Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RARE (Ultragenyx Pharmaceutical Inc.) | 1.35% | -36.33% | -23.10% | -24.04% | -10.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RARE (Ultragenyx Pharmaceutical Inc.) | 02/03/2014 | 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 (%) | 0.21 | -36.33 | -23.10 | -24.04 | -10.78 | NA | NA | … | … | 1.35 | -18.73 | -9.20 | 3.22 | -44.90 | -39.25 | 224.12 | -0.16 | -6.25 | -34.03 | -37.32 | 155.65 | 12.51 |
| Sharpe Ratio | NA | -0.43 | -0.42 | -0.49 | -0.20 | NA | NA | … | … | 0.15 | -0.41 | -0.39 | -0.02 | -0.78 | -0.83 | 3.23 | -0.03 | -0.13 | -0.73 | -0.53 | 2.46 | 0.19 |
| Standard Deviation(%) | NA | 79.42 | 58.89 | 56.62 | 56.78 | NA | NA | … | … | 52.43 | 53.96 | 40.81 | 51.60 | 59.49 | 47.18 | 68.90 | 48.00 | 56.64 | 47.85 | 70.03 | 63.16 | 70.87 |
| Draw Down(%) | NA | 55.36 | 68.83 | 82.02 | 89.57 | NA | NA | … | … | 25.40 | 42.53 | 30.30 | 39.16 | 60.52 | 56.05 | 46.26 | 51.48 | 56.86 | 50.97 | 57.87 | 39.50 | 49.59 |
| 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 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RARE (Ultragenyx Pharmaceutical Inc.) |
-31.72%
Jan 2021 – Jan 2024 |
-30.24%
Feb 2021 – Feb 2026 |
-14.65%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RARE (Ultragenyx Pharmaceutical Inc.) |
43.98%
Dec 2017 – Dec 2020 |
19.81%
Jan 2016 – Jan 2021 |
0.93%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart