33 | -1.08 | -0.61 | -0.73 | -0.88 | 9.12 |
| Standard Deviation(%) | NA | 71.11 | 82.14 | 79.28 | NA | NA | NA | … | … | 72.85 | 63.85 | 54.14 | 113.57 | 87.65 | 70.99 | 72.14 |
| Draw Down(%) | NA | 36.25 | 90.59 | 97.70 | NA | NA | NA | … | … | 33.89 | 46.50 | 53.85 | 86.57 | 65.31 | 67.50 | 16.16 |
| 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 06/04/2026, Common starting date is 09/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVP (PMV Pharmaceuticals, Inc.) |
-64.94%
Oct 2020 – Oct 2023 |
-54.12%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMVP (PMV Pharmaceuticals, Inc.) |
-32.94%
Apr 2023 – Apr 2026 |
-46.18%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart