Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PULM (Pulmatrix, Inc.) | -40.81% | -85.46% | -21.99% | -41.58% | -44.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PULM (Pulmatrix, Inc.) | 03/21/2014 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.35 | -85.46 | -21.99 | -41.58 | -44.68 | NA | NA | … | … | -40.81 | -66.48 | 244.09 | -52.06 | 781.82 | -63.03 | 38.37 | -64.17 | -82.98 | 138.98 | -85.95 | -52.00 | -51.72 |
| Sharpe Ratio | NA | -0.89 | -0.27 | -0.55 | -0.45 | NA | NA | … | … | -0.64 | -0.78 | 2.60 | -1.26 | 2.64 | -0.68 | 0.35 | -0.73 | -1.14 | 0.72 | -1.39 | -0.77 | -1.22 |
| Standard Deviation(%) | NA | 95.90 | 86.43 | 78.72 | 101.25 | NA | NA | … | … | 110.48 | 90.21 | 92.78 | 44.88 | 298.15 | 92.58 | 108.39 | 119.47 | 91.62 | 167.09 | 86.44 | 91.52 | 64.19 |
| Draw Down(%) | NA | 86.89 | 88.12 | 94.78 | 99.88 | NA | NA | … | … | 64.26 | 77.15 | 28.63 | 60.18 | 53.96 | 84.53 | 50.25 | 79.27 | 87.94 | 72.35 | 86.82 | 73.04 | 53.66 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULM (Pulmatrix, Inc.) |
-69.30%
Mar 2017 – Mar 2020 |
-64.04%
Apr 2014 – Apr 2019 |
-52.75%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULM (Pulmatrix, Inc.) |
18.48%
May 2022 – May 2025 |
-16.50%
Dec 2019 – Dec 2024 |
-39.42%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart